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I remember that exchange between BB and you. When Citicorp came out with their earnings, I checked to see if what she said was true. As near as I could tell (which may not be all that near, mind you), their earnings did in fact include a large portion from their trading. FWIW. You are MUCH better than me at reading these things. In fact, if you get a chance, and have the inclination, I would interested to hear what your take on CHSE is. They just reported yesterday--I posted a link on the Drive thread today, along with an excerpt that says they were below plan on storage sales last quarter, but 10% above plan in July. They have made so many acquisitions, it is impossible for me to know what is going on with them. They look severely undervalued if they are actually on top of things, though; if they aren't, maybe headed for bankruptcy once their game unravels. |
