<font color=red> Sept 25,2000, COMPLETE CNC REVIEW
CNC NEWS, REVIEW, FUNDAMENTAL DATA AND COOL LINKS
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MAJOR RECENT ARTICLES ON CNC
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R E S O U R C E S
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NICE site to get IMMEDIATE NEWS FROM DOWJONES
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quicken.excite.com
V AL I D E A.com
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Interesting site to get many previous articles and reports, rumors etc
validea.com
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Sept:23, 2000:Indianapolis Star Starnews.com:Conseco, lenders OK debt..
messages.yahoo.com
Business Wire: Friday September 22, 5:50 pm
Conseco `Restoration Plan' Moves Forward
biz.yahoo.com
Message 14440157
Friday, September 22, 2000 05:46 PMConseco, Banks Agree To Restructure $2.8B In Debt
quicken.excite.com
Friday September 22
Conseco prices $300 million asset-backed offering
biz.yahoo.com
Sept. 19, 2000 Dow Jones Newswires
Conseco Expected To Offer $300 Mln Home Improvement Debt
messages.yahoo.com
9/14/00 :Conseco Reaches Agreement With Lehman Brothers on Finance Unit
messages.yahoo.com
9/14/00 -A. M. Best via COMTEX
Conseco Cleared to Use 'Upstream' Cash for Debt Repayment
messages.yahoo.com
08-31-00 (BUSINESS WIRE)--Conseco, Inc. announced today an agreement with Chase Manhattan Bank and Bank of America to extend to Sept. 22, 2000, $155 million in loans to Conseco.
news.morningstar.com
Aug. 30 Bloomberg Conseco Shares Gain as Bank Debt Rescheduling Pact Expected
By Dan Lonkevich
ragingbull.altavista.com
Aug.29,2000: The StreetCom
Conseco Near a Deal to Extend Loans
Message 14298004
Aug. 17,2000: Business Wire: Wendt Battles Shorts
Message 14227830
Aug.15,2000: 1) Lehman Is Latest Hurdle For Conseco's Recovery
Message 14214595
Aug.15,2000: Conseco Still Negotiating Debt Maturity With Lenders
Message 14214598
Aug. 14,2000: FITCH TO UPGRADE COMSECO?? Because it is
over collateralized?
Message 14212528
Aug 9 (Reuters) - Conseco Finance, fixed final terms for its 2000-4 series $1.2 billion
nine-tranche asset-backed bond launched on August 4.
Rating Aaa/AAA/AAA
ragingbull.altavista.com
.
Aug. 9,2000: A consortium of eight insurance companies has completed a $40.5 million investment in
affordable-housing projects across the state, the first test of an effort to get insurers
to voluntarily invest in community development.
ragingbull.altavista.com
.Aug. 4, 2000: Conseco prices senior classes of $1.2 bln ABS deal favorably
ragingbull.altavista.com
.Aug. 4, 2000:Conseco Capital Management Names New Co-Portfolio Managers
for Conseco High Yield Fund
Conseco Promotes From Within After High-Yield Exodus
ragingbull.altavista.com
.
.7/27/00 BUSINESS WIRE:
CONSECO Announces Restructuring Program ,Parts I, II, III & IV , from RB
ragingbull.altavista.com
.http://www.quicken.com/investments/news/story/bw/?story=/news/stories/bw/20000727/a2620.htm&symbol=CNC
. DOW JONES NEWSWIRE 7/27/00:COMPLETE EPS REPORT
1: dowjones.work.com
2: dowjones.work.com
3: dowjones.work.com
7/24/00 BLOOMBERG: WENDT GETS RID OF LEOPARD CHAIR AND .......PROTECTS SHAREHOLDER EQUITY:
quote.bloomberg.com
.
7/19/2000 WENDT HIRES Ex-GE CRISIS TEAM
biz.yahoo.com
. 7/12/2000 20 MILLION PAID TO HIRE WENDT
Wendt gets 45 mill less than if he had stayed at the Golf Course and got paid by GE to non - compete and do nothing. GE gets 10 mill CNC shares,
will make another killing.
.
messages.yahoo.com
.
8/21/00:CONSECO INVESTOR RELATIONS SAYS:
Mr. Wendt paid the taxes on the bonus. His bonus was not grossed up. He received $45 million before taxes.
messages.yahoo.com
6/30/2000 WENDT BACK FROM HONEYMOON messages.yahoo.com
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.
WHO IS GARY WENDT
**********************************************.
W E N D T the person
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Aug. 7, 2000 :BUSINESS WEEK
ragingbull.altavista.com
My comments on Business Week Article: Music Music Music..
Message 14127197
1997 FORBES/GECAPITAL: " BLOWING BUBBLES "
forbes.com
July 5, 2000: REVIEW OF GARY WELCH LIFE AND ARTICLES
Message 13993832
July 10, 2000: W S J : GE Capital’s Wendt: " A BRUTAL NEGOTIATOR "
Message 14023303
FORBES: GE faces future without Welch:
forbes.com
They should have said Wendt since he was responsible for 36% of it’s income:
”After dominating the old economy, Welch embraced the new one, shifting GE away from its manufacturing roots and toward services like GE Capital, which now account for most of its business (GE had revenue of $110.8 billion and net income of $10.7 billion in 1999). ”
WENDT'S BUSINESS CARD
I run GECapital, GE’s most profitable part for 13 years
forbes.com
I am responsible for 38% of GE's net income:
GE’s profit has come increasingly from Financial Services
That’s GECapital, the company I run, at GE:
businessweek.com
And here how I compare with the giants:
quicken.com
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FUNDAMENTAL DATA AND COOL LINKS
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CNC Balance Sheet
=================
conseco.com
FUNDAMENTALS
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quotes.nasdaq.com
9-2-00 Morningstar Quicktake® Report
Business Appraiser:
=======================
quicktake.morningstar.com
C H A R T S
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Stockcharts:
stockcharts.com[M,A]DACLYYMY[PB10!B20!B30!B50!B200][VC60][IUB14!LA12,26,9!LC20!LF!LG!LI14,3!LH14,3!LL14!LM12]
stockcharts.com
. Interactive Point and Figure charting for CNC
( allow it to load and then play with right lower sidebar till you get
green xxx’s pointing to $10 ).
stockcharts.com
.
CNC Restructuring Program.com
=========================
quicken.com
Earnings Growth @ MSN MONEY CENTRAL
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ragingbull.altavista.com
.Earnings Estimates
=================
Silicon Investor
Message 14250661
NASDAQ-Info-Quote
earnings.nasdaq-amex.com
BLOOMBERG Earnings Growth Estimates :
quote.bloomberg.com
PREFERRED STOCK & BONDS
============================
finance.yahoo.com
Money Flow Data
by Softechie
siliconinvestor.com
..
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VARIOUS CNC INVESTORS & BROKER RATINGS
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Sept. 8, 2000: NASDQAQ InfoQuote has 2 Buys, 2 Strong Buys and 9 holds.
That’s up from prior 4 weeks where they had
LEH & ING only , as Accumulate:
earnings.nasdaq-amex.com
8/10/2000Gary Smith from REALMONEY.COM at The StreetCom
puts a buy on CNC with a stop at 7.
Anyway, here are a few charts to look at as you sip your morning Cafe Yukon:
thestreet.com
ragingbull.altavista.com
thestreet.com
Sept 8, 2000:Flag Investors Value Fund
. flaginvestors.com
messages.yahoo.com
Aug. 29, 2000:DLJ has a big position in CNC as of 6-30-2000 and
is UP 429% from previous Q.
insidertrader.com
GABELLI FUND UP 23% has 9% of position in CNC:
messages.yahoo.com
GABELLI FUND UP 23% has 9% of position in CNC:
messages.yahoo.com
Comments on Gabelli by YHOO poster tired_of_drivel
messages.yahoo.com
messages.yahoo.com
messages.yahoo.com
PROFIT VALUE FUND: 4 star Morningstar rating.
In last 3 months has added new position in Conseco,
to make in 8th largest position;
position similar in size to its holding in Berkshire.
messages.yahoo.com
.
9-2-00 Morningstar Quicktake® Report
quicktake.morningstar.com
Major Fund Owners
quicktake.morningstar.com
.
8/15/00 Bloomberg: Novell, Conseco Are Among the True Stock Bargains: J. Dorfman
cnetinvestor.com
Message 14220318
8/5/00 S & P raises Outlook to highest, 5 ( on scale 1 to 5 )
messages.yahoo.com
7/30/00 STANDARD AND POOR UPGRADES CNC TO 4 STARS FROM 3 STARS
Message 14133330
Maintains: Accumulate: messages.yahoo.com
7/31/00 Merrill Lynch messages.yahoo.com
7/26/00 LEHMAN MAINTAINS OUTPERORM II ON CNC Message 14109720
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OVERVIEW of CONSECO INSURANCE RATINGS
conseco.com
.
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RATING AGENCIES , MOODY’S, S & P etc
************************************************
.
.FITCH
.
Aug. 14,2000: FITCH TO UPGRADE COMSECO?? Because it is
overcollateralized?
Message 14212528
Aug. 11. 2000:Conseco 2000-4 $1.2B Manufactured Hsg Contract P-T Rtd By Fitch
Message 14200638
.
biz.yahoo.com
.
Aug. 11, 2000: Fitch Downgrades Conseco Rtgs
biz.yahoo.com
Message 14200576
S & P
.===============
www2.marketwatch.com
ragingbull.altavista.com
S&P cuts Conseco Fin status
Aug. 8, 2000--3:18 pm - By Chris Kraeuter
Conseco Finance's credit rating status was revised to "negative" from "developing" by Standard & Poor's.
ragingbull.altavista.com
Comment from RB poster on above S & P reports:
messages.yahoo.com
8/9/00 1:58:00 PM : Business WireS&P Places Various Green Tree Cert Rtgs on Watch Neg
The revision in the CreditWatch status reflects the increasing likelihood that
Conseco Finance will not be sold to a higher-rated entity in the foreseeable future.
ragingbull.altavista.com
Comment from RB poster on above S & P reports:
.MOODY'S
=======================
quote.bloomberg.com
. " While Moody's said it expects the company and its bank lenders to reach a satisfactory agreement,
it said the details of such an agreement and the effects on Conseco's operations remain uncertain.
moodys.com
New York, June 30, 2000 -- Moody's Investors Service has downgraded the credit ratings of
Conseco, Inc. and its affiliates (senior debt rating to Ba3 from Ba1).
moodys.com
New York, April 20, 2000 -- Moody's Investors Service lowered the senior
unsecured debt ratings of Conseco, Inc. and Conseco Finance to Ba1 from Baa3.
.
MORNINGSTAR/FINANCIAL
============================
messages.yahoo.com
Morningstar grades CNC a B-, for financial health, just slightly below average
for insurance industry and average for universe of stocks.
.
.
DALBAR Insurance Rating Web site
================================
Part 1
messages.yahoo.com
Part 2
messages.yahoo.com
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VARIOUS OTHER ISSUES IN CNC:
.
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ISSUE OF PRODUCING A GIANT SHORT SQUEEZE:
================================================
MOST RECENT
=================
8-29-00The Original PAC-MAN Short_Squeeze Strategy remains intact and in force
Silicon Investor version
Message 14284021
RB Version
ragingbull.altavista.com
First, to effect a short squeeze in CNC and see a giant squirt
of cash upwards in your CNC stock:
a) ask your broker to put the stock certificate
out of Street name, and in YOUR name or
b) simply ask him to restrict it, ie you don't want to have it
loaned out for shorting.
8-29: ANATOMY of A Short Squeeze
Message 14330070
8-28 Cramer:The Street Com:
Buy-In Blues
. thestreet.com
8-21-00: StreeetCom.com:
What Happens When Short-Selling Goes Bad
thestreet.com
biz.yahoo.com
Message 14247932
Aug: 11, 2000:REUTERS: "Liquidator" Jacobs bets on insurer's turnaround
biz.yahoo.com
Message 14172703
CNC in WORTH Magazine via Maverick Capital's Hedge Fund Manager - Lee Ainslie.
Ainslie is a noted short seller who has averaged 24.8% after fees with $5B under management.
He has covered his CNC position: I am not going to go
Against somebody of Wendt’s reputation
.
8-1-00 Star Tribune: Neal St. Anthony/On Business:
Jacobs roars, short sellers yawn
startribune.com
. 7/31/00 J.J. CRAMER FROM TheStreetCom editorializes: A great Idea !!!
ragingbull.altavista.com
7/27/00 IRWIN JACOBS WANTS TO PRODUCE A SHORT SQUEEZE.
.
He puts this Ad in Wall StJ. then other papers
messages.yahoo.com
streetmonkey.com
September 13, 2000 Dow Jones Newswires
Irwin Jacobs Takes Crusade Vs Conseco Shorts Online
interactive.wsj.com
And puts his web site up
irwinljacobs.com
IRWIN JACOBS PICTURE : interactive.wsj.com
Angling for Tie-Ins, Irwin Jacobs Took Up Big-Time Bass Fishing
interactive.wsj.com
Message 14204449
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CURRENT SHORT INTEREST
============================
SHORT INTEREST
9-22-00 Wall Street Journal
Company 8/15/2000 7/14/2000 % Chg Avg DlyVolume
CONSECO, INC. 65,769,663 63,975,097 2.8 4,610,868
Company 9/22/2000 8/15/2000 % Chg Avg DlyVolume
Conseco Inc 66,583,520 65,769,663 1.2 3,507,859
Short Interest According to this web site:
trading-ideas.com
Shorting Rules
ragingbull.altavista.com
BOOKS ON SHORTING
========================
(We encourage would be shorts to read these
and go ahead short some more and make
Mr.Wendt¡¦s Day when the big squeezarooo comes along).
capatcolumbia.com
.
BAD SHORTING ADVICE
.
Mr. Pink's Picks: selected event-driven value investments
in SI Thread, by Mr. P$nk Esq.
Message 14187856
. MISCELLANEOUS SHORTING
8-29-00Cramer The Street Com: complains about negative web postings;
they attacked his family::
A Message for Message-Board Rumor Mongers: Clean Up Your Act
thestreet.com
messages.yahoo.com
CNC Stock Analysis of the day by paulthebigfinn at YAHOO board
messages.yahoo.com
Post on stock Bashers:
Stock Bashing Business is Booming
ragingbull.altavista.com
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7/22/2000 ISSUE OF CNC BANKRUPTCY
AND of DILUTION of SHAREHOLDER EQUITY
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.
. Part I messages.yahoo.com.
Part II messages.yahoo.com.
messages.yahoo.com.
. 7/28/00 :ISSUE of FABER CNBC REPORT & CONTROVERSY
====================================================
.( ie that Wendt is going to dilute shareholder equity ?).
ragingbull.altavista.com
.7/29/00 reply by ta to FABER Report: CNBC FABER is either LYING or MISINFORMED
messages.yahoo.com
. 7/24/00 Cnet : ''We're not going to be diluting shareholder value at ridiculously low prices,'' Wendt said.
cnetinvestor.com
messages.yahoo.com
7/31/00 FABER CORRECTS HIMSELF:
" CNC WILL N O T ISSUE ANY N E W EQUITY ".
.http://boards.cnbc.com/jetson/message.asp?forumid=1695&messageid=459074&threadid=459074
Thank you Mr. FABER.
.
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ISSUE OF MR.T.LEE'S PREFERRED STOCK
=========================================
Aug.16:RBull: by Normal_Deviate
ragingbull.altavista.com
Aug.16:RBull: by NJ-Gator:
ragingbull.altavista.com
messages.yahoo.com
messages.yahoo.com
ISSUE of VALUE of PREFERRED STOCK
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messages.yahoo.com
.
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LAWSUITS, INTERNET AND CNC
.
8/14/00 CNC hires David Herzog as V.P. and General Counsel
Message 14211926
.From Law firm Baker and Daniels
a very large Indianapolis firm:
bakerdaniels.com
REVIEW OF RECENT INTERNET LAWSUITS:
------------------------------------------------------------------
Message 14157877
.8/30/00 Sample of Potential Lawsuit Material in CNC YHOO Message Board
( This are actionable because they have been mailed to CNC and are available
in their hard Drive in HTML format and can no longer be erased )
post.messages.yahoo.com
Friday August 4, H-Quotient, Inc., Files Suit Against Alleged Stock Manipulators Message 14173025
The most recent Lawsuit won by Biometrix
Message 14158321
And just before that New subpoenas on the way
biz.yahoo.com
NEGATIVE ARTICLES ON CNC
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8/17/00 The StreetCom: Good News with a BAD Spin
which StreetCom specializes in:
Message 14230638
.
7/27/00 TheStreetCom: Herb's Hotline: Oversight by Conseco?
thestreet.com
7/10/00 TheStreetCom: Conseco Sets Rich Pay Package for New CEO, By Peter Eavis
Message 14023449
7/11/00 Herb's Hotline: Will These Conseco Capers Never Cease?
By Herb Greenberg
thestreet.com
&/14/00 Bloomberg :Conseco Outdoes Itself in Piling Gifts on Wendt:
by Graef Crystal
ragingbull.altavista.com
7/31/00 Warburg initiates coverage with hold;
messages.yahoo.com
7/31/00WSJ Colin Devine from Smith Barney is worried about CNC
messages.yahoo.com
messages.yahoo.com
BUT!!!September 1, 2000 smartmoney.com. Denounces Colin Devine as
being Wrong :
Message 14322877
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.
<MISCELLANEOUS
.
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MISCELLANEWS CNC NEWS
August 11, 2000: Dow Jones News: Conseco Preferred gains in NYSE
Message 14204249
August 11, 2000: Dow Jones News:
CNC FLEXIBLE PORTFOLIO MUTUAL FUNDS TOP PERFORMANCE
Message 14204221
Sept. 18,2000 Business week:
Financial Stocks: Suddenly Sexy
messages.yahoo.com
.********************************************
WHY I INVEST IN CONSECO by TA
ragingbull.altavista.com
***********************************************
.WHAT IS CNC REALLY WORTH?
View from a competitor Mr.Nauert, CEO of CERES:
Message 14173062
A CNC competitor!! ,Mr.Nauert, CEO of Ceres says that
starnews.com
If sold to the right buyers, Nauert said, Conseco's insurance operations could bring as much as $7 billion. That's the equivalent of $21 a share -- nearly three times Conseco's current stock price.
And this is from a competitor!!!!
.Why Wendt took job at CNC
============================
Sept.5,2000: YHOO poster Corporate_Barbarian’s post is still a classic, on why Wendt took the job at CNC: He stands to make a GIANT amount of money when he gets CNC up to $30.
messages.yahoo.com
Same by paulthebigfinn
messages.yahoo.com
Details of Pay package are in Form 8-K ( see Edgar ):
messages.yahoo.com
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R U MO R S
================
V AL I D E A.com
==================
Interesting site to get many previous articles and reports, rumors etc
validea.com
Barron’s Sept 24, 200 AIG article:
Message 14445675
Response to it:
ragingbull.altavista.com
Sept 25, Review of AIG, AXA, buyouts and other rumors: etc
ragingbull.altavista.com
CNC SHORT_SQUEEZE AMUSEMENT PARK:
Message 14445597
===========================
CNC Disclaimer for Dummies :
=========================
" Be careful: Investing has been compared to gambling.
Thus as in Las Vegas,
investing in CONSECO could cause you to loose your wallet,
your car and trailer, plane tickets, Bank Account, house,
wife and job and you can become crippled and die. ".
Let the buyer beware!!!!!!
More Info From Uncle Sam, cradle to grave care and handholding here:
sec.gov
sec.gov
How Market makers Manipulate YOU
otcnn.com
And how to SPOT SHORTS and Similar STOCK-BASHERS:
ragingbull.altavista.com
This Piece was made possible by the TA CNC Shorts-Crushing Machine:
The Bandwidth-Hogger, CNC Short Lumbar Spine Blower
Lamborghini Diablo:
post.messages.yahoo.com
Note: If you click on my last post it will take you to my
very first post 2 months ago.
TA |
