tag:blogger.com,1999:blog-4645826905484195785.post4845386366911625338..comments2023-11-03T05:10:52.223-07:00Comments on FIG Investor And Trader Intelligence: Trading student lenders SLM ($45.0) and FMD ($52.89)FIG Investor and Trader Intelligencehttp://www.blogger.com/profile/11904248560688919127noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-4645826905484195785.post-45321251947027133132007-01-25T16:58:00.000-08:002007-01-25T16:58:00.000-08:00I make no such claim. I do admire to Tom Brown, th...I make no such claim. I do admire to Tom Brown, though happen to disagree on the focus of his thesis. I would be interested as to what he has to say as to what is imputed by the current valuation (as far as earnings stream), and the odds of meeting those expectations in the next five years. And if they are met, what the stock "could" under that scenario (all things equal), what kind of price/book the stock would likely have (then) and what that valuation would discount about next few years. Otherwise, just watch the chart, you'll have better answersFIG Investor and Trader Intelligencehttps://www.blogger.com/profile/11904248560688919127noreply@blogger.comtag:blogger.com,1999:blog-4645826905484195785.post-68939385182272808552007-01-24T19:16:00.000-08:002007-01-24T19:16:00.000-08:00You claim there is no one on Wall Street that can ...You claim there is no one on Wall Street that can fully explain why FMD has rallied for over the last year. Well you’re right the sell side analists consistently get this company wrong, including yourself (and especially Snowling and Tiano). If you are looking for a full and proper evaluation of FMD read Tom Brown on Bankstocks.com. But since you are an expert on financial stock you should already admire TB. <br /><br />All traders who have shorted FMD have paid dearly and most wouldn't be dumb enough to throw new good money away again. There have been short term opportunities for short profiting on FMD, but these were usually initiated by bad analysis from Snowling and Tiano. Investors have learned to disregard these guys. <br /><br />By the way FMD major advantage over its competition and potential competition is the Teri database. This helps make FMD bonds more desirerable to bond investors. And that is a barrier to entry. TB has explained this and other FMD advantages on his website. I suggest you read it.individual investorhttps://www.blogger.com/profile/11784013202479650872noreply@blogger.com