Ryan Freund

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    • Tue May 13th 13:49 PM
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      Commented on:
      Beware the Financials Value Trap
      The last sentence of this document was butchered.... see the full version here:

      freundinvesting.com/20.../

      View article »
    • Tue Apr 29th 10:10 AM
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      Commented on:
      Still Too Early For Banks
      Good article. Thanks for sharing your insights. I happen to agree with everything you said!
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    • Tue Apr 29th 10:08 AM
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      Commented on:
      Sell Into the Financials Rally - Morgan Stanley
      Thanks for the comments, everyone. Great discussion!
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    • Tue Apr 29th 10:06 AM
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      Commented on:
      Blood in the Streets: Buy and Hold GE, For Now
      bds,

      GE is a global player, which partially shields it from inflationary pressure here in the US. Are there better plays out there? Sure, but GE, after getting the crap kicked out of it, might be one of the safest and best plays.
      View article »
    • Mon Apr 28th 14:45 PM
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      Commented on:
      Blood in the Streets: Buy and Hold GE, For Now
      Capgain,

      No problem! I wish I had a grandfather that planned ahead like that! Good luck, though investors like us don't really need luck... :)
      View article »
    • Mon Apr 28th 12:18 PM
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      Commented on:
      Blood in the Streets: Buy and Hold GE, For Now
      Norman,

      Even if the stock price doesn't change for another 10 years, the dividend will continue to be paid and increased. Virtually no downside risk and, if the stock does start to get out of its rut, there's significant upside.
      View article »
    • Wed Apr 23rd 11:09 AM
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      Commented on:
      Subprime Mortgage Losses: Not as Bad as Advertised
      If those in the $282 billion bucket are indeed refi's, this article is quite misleading and should be clarified! Hopefully that wasn't the author's intent!
      View article »
    • Wed Apr 23rd 10:35 AM
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      Commented on:
      The Impending Mortgage Crisis
      MByington,

      It could be that banks are overrun by foreclosures and simply do not have the manpower to respond. That would be my guess. That or they're holding out for the markets to improve, which would be a terrible move.
      View article »
    • Wed Apr 23rd 10:33 AM
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      Commented on:
      The Impending Mortgage Crisis
      By the way - do you have any short positions? Just curious...
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    • Wed Apr 23rd 10:30 AM
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      Commented on:
      Subprime Mortgage Losses: Not as Bad as Advertised
      After reading the comments - IanB has an excellent point. How were these loans paid? If it's through refis, then doesn't that mean that $282 billion is still at risk?
      View article »
    • Wed Apr 23rd 10:28 AM
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      Commented on:
      Subprime Mortgage Losses: Not as Bad as Advertised
      With house prices declining and cost of living skyrocketing, I believe your $100 billion estimated losses, of the $306 billion, is inaccurate. Only time will tell, though, as it's really up in the air.

      I am particularly curious as to how you seem to think CNBC has been all doom and gloom. They have been pumping bank stocks and saying "the worst is over" louder and more often than anyone else.

      As a sidenote, I agree that the subprime mess is getting cleared up. Prime, Alt-A, auto loans, and commercial loans are not out of the woods yet. If those perform well, your analysis that everything is OK now is probably correct. If they don't perform well (and honestly, I don't see how they can), then everything is about to get much much worse.
      View article »
    • Wed Apr 23rd 10:15 AM
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      Commented on:
      The Impending Mortgage Crisis
      Great article, thanks. I agree with everything you've said.
      View article »
    • Wed Apr 23rd 10:00 AM
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      Commented on:
      Rail Carrier Trinity Appears Undervalued
      I agree that the structural wind tower and barge industries are very promising for TRN. It's basically a mutual fund of the best industries out there, without the management fee! TRN should be selling in the mid $40's.

      Thanks for the comments.
      View article »
    • Mon Apr 21st 16:33 PM
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      Commented on:
      Libor Jump Means More Pain for Financials
      Take solace in the fact that bank earnings have been severely hampered by the reduction of business. Add to that the reduction in leverage (and the resulting increase of reserves) and banks are still too richly valued. Future quarters will reveal the truth that the market makers are trying to hide.
      View article »
    • Wed Apr 16th 14:27 PM
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      Commented on:
      How To Solve the Housing Crisis Tomorrow
      Oh and to clarify, don't help those who have multiple properties, only those with one - their primary residence.
      View article »