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Participaciones del usuario Mr_Simpson - Preferentes

Mr_Simpson 04/11/09 06:18
Ha respondido al tema CIT.A (+125%) Target $6- $8 A corto plazo.... No dejéis pasar esta oportunidad
Martinez: cuando yo di esa noticia CIT-PA subio hasta 4.85 las ultimas 2 semanas tb tubo subidas de hasta el 30%. Eres un amargado... sorprendenos con 1 buen trade campeon... pero para toda la comunidad asi nos demuestras tus habilidades y lo evaluamos todos. Yo me sali de CIT-PA despues de la segund noticia. Evalue los riesgos y ellos no eran WAMU ni de lejos. Esta empresa sera de los bonistas y Carl Icahn. Lo dicho en vez de señalar, preguntar y patalear...ILUMINANOS!!!!
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Mr_Simpson 11/08/09 12:14
Ha respondido al tema WAMPQ - ISIN US9393228146 (WASHINTON MUTUAL INC)
El juicio que hay pendiente le puede salir a JPM y FDIC entre $30 Billones y $50 Billones. Con $4 Billones las preferentes recuperan su valor nominal y son pagadas 100%. En el caso de WAMPQ su valor nominal es $1000 +7.75% interés El resto es para comunes. Así que haceros las kabalas de números. Yo sigo pensando que antes de finales de Septiembre vamos a tener una dirección clara de una potencial resolución a la demanda via "Acuerdo extrajudicial" debido a la presión que tiene JPM a través del Discovery (interrogatorios) por parte de WAMU.
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Mr_Simpson 23/07/09 21:35
Ha respondido al tema CIT.A (+125%) Target $6- $8 A corto plazo.... No dejéis pasar esta oportunidad
http://online.wsj.com/article/SB124829333563673273.html?ru=yahoo Junto con esta noticia y el 8K que sale a finales de mes. Creo que en Agosto estaremos bien. Demasiado importante para el comercio para dejarla morir es mi opinion. CHICAGO (Dow Jones)--CIT Group Inc. (CIT) could raise more than $8 billion from the sale of its profitable transport assets, though the value likely would be pressured by weakening end markets and rival sellers. In recent quarters, the aircraft and rail leasing units have been the most profitable for CIT, the U.S. financial services group that staved off bankruptcy this week with $3 billion in fresh financing. The parent company still faces serious financial challenges. CIT used part of its aerospace unit's assets as collateral for the fresh funding, which it secured after the U.S. government last week backtracked from providing support. Lenders would likely have to approve any transaction involving aircraft. The company hasn't confirmed whether it would seek buyers for the aircraft and rail units, and couldn't immediately be reached for comment Wednesday. Both businesses have attracted interest from prospective bidders over the past two years. CIT dropped plans last year to sell the rail unit after finding offers unattractive, while the larger aircraft business would join three or more rivals seeking buyers, and market conditions in both sectors have softened. General Electric Co. (GE), which owns the largest aircraft leasing business, also explored a sale of its rail unit last year. The CIT Aerospace unit leases and manages a fleet of 302 aircraft, according to consultant UBM Aviation Worldwide, ranking it among the top five in the industry by value. It has an additional 109 on order. While CIT hasn't signaled plans to sell transportation assets, any effort to raise funds faces the hurdle of efforts by American International Group Inc. (AIG) to sell International Lease Finance Corp., one of the two dominant aircraft leasing companies. GE's Gecas unit is the other major world player. Richard Aboulafia, an aerospace consultant with Teal Group, said valuing CIT Aerospace may hinge on the fate of ILFC, given the latter's size. AIG's protracted talks with potential private-equity buyers have seen the price tag shorn from a book value of around $7 billion to less than $4 billion, according to people familiar with the process. CreditSights said the unit could realize around $5.3 billion after repaying debt.
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