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FIG Trader

The author of FIG Investor and Trader Intelligence is a sector strategist with 10 years of fundamental experience dissecting income statements and balance sheets -- but holds the utmost respect for Mr. Market.

Visit his site: Fig Trader Intelligence

FIG Trader's Latest Articles

Why Kass Is Wrong About Berkshire Hathaway
on Jun 05, 2008 about KFT, AXP, BRK.A
GSEs: The Tail Wagging the Credit Market Dog?
on Apr 09, 2008 about FRE, FNM
A Trader's Dream: Handicapping Indymac
on Feb 19, 2008 about IMB
First Marblehead's Demise Effectively Closes the Bear Case
on Dec 07, 2007 about FMD
A Long/Short Play on Monoline Insurers
on Nov 16, 2007 about AGO, ABK
JPM: What Kind of a Deal Could Jamie Dimon Get for Capital One?
on Nov 14, 2007 about COF, JPM
What's Next for the Financial Sector?
on Nov 12, 2007 about GS, LEH, BSC
Should You Buy Indymac On The Capitulation This Morning?
on Nov 07, 2007 about IMB
Will ACA Capital Report A Complete Breach?
on Nov 07, 2007 about ACAH.PK, MBI, ABK
Two Reasons To Buy Sallie Mae Before Everybody Else Does
on Nov 07, 2007 about FMD, SLM
Expecting a Short Squeeze in Financials
on Nov 06, 2007 about CFC, ACF, ABK
Opportunistic Short Opportunities In Financials
on Sep 24, 2007 about ACE, FMD, AIG
Price/Book Not So Helpful in Assessing Broker-Dealers
on Sep 07, 2007 about GS, C, BSC
Why's Everyone Selling First Marblehead?
on Sep 05, 2007 about FMD, PHLY, CB
It's Too Late To Short The Financial Sector
on Aug 29, 2007 about GS, LEH, BSC
Financial Sector Opportunities: A Mid-Year Evaluation
on Jul 10, 2007 about BEN, BLK, CNO
Property/Casualty Insurance Sector Falling Short
on Jun 27, 2007 about CFC, FNM, AGII
Mortgage Securities: Investing For Value in a Turbulent Environment
on Jun 26, 2007 about FRE, FNM
Freddie Mac: Capitalize on Subprime Chaos
on Jun 22, 2007 about FRE
Going Long Sallie Mae? Consider Shorting First Marblehead
on Jan 24, 2007 about FMD, SLM
A Low-Risk Long/Short Financial Institution Arbitrage Strategy
on Jan 03, 2007 about CFC, FRE, FNM
ACE Limited and the Expectations Investment Game
on Jan 03, 2007 about ACE
Philadelphia Consolidated: Why Forbes Bulls Are Wrong
on Dec 28, 2006 about PHLY
GE and Citigroup Rallies: How Wall St. Missed It
on Dec 28, 2006 about C, GE
Why The Total Reliance on ROE and Price/Book Ratio for Financial Stocks?
on Dec 20, 2006
AFLAC: The Risk Is Being Out Of This Stock
on Dec 19, 2006 about AFL
Risk Versus Reward In Financial Institution Stock Valuations
on Dec 19, 2006 about C, AXP, BAC
First Marblehead: Little Risk Priced In
on Dec 14, 2006 about FMD
The Bear Case on First Marblehead
on Dec 12, 2006 about FMD
Pair Trade: Long Capital One, Short American Express
on Dec 08, 2006 about AXP, COF
The Short Case for Sallie Mae
on Sep 06, 2006 about SLM

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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