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发表于 2009-4-22 04:19 PM
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我觉得BAC是可以Long的。BAC持有建行近20%股份,只选择了Cash out很小一部分,或许说明目前并不缺钱。Q1的earning个人觉得是所有银行里最好的,为什么Kenneth Lewis要说一堆negative的话,目前不得而知,可能是怕枪打出头鸟或从长远出发。另外, q1 press release里撇开一堆数字不谈,有没有人注意到这一段:
“To meet rising refinancing and first mortgage application volume, the company is in the process of adding approximately 5,000 positions in fulfillment. In addition, the company has more than 6,400 associates in place to address increasing needs from consumers for assistance with loan modifications.” |
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