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AUTHOR
DATE
SUBJECT
4
member
11/29/22 11:36AM
Allowance
8 quarters of GFC NCOs (~2%) + 30bps would be about 1.2 billion in additional provisions above normalized 1.6% level for retail auto loans. Fed Stress case is much more penal than this as the... login to read the rest
A few questions
1-how do you feel about managements approach to acquisitions? they terminated the $2.65B Cardworks deal--they did buy Fair Square? the core position in consumer auto finance is dominant--and profitable-but maybe not a growth... login to read the rest
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