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AUTHOR
DATE
SUBJECT
15
member
7/05/05 7:29PM
leaps
unless you do them in a ratio, the conversion is effectively going long the stock... 60 strike calls are not uninteresting although at a 20 vol...you're paying up a lot and also 10 pts... login to read the rest
have you looked at the Jan 07 calls and puts? And if so, do you have any thoughts? I thought some of the calls looked interesting and potentially selling some of the higher... login to read the rest
1) My sense is that the company agrees with your logic, and I believe that they will raise their ROE target as opposed to lower eps guidance.
2) Re the discrepancies, as I understand... login to read the rest
1) do you think that pricing really has to come done that much? there is the
network effect and incremental volume does help overall margins by falliing to the bottom
line. At the same... login to read the rest
1) do you think that pricing really has to come done that much? there is the network effect and incremental volume does help overall margins by falliing to the bottom line. At the same... login to read the rest
I think it is safe to assume that AXP's interchange pricing will continue to decline. Given the network effects nature of the business and high incremental margin, volume growth through spending can easily and
This may be a stupid question since I have not spent alot of time on AXP, but could you explain what the economics are of a charge card vs. credit card and why WMT wants... login to read the rest
This may be a stupid question since I have not spent alot of time on AXP, but could you explain what the economics are of a charge card vs. credit card and why WMT wants... login to read the rest
good cover story on Chenault in todays usa today. Some good information on his character and competence from people who have known him a very long time.
1) re net interest margin/funding costs… just looking at the liabilities (backing out the bank and AEFA) and ignoring all assets, there is about 50mm of debt. $15bn is short-term and will re-price up.... login to read the rest
Thanks for a nice writeup.
(1) You mention Amex's relatively limited exposure to NIM, but could you quantify what you think this limited impact might be? I understand that Amex swaps out much of its... login to read the rest
Are you sure you want to close this position american express?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
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