Capital One is becoming much more bank-like. |
I don't see how Lehman shares can go up meaningfully from here. This is a record valuation for them. A lot of the good news is in the stock price. |
I think we can certainly see another few (leaving). It's going to be different company going forward. |
Is any of this stuff going to destroy the underlying value of Citigroup? ... The answer is: No. |
It all went right, that's all you can say with a number like this. I don't think they can sustain this. |
Mack is certainly going to continue to reshape the company and the board, |
Mack is certainly going to continue to reshape the company and the board. There will be guys who are going to be with the program and guys who won't. |
Mack is not going to sell damaged goods. If he can fix it, he'll get a higher price. |
The smaller (bank) companies can feed off the crumbs from the big guys. And it's pretty amazing when you see what is left there. |
There is nothing wrong that you can criticize and say it's a bad quarter. |
These are all steps in the right direction. Clearly the sale of the aircraft unit is a positive. I have questioned for a long time why they've had it. Good riddance. |
This is a precursor to a deal -- but I would not look for something that changes the face of the franchise. |
You basically had a board that backed Purcell, and Purcell has gone, so you would expect over time the guys who were his supporters to slowly be leaving or forced out, |