Comments on: First Marblehead Shouldn’t Be Jealous of Sallie http://ContrarianEdge.com/2007/05/31/first-marblehead-shouldnt-be-jealous-of-sallie-11/ Vitaliy Katsenelson blog on the economy, stock market, and stocks. Applying Active Value Investing approach. Sun, 21 Mar 2010 14:46:01 +0000 http://wordpress.org/?v=abc hourly 1 By: jeff http://ContrarianEdge.com/2007/05/31/first-marblehead-shouldnt-be-jealous-of-sallie-11/comment-page-1/#comment-42424 jeff Mon, 17 Dec 2007 00:31:25 +0000 http://ContrarianEdge.com/2007/05/31/first-marblehead-shouldnt-be-jealous-of-sallie-11/#comment-42424 been accumulating fmd for a week on each drop from 14.25, gonna laugh my nutaro's off in less than one year at the idiots selling a quality company with this much free cash flow and cash avail. at the bottom.. PEOPLE.... BUY LOW SELL HI... jg been accumulating fmd for a week on each drop from 14.25, gonna laugh my nutaro’s off in less than one year at the idiots selling a quality company with this much free cash flow and cash avail. at the bottom.. PEOPLE…. BUY LOW SELL HI…

jg

]]> By: Vitaliy http://ContrarianEdge.com/2007/05/31/first-marblehead-shouldnt-be-jealous-of-sallie-11/comment-page-1/#comment-14842 Vitaliy Sat, 02 Jun 2007 15:49:19 +0000 http://ContrarianEdge.com/2007/05/31/first-marblehead-shouldnt-be-jealous-of-sallie-11/#comment-14842 Hi Jason, I wish I could take the full credit for this analysis, but I cannot. Tom Brown did a series of excellent write ups on his bankstocks.com (a must read) . My main contribution is the “worst case” analysis, which provided me a needed confidence to buy FMD for my firm and myself. Best, Vitaliy Hi Jason, I wish I could take the full credit for this analysis, but I cannot. Tom Brown did a series of excellent write ups on his bankstocks.com (a must read) . My main contribution is the “worst case” analysis, which provided me a needed confidence to buy FMD for my firm and myself.

Best,

Vitaliy

]]> By: Jason http://ContrarianEdge.com/2007/05/31/first-marblehead-shouldnt-be-jealous-of-sallie-11/comment-page-1/#comment-14840 Jason Sat, 02 Jun 2007 15:25:50 +0000 http://ContrarianEdge.com/2007/05/31/first-marblehead-shouldnt-be-jealous-of-sallie-11/#comment-14840 Vitaliy Absolutely brilliant analysis. I love hearing about opportunities like this from your point of view. Gives the smaller investor wonderful insight from professionals like yourself. Keep it coming. Cheers, Jason Vitaliy

Absolutely brilliant analysis. I love hearing about opportunities like this from your point of view. Gives the smaller investor wonderful insight from professionals like yourself.

Keep it coming.

Cheers,

Jason

]]> By: Neverlimp http://ContrarianEdge.com/2007/05/31/first-marblehead-shouldnt-be-jealous-of-sallie-11/comment-page-1/#comment-14702 Neverlimp Fri, 01 Jun 2007 00:13:22 +0000 http://ContrarianEdge.com/2007/05/31/first-marblehead-shouldnt-be-jealous-of-sallie-11/#comment-14702 By cancellations, do you mean prepayments? The up-tick in prepays has been very small and the yield curve has steepened about 20bps since the conference call. By cancellations, do you mean prepayments? The up-tick in prepays has been very small and the yield curve has steepened about 20bps since the conference call.

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