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AXP

Is American Express (and financial stocks) still cheap?

in Stock Analysis by

Financial stocks had a huge run up from their bottom. Many have doubled and tripled, but are they still cheap? It’s almost impossible to value big financial institutions like Citigroup (C), Bank of America (BAC), or Goldman Sachs (GS) — they’re a lot like hot dogs — you don’t really know what’s inside of them;…

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Video Interview with Yahoo TechTicker

in 5 Minutes of Fame by
techticker2

I did three 5 minute segment interviews on Yahoo TechTicker with Aaron Task and Henry Blodget.  Here are links to the videos: Only Time Can Cure What Ails Us: Stocks Slump on Bailout, Stimulus News Range-Bound at Best: The Long View on Stocks Isn’t Much Better, Says Vitaliy Katsenelson Active Value Investing: The Bull Case for…

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Quoted in Barron’s on AmEx

in 5 Minutes of Fame/Stock Analysis by

I was quoted in this week’s Barron’s on AmEx (AXP): “This company can weather a huge hurricane and come out fine,” says Vitaliy Katsenelson, head of research at Investment Management Associates in Denver. “American Express is one the simplest financial companies to analyze. It’s much more transparent than Citigroup or JPMorgan or Goldman Sachs. He argues…

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AmEx as a Bank Holding Company

in Stock Analysis by

AmEx becoming a bank holding company (BHC) is not just net positive for the company it is simply positive. When a highly leveraged investment bank like Goldman Sachs turns into a BHC, its future profitability suffers as its leverage drops to commensurate level of the bank. Lower leverage leads to lower profitability.  AmEx on another…

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The Wall Street Transcript Interview Excerpts

in 5 Minutes of Fame/China by

I was interviewed by The Wall Street Transcript, here are some excerpts from the interview: Investing vs. speculating Let’s talk about financial stocks for a second, because I’m sure they are on investors’ minds right now. You want to be an investor rather than a speculator; at least I am talking about investing. If you…

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