July 9th, 2008
In a July 8 feature, Boone Pickens told CNBC he’s sticking with $150 oil for 2008. But where did Lehman Bros. see oil?
Also on Tuesday, JP Morgan (JPM - Annual Report) said U.S. crude futures may hit $150 later this month, while Lehman Brothers (LEH) raised its oil price forecast to an average $127 a barrel for 2008 from its previous assumption of $105.
June 17th, 2008
In “Take Your Position: Financials” Fast Money’s Guy Adami says “take at least half your position off the table” for:
If you’re long Lehman (LEH) take at least half your position off the table, he replies.
June 10th, 2008
n “Lehman to Raise $6 Billion, Expects $2.8 Billion Loss” (June 9), who offered insights to CNBC’s Squawk Box?
David Einhorn, of hedge fund Greenlight Capital, which has sold shares of Lehman short in a bet they will decline, told CNBC’s “Squawk Box” that he wonders if Lehman is raising enough money to fix its problems.
In the models I follow, Lehman (LEH) looks good for return potential, but its earnings momentum, price momentum and free cash flow are lousy.
June 6th, 2008
In “What Options are Saying about Lehman” Rebecca Darst said “the question…on everyone’s lips” is whether there is a
“The question, I think, on everyone’s lips is whether we’re seeing a Bear Stearns-like setup in Lehman Brothers,” said Rebecca Darst of Interactive Brokers on CNBC’s “Squawk Box.”
I’m still avoiding Lehman Brothers (LEH).
June 6th, 2008
In “Top Videos: Hottest-Selling Funds, Lehman & More” what type of meat does Cramer reference?
Stop Trading, Listen to Cramer!
“We’re in a situation right now that if you wanted good chicken, that you weren’t worried about because you like chicken ‘cause your diet is now pro-protein and you’re in China, the good housekeeping seal of approval is Kentucky Fried Chicken. And, Yum Brands (YUM) is moving big there… “
In the models I follow, Lehman (LEH) looks good for return potential, but its earnings momentum, price momentum and free cash flow are lousy.
Yum Brands (YUM), on the other hand, looks pretty good. It earns high marks for earnings quality, price momentum and return potential.
