Financial News from Street Signs from 11/13/2009

Heard on Street Signs: CEO of JPM Discussed

Ockham is always interested to know what the Cheif Executive is up to for any company, and we noticed a mention of JPM's CEO on Street Signs.

One quick note, in the book I talk about this, when bear stearns was imploding, remember he was one of the few bidders, there was an analysis inside JPMORGAN about what would happen if they just let bear stearns in march of 2008 die, not even pick him up for $2 a share. They believed at that point there were people inside JPMORGAN that were advocating let bear stearns fail. Because JPMORGAN would come back and pick up all the pieces. Sorted of a scavenger, basically running the rest of wall street. >> iman, do you think there are some on capitol hill, by the way barney frank was quoted by your paper just a few days ago, mentioning jamie dimon specifically, more highly regarded than some of the

“… for $2 a share. They believed at that point there were people inside JPMORGAN that were advocating let bear stearns fail. Because JPMORGAN would come back and pick up all the pieces. Sorted of a scavenger, basically running the rest of wall street. >> iman, do you think there are some on capitol hill, by the way barney frank was quoted by your paper just a few days ago, mentioning jamie dimon specifically, more highly regarded than some of the …”

Street Signs: C is Among Most Active Stocks in the News Today

We are observing a lot of attention being paid to C in the news, so if you hold the stock you may want to take a look at whats going on.

>> it's going to have to go through the federal government. Says no. You could see a scenario of things get worse, if the economy gets back, where CITIGROUP is basically taken apart pretty and jamie dimon would love that to happen. One quick note, in the book I talk about this, when bear stearns was imploding, remember he was one of the few bidders, there was an analysis inside jpmorgan about what would happen if they just let bear stearns in march of 2008 die, not even pick

“… book I talk about this, when bear stearns was imploding, remember he was one of the few bidders, there was an analysis inside jpmorgan about what would happen if they just let bear stearns in march of 2008 die, not even pick …”

See Who is Talking About News from WPO on Street Signs

News has broken via the television and viral blogs regarding WPO, so investors should take an interest in learning what was said.

Jamie dimon was the "people" 100 most beautiful list and left mr. Dimon off. This year. He got this op ed in the "WASHINGTON POST," we ask, is jamie dimon too big to fail? Is he too powerful and running washington's financial reform from his office on park avenue? Joining us is ivan and charlie gasparino, author of "the sellout." you see it there. Gentlemen, it was actually kind of fun to go through this list

“… k avenue? Joining us is ivan and charlie gasparino, author of "the sellout." you see it there. Gentlemen, it was actually kind of fun to go through this list …”

Street Signs: Topics Include Emerging Markets and MCD

McDonald's Corporation and an emerging market growth strategy were discussed recently on MCD.

And the united arab em bratsiratesemirates. Still though, america number one, although maybe not so much in russia where there aren't so many MCDONALD'S. Up next, kudos to this banker who stepped up when no one else but is it time for him to take a step back. The big question surrounding jamie dimon next.

“… ack. The big question surrounding jamie dimon next. …”

Delevoping Economies and Where MCD Fits In on Street Signs

McDonald's Corporation and an emerging market growth strategy were discussed recently on MCD.

Burger king planning to open its first restaurant in russia that the second biggest hamburger chain and it's in talks with potential franchise partners in moss cow. MCDONALD'S has been in russia for 20 years, they have about 300 restaurants but the country is still considered underpenetrated by fast food the u.S. Is still the most desirable place to live though. The gallup world poll found 700 million people around the world would like to pick up and leave their home country for another country, and the top five places

“… y is still considered underpenetrated by fast food the u.S. Is still the most desirable place to live though. The gallup world poll found 700 million people around the world would like to pick up and leave their home country for another country, and the top five places …”

Emerging Markets and BKC Covered on Street Signs

Burger King Holdings, Incorporated and an emerging market growth strategy were discussed recently on BKC.

Markets are more resilient than sometimes regulators give them credit for. >>> in today's street passport, BURGER KING planning to open its first restaurant in russia that the second biggest hamburger chain and it's in talks with potential franchise partners in moss cow. Mcdonald's has been in russia for 20 years, they have about 300 restaurants but the country is still considered underpenetrated by fast food the u.S. Is still the most

“… ers in moss cow. Mcdonald's has been in russia for 20 years, they have about 300 restaurants but the country is still considered underpenetrated by fast food the u.S. Is still the most …”

Too Much Debt? See What Street Signs Says About Wal-Mart Stores, Incorporated

At Ockham, we look to make sure that any debt taken on by a company corresponds directly to increases is sales. Take a look at RazorWire for the latest on WMT's debt from Street Signs.

>>> WALMART is stepping into the breach left by cit's bankruptcy and helping its 60,000 suppliers get credit. This could be a huge shift in the entire lending market to be honest and michelle caruso-cabrera has the details. Michelle? >> it's a new program that we're learning about today, erin, and it speaks to still the difficult state of the credit markets for a lot of the small companies out they have a new program for the 60,000 suppliers to WALMART. Normally if you are a supplier to WALMART, it takes you 60 to 90 days to get paid. Under this new program only 10 say you produce 1,000 widgets and WALMART owes you $1,000. You take that invoice and you bring it to one of WALMART's partner banks, either we wills fargo or citigroup, they give you the money instead and then they wait to get paid by what's key here is the interest rate that they're going to charge those small suppliers is going to be based on WALMART's aa credit rating, so the interest rate will be presumably lower than if the lender had to go to a local bank. This is called eded factoring. Cit used to do it all the time. This is probably WALMART's effort to fill that void and you wonder does it become permanent when cit comes out of bankruptcy, if indeed it does, do they find out they have a huge competitor that they didn't have before? >> goes to show maybe the markets are more resilient than sometimes regulators give them credit for.

“… that we're learning about today, erin, and it speaks to still the difficult state of the credit markets for a lot of the small companies out they have a new program for the 60,000 suppliers to WALMART. Normally if you are a supplier to WALMART, it takes you 60 to 90 days to get paid. Under this new program only 10 say you produce 1,000 widgets and WALMART owes you $1,000. You take that invoice and you bring it to one of WALMART's partner banks, either we wills fargo or citigroup, they give you the money instead and then they wait to get paid by what's key here is the interest rate that they're going to charge those small suppliers is going to be based on WALMART's aa credit rating, so the interest rate will be presumably lower than if the lender had to go to a local bank. This is called eded factoring. Cit used to do it all the time. This is probably WALMART's effort to fill that void and you wonder does it become permanent when cit comes out of bankruptcy, if indeed it does, do they find out they have a huge competitor that they didn't have before? >> goes to show maybe the markets are more resilient than sometimes regulators give them credit for. …”

Does Citigroup, Incorporated Have a Debt Issue? See the Report from Street Signs

Leverage is not necessarily a bad thing for C or any other company, but staying informed on their debt is important. A recent story from Street Signs discusses C's debt.

Say you produce 1,000 widgets and walmart owes you $1,000. You take that invoice and you bring it to one of walmart's partner banks, either we wills fargo or CITIGROUP, they give you the money instead and then they wait to get paid by what's key here is the interest rate that they're going to charge those small suppliers is going to be based on walmart's aa credit rating, so the interest rate will be presumably lower than if the lender had to

“… he interest rate that they're going to charge those small suppliers is going to be based on walmart's aa credit rating, so the interest rate will be presumably lower than if the lender had to …”

Dick's Sporting Goods, Inc. Was Talked About by Street Signs

News has broken via the television and viral blogs regarding DKS, so investors should take an interest in learning what was said.

The initial reaction is to think retailers would not be happy with the news. Who is going to buy a jersey if it's rendered obsolete next season? Officials at DICK'S SPORTING GOODS said there's already a hesitation on buying for james jersey because it's not clear if he'll be playing for the cavaliers at the end of the in james stay was the cavs, history history has shown they will buy the new jersey. Kobe bryant changed from 8 to 24

“… ot clear if he'll be playing for the cavaliers at the end of the in james stay was the cavs, history history has shown they will buy the new jersey. Kobe bryant changed from 8 to 24 …”

See More News on FO from Street Signs

As always, the latest news on FO is available to Ockham clients through RazorWire, and it was mentioned recently on Street Signs.

First time home buyer, the first thing they do is a buy a whirlpool, then they definitely go to the store and buy new that's why I think FORTUNE BRANDS,f fo, should not be lagging, it should be going >> not yet. >> enjoy your wonderful weekend. >> not yet! Bye. >> bye, jim. I will see you on monday in we can talk about ben's martini lunch. >> you bet. >> jim tonight on his show at

“… ! Bye. >> bye, jim. I will see you on monday in we can talk about ben's martini lunch. >> you bet. >> jim tonight on his show at …”