Comments on: Lehman Tanks, Stock Down Nearly 14% http://www.nakedcapitalism.com/2008/06/lehman-tanks-stock-down-over-11.html Sun, 22 Nov 2009 19:08:53 -0500 http://wordpress.org/?v=2.8.4 hourly 1 By: Anonymous http://www.nakedcapitalism.com/2008/06/lehman-tanks-stock-down-over-11.html#comment-9411 Anonymous Thu, 12 Jun 2008 02:52:00 +0000 http://www.nakedcapitalism.com/2008/06/lehman-tanks-stock-down-nearly-14/#comment-9411 How much of a hit did Lehman take from the write-down of the monolines? How much of a hit did Lehman take from the write-down of the monolines?

]]> By: Anonymous http://www.nakedcapitalism.com/2008/06/lehman-tanks-stock-down-over-11.html#comment-9395 Anonymous Wed, 11 Jun 2008 22:40:00 +0000 http://www.nakedcapitalism.com/2008/06/lehman-tanks-stock-down-nearly-14/#comment-9395 LEH is toast, but look at WM! They have $300B in hot air and IMHO, they are failing fast! LEH is no doubt in same connected boat with lifejackets full of holes!!!<br/><br/>http://msnmoney.brand.edgar-onli...nYirWE7UTloF- o1<br/><br/>Loan held in portfolio = $242 Billion! <br/><br/>Investment securities = $5B<br/><br/>MBS = $18 B<br/><br/>Total available for sale securities = $18B (lots of problems there with Level 3)<br/><br/>WM has more Level 3 issues, do your DD!<br/><br/>Estimates used by the Company to determine the fair value of certain of our assets that may prove to be imprecise and result in significant changes in valuation.<br/><br/>Tangible equity to total tangible assets -- Excludes unrealized net gain/loss on available-for-sale securities and cash flow hedging instruments, goodwill and intangible assets (except MSR) and the impact from the adoption and application of FASB Statement No. 158, Employers' Accounting for Defined Benefit Pension and Other Postretirement Plans . Minority interests of $3.91 billion, $3.92 billion, $2.94 billion, $2.94 billion and $2.45 billion at March 31, 2008, December 31, 2007, September 30, 2007, June 30, 2007 and March 31, 2007 are included in the numerator LEH is toast, but look at WM! They have $300B in hot air and IMHO, they are failing fast! LEH is no doubt in same connected boat with lifejackets full of holes!!!

http://msnmoney.brand.edgar-onli…nYirWE7UTloF- o1

Loan held in portfolio = $242 Billion!

Investment securities = $5B

MBS = $18 B

Total available for sale securities = $18B (lots of problems there with Level 3)

WM has more Level 3 issues, do your DD!

Estimates used by the Company to determine the fair value of certain of our assets that may prove to be imprecise and result in significant changes in valuation.

Tangible equity to total tangible assets — Excludes unrealized net gain/loss on available-for-sale securities and cash flow hedging instruments, goodwill and intangible assets (except MSR) and the impact from the adoption and application of FASB Statement No. 158, Employers’ Accounting for Defined Benefit Pension and Other Postretirement Plans . Minority interests of $3.91 billion, $3.92 billion, $2.94 billion, $2.94 billion and $2.45 billion at March 31, 2008, December 31, 2007, September 30, 2007, June 30, 2007 and March 31, 2007 are included in the numerator

]]> By: tomd http://www.nakedcapitalism.com/2008/06/lehman-tanks-stock-down-over-11.html#comment-9394 tomd Wed, 11 Jun 2008 22:28:00 +0000 http://www.nakedcapitalism.com/2008/06/lehman-tanks-stock-down-nearly-14/#comment-9394 I think she will be in the women's wing of the jail. <br/><br/>But wait, maybe Michael will be too. I think she will be in the women’s wing of the jail.

But wait, maybe Michael will be too.

]]> By: Anonymous http://www.nakedcapitalism.com/2008/06/lehman-tanks-stock-down-over-11.html#comment-9393 Anonymous Wed, 11 Jun 2008 22:22:00 +0000 http://www.nakedcapitalism.com/2008/06/lehman-tanks-stock-down-nearly-14/#comment-9393 let's see...<br/><br/>last week, lehman selectively leaked bits of info to the media portraying everything as ok. then it went into the open market and bought stock. then they did a deal and said everything's ok. then another selective leak today where a korean institution may pump more money in after the $28 raise broke issue price. if this stock goes bankrupt, somebody's going to get thrown in a cell with michael jackson and come out with an @$$hole the size of a hula hoop when they get out of prison. let’s see…

last week, lehman selectively leaked bits of info to the media portraying everything as ok. then it went into the open market and bought stock. then they did a deal and said everything’s ok. then another selective leak today where a korean institution may pump more money in after the $28 raise broke issue price. if this stock goes bankrupt, somebody’s going to get thrown in a cell with michael jackson and come out with an @$$hole the size of a hula hoop when they get out of prison.

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