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TMFAleph1 (94.95)

Wells Fargo Is Attractive

Recs

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April 21, 2010 – Comments (9) | RELATED TICKERS: WFC , BAC , JPM

My thoughts on 1Q results. I welcome all constructive, informed criticism.

9 Comments – Post Your Own

#1) On April 21, 2010 at 9:52 PM, Donnernv (< 20) wrote:

Alex:

Why do you feel it necessary to pimp your MF articles on the CAPS site?  Every day?

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#2) On April 21, 2010 at 10:06 PM, nuf2bdangrus (< 20) wrote:

I find most of his articles thought provoking and informing. 

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#3) On April 21, 2010 at 10:09 PM, franktowntn (< 20) wrote:

At a 52-Week high and a loss of profit??? Hmmm....read this article.
 

"Wells said the weak economy is hurting loan demand. First-quarter net interest income was $11.1 billion, down 2 percent from a year ago as the bank’s average loans fell $58 billion, or 7 percent."
Read more: Wells Fargo posts lower Q1 profit - San Francisco Business Times:

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#4) On April 22, 2010 at 8:23 AM, djemonk (< 20) wrote:

Alex, thanks for pimping your MF articles on CAPS.  Pointed, topical articles about investing are, at times, shockingly rare in the CAPS blogosphere.  You're doing financial analysis, which is the basis of intelligent investing, and your CAPS posts help weed through the 100 or so MF articles published in a day.

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#5) On April 22, 2010 at 8:46 AM, TMFBabo (100.00) wrote:

I would prefer longer and more in-depth analysis.

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#6) On April 22, 2010 at 9:07 AM, TMFAleph1 (94.95) wrote:

nuf2bdangrus & djemonk,

Thanks for your words of support!

Best,

Alex Dumortier

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#7) On April 22, 2010 at 9:13 AM, TMFAleph1 (94.95) wrote:

@bullishbabo,

I would prefer to write longer and more in-depth analysis, but:

 (a.) That's not what most people appear to want, and as a result:

 (b.) The economics of the business don't support it.

Best,

Alex Dumortier

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#8) On April 22, 2010 at 10:28 AM, TMFBabo (100.00) wrote:

Fair enough.  I think I would enjoy your in-depth analysis, but I understand if I'm in the minority.  Your articles pique my interest, but leave me wanting more analysis (so I don't have to do as much of my own, lol).  Such is life.

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#9) On April 22, 2010 at 1:35 PM, djemonk (< 20) wrote:

> I understand if I'm in the minority. 

I'd be in the minority, also.  Any analysis TMF does is analysis that I don't have to do on my own.  I still check on what they're saying (trust, but verify), but it's a real timesaver to piggyback on great research.

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