that would be 90 and just about were i predict we will be near end of year. Although i do feel it will be much higher est 137-147 between Jan.2014 and April 2014
the poster energetlc77 is a mentally ill person who follows my every post and gives thumbs down. Additionally he uses multiple aliases to do it, as well as to post lies about me.
Looks like MISM is about to SPAM off. With all of the recent developments I am going to start SPAMMING some MISM
I think I speak for most of us on the board when I say we aren't interested in this #$%$ match between you two. Vote with your wallet and quit worrying whether you win your argument. After 28 years of marriage I can say with some certainty that it's impossible to "win" any argument- whether you think you have or not.
That would be orgasmic. With essentially my whole bankroll in AIG warrants, I'd be set for life. But aside from thinking I'd never be lucky enough to win that lottery, I just don't see it in the numbers. According to Tilson, AIG's "normal" earnings will reach $5-$6. According to management, the 10% ROE that would imply won't be achieved till 2015- at least that's their goal. So say management is sandbagging a bit and they reach the upper range of that early, in 2014. That would imply a PE of 20X. Earnings growth beyond that $6 will be rather slow by comparison. Without a major buyback ($20B vs the one or two $5B anticipated) I cannot see the book value bump that would get us to the $10shr earnings implied by that $120 figure. The most optimistic projection I've seen (by some Asian 20-something on one of these web articles) puts earnings at $10/shr in 2018. I like his analysis and hope he's right. Nevertheless, that means we will take closer to five years to get to $120 than one. The good news is that there's no reason AIG can't continue to grow at a healthy clip from there. Again, I hope Sharpe makes me eat my words.
Hddriven, WW4231, airlineprofessor, energetic77, (my knockoff has an L in it) thenorwaymaple, frawdo... etc, etc, etc, are all aliases of the same douchebag that was voted idiot poster of the year on the STX board awhile back. Never provides any info or facts, just his pious opinion and then it whines like a little girl that the other posters are attacking him. Uses all his aliases to praise his other aliases posts...a true piece of work. Also posts as valueman60 etc, etc on the HK board. Deny it douchebag!
You falsely accusing me is evil, plain and simple.
The fact that your absolutely false and unfounded accusation post gets multiple thumbs up, is a sad commentary of the circumstances of this board.
That being said, I have faith , that despite the #$%$ tactics that you and your crowd employ, there are some honest and intelligent people who read the board, (many who do not post) who will see through your garbage, and it is for the sake of those that I will CONTINUE to participate
Note, that based on our posts, it is more likely that you are a paid pumper, but unlike you who accuses without any respect of truth, I will not accuse you, I will others use their intelligence to make their own determination.
They want to sell 80 to 90% of ILFC which will be completed next month.
This will take 25 billion of debt off the balance sheet. This is a non core asset so by selling 80 to 90% the rating agencies and the regulators will be satisfied AIG can withstand any stress test.
AIG will receive approximately 4.5 billion for roughly 80%
It is very probable we will see regular buybacks and a dividend initiated in the 3rd quarter. Cheers
Sentiment: Strong Buy
The next earnings announcement is at the end of July. The last one was two and a half weeks ago beating estimates
I thought divi would be next yr q1, but in last call it sounded like this could be as early as q3, once they sold off another company and understood how being rated. Also buy backs were likely. Don't know which they would perform first, but either one should lift the stock. I am thinking buy back and BIG buy back.
Sentiment: Strong Buy
i thought they mentioned they would talk about a div in a few weeks. at there earnings announcement!
AIG didn't announce they would let us know within a few weeks about a dividend.
I don't think we will see a dividend or more buybacks until after the next earning announcement. Cheers
Wish there were a few more, but that is his first....he had some other options etc in prior year, so to see this at over $45 per share, he obviously thinks it is going up...he has to hold for at least 6 mo, I believe, so this is not a quick turn...I think I smell Jan 14 options brewing in my future.
I think we are basing now and will break thru the 46 and higher once the divy is announced. it should be soon as they announced that they would let us know about a dividend in a few weeks. 50 should be soon! 60 by july 80 october. and something like 137-147 sometime year end to April 2014.