The Faber Report
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For years, short-sellers have crawled all over Netflix, convinced the company’s shares were overvalued versus its expected growth path. And for years, they closed their short positions and went home with plenty of pain and no profits. That they would eventually be proved right in some measure certainly seemed plausible.
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Are Mozilo And Countrywide Only the First Targets?
Posted By: David Faber
I find myself wondering, based on the evidence the SEC is offering up in its complaint, whether the agency is poised to come after many other firms that failed to alert their shareholders to the risks they were taking in the mortgage market.
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Beyond Banks: Debt Market Offers New Money & New Life
Posted By: David Faber
With all the attention on the big banks and the tens of billions in new capital those banks have been able to raise over these last few weeks, it’s easy to miss the fact that companies from a diverse group of industries and with a diverse group of credit ratings have also plunged into the debt and equity markets.
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Faber Report: How Troubled Is Private Equity? Ask KKR
Posted By: David Faber
It’s not often we get detailed data on the world of private equity. Other than SEC filings from Blackstone little information makes its way into the public realm. That’s why this weekend’s “update” from the private equity giant KKR provides an interesting window into the struggles that have hit the once mighty firms of private equity.
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Big Payoffs & Lessons From Bank Of America's Big Rewards
Posted By: David Faber
With its shares up almost 20% from where it priced its massive offering of stock late yesterday, hedge funds that got sizeable allocations of Bank of America shares are crowing, while many accounts that got cut back severely on their requests are cursing.
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You Shouldn't Need Proxy Advisers
Posted By: David Faber
Why should any institution outsource the decision of whom to vote for in a particular proxy fight to an outside firm?
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Microsoft Debt Deal Not A Sign Of Pending Purchase
Posted By: David Faber
I know everyone is getting all hot and bothered about Microsoft’s $3.75 billion debt deal, speculating it is a forerunner to a coming acquisition by the software giant. But based on what I’m hearing, investors bracing for a big deal in the near term can relax.
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And So It Begins, The Faber Report On CNBC.com
Posted By: David Faber
I’ve finally decided to join journalism of the 21st century. Welcome to my blog! I prefer to think of it as an on-line column. A chance for me to share insights that are informed by my more than 22 years of covering the world of business.
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David Faber: Morgan Stanley Stronger Than It Looks
Posted By: CNBC.com
Morgan Stanley posted a first-quarter loss that was much wider than analysts expected; it also slashed its dividend. But CNBC's David Faber reports that there's more to the story than what's on the surface.
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Friday's Top Videos: Gold, WaMu & More
Posted By: CNBC.com
An analyst predicts that gold will head into a bull market, and Washington Mutual increases its liquidity position. The following are today's top videos:
CBS CEO Moonves: Nothing Wrong With Extra Cash
Posted By: Lee Brodie
It's been just under a year since Viacom split in two and CBS President/CEO Les Moonves is still standing. During the Moonves tenure--CBS stock has gone up almost 20%. The company has a lot of cash and some on Wall Street think CBS isn't doing enough with it. CNBC's David Faber has reaction from Moonves on the "cash problem" on "Squawk on the Street."
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