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Financials

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  1. Financials Associate: Nate Bard Analysts: Steve Belsterling, Carlos Padilla, Sang Lee, Jackie Carney, Ryan Conner, Sean Colleran, Lydia Coleman

  2. Holdings

  3. LTM Performance

  4. American International Group • Provides a variety of insurance and insurance-related services in the United States and overseas. • The Company writes property and casualty and life insurance, as well as provides financial services.

  5. Quick Facts Current Price: $71.21 52-week high/low: $77.36-$56.16 One year return: 19.24% Earnings (past 12 months): 4.23 Year est. EPS: 4.55 P/E (trailing): 16.95 Est. P/E: 15.80 Shares Outstanding: 2.605.397M Market Cap: 186,754.900M ROE: 14.23

  6. SWOT

  7. The Company has three operating segments: Travel Related Services (TRS), American Express Financial Advisors (AEFA) and American Express Bank (AEB).

  8. Quick Look

  9. SWOT

  10. Pennsylvania REIT

  11. 52 Week Change: 15.01% Market Cap: 1.32 Billion FFO: 79 Million Beta: -0.028 Annual Dividend: 2.16 Dividend Yield: 5.85% ROA: 1.99% ROE: 3.51% Consecutive Dividends: 110 Quick Look

  12. SWOT

  13. Quick Look Citigroup Tumbles as Merrill Cuts Rating on Japan (Correct) September 20, 2004 16:49 EDT -- Citigroup Inc. shares had their biggest one-day drop in 18 months after Merrill Lynch & Co. cut its rating on the stock because Japanese regulators shut the bank's Tokyo-based private banking unit.

  14. SWOT

  15. NORTHBROOK, Ill. (Aug. 25, 2004) -- Grubb & Ellis Company (OTC: GBEL), one of the leading providers of integrated real estate services, today reported net income of $12.6 million, or $0.83 per share, for the fiscal year ended June 30, 2004, compared with a net loss of $17.9 million, or $1.19 per share, for the prior year. For the fourth quarter, the Company reported net income of $9.0 million, or $0.59 per share, compared with a net loss of $870,000, or $0.06 per share, in the fourth quarter of fiscal 2003.

  16. SWOT

  17. SELL

  18. Sell • Agreement last semester to sell half and see how things go • It has only gotten worse

  19. Stock Decline

  20. Management Problems • Charles Schwab in and out. • Cost cutting – more job cuts and closures. • Reexamine SoundView acquisition • Charles Schwab said that business lacked "synergy" with its tradition of supporting the individual investor. UBS has agreed to buy the unit.

  21. Awful Financials

  22. Intuitively Speaking • Bad company in a bad industry • Fierce competition, on price • Company left its roots • Operates in a way it once despised • Industry based upon individual active traders • Ramped up branching only to slash them a few years later • Launch of Charles Schwab bank - conglomerate

  23. Join the Insiders