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#	AUTHOR DATE SUBJECT
21	member 7/09/07 8:02PM dkepesh
I am still following this one. If Barclays loses the ABN deal, I suspect it could be one of the best performing stocks in the entire global financial services sector over the ensuing year. John... login to read the rest view available tags
18	member 3/20/07 1:02PM ABN Deal
The ABN deal is terrible for Barclays, particularly given how much Barclays has sold off with the recent market correction, while ABN has not. They are taking a stock with a depressed PE on top of... login to read the rest view available tags
17	member 2/20/07 6:39PM Good year-end results
Barclays released excellent H2/06 results, beating the consensus by about 3%. Of course the sell-side notes I have read so far are quick to point that the earnings were of low quality because of some... login to read the rest view available tags
16	member 12/08/06 6:28PM Ken Lewis
Ken Lewis is not mentioned at all in the book. But he is an empire builder, just like Sandy Weill. One thought which makes the deal less likely, at least currently--the weakening dollar will make... login to read the rest view available tags
15	member 12/08/06 10:43AM BAC, Ken Lewis
If past BAC acquisitions are any guide, BCS itself would not go down without a fight! It's not like they're desperate to sell out... I can see BAC paying as much as BCS wants. Any view available tags
14	member 12/08/06 9:17AM BAC Take-out Rumors
Merrill Lynch put out a report saying BankAmerica could buy Barclays for a 25% premium and still make it a very good deal for BAC shareholders. I believe it. The deal would instantly catapult BAC... login to read the rest view available tags
13	member 12/01/06 11:53PM re: skyhawk
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12	member 12/01/06 1:06PM Carbone
Thanks for the questions. I enjoy debating. As far as market volatility, which markets are you referring to? Equity markets? If so, BarCap isn't much involved there. If you are referring to all markets, well, with... login to read the rest view available tags
11	member 11/29/06 12:56PM BarCap & derivatives
1) You mention a derivatives blow-up as a risk to BarCap. I don't think it's such a big risk at all. A "blow-up" is an unexpected event that throws everyone off for a temporary period.... login to read the rest view available tags
10	member 10/17/06 11:35AM CFO Resignation
Naguib Kheraj, the CFO for almost three years, announced he will be resigning next year. Her is staying on to ensure a smooth transition with the newly named CFO, a heavy hitter at PWC. After... login to read the rest view available tags
9	member 10/11/06 2:31PM tim
Not sure if you saw it, but I commented on Citi's sell recommendation in the risks section of my write-up. view available tags
8	member 10/11/06 12:03PM tim
Ha! Perhaps I'm not cynical enough. Maybe he and Chuck Prince had a couple of cigars and martinis one steamy summer night in New York and had a wink-wink, nod-nod type of conversation through the... login to read the rest view available tags
6	member 10/06/06 9:53AM BBVA--M&A Interest
A Spanish publication has suggested that BBVA, one of the two giant Spanish banks, is interested in Barclays. Santander, the other dominant Spanish bank, purchased UK based Abbey National two years ago. It's tough to tell... login to read the rest view available tags
5	member 10/04/06 12:59PM Citi--M&A interest
A French newspaper is reporting that Citigroup has hired a law firm to help perform due diligence on 4 European banks, including Barclays. Barclays is one of the few large banks in the world with... login to read the rest view available tags
4	member 9/28/06 8:29PM BGI
Pg 37 of both the first and second link in my previous reply has some good info on BGI. BGI is almost all institutional. They have 2800 clients, including 52% of the world's 300 largest... login to read the rest view available tags
2	member 9/28/06 7:33PM David
http://www.investorrelations.barclays.co.uk/INV/A/Content/Files/Barclays_PLC_2006_Interim_Results_Announcement_Final_web.pdf On page 10 of the link above (Barclay’s interim results), you will find a description of management’s assessment of the global, UK and US economy and credit environment. In general, they expect continued strength in... login to read the rest view available tags
1	member 9/28/06 5:30PM Questions
Skyhawk, 1. Do you believe that the loan impairments have stablizied now? 2. On BarCap, it seems that they are now a leading I/B for floating euro bonds. Do you see them capturing greater market share from... login to read the rest view available tags

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			2006	2007
Price:	50.73	EPS
Shares Out. (in M):	0	P/E
Market Cap (in $M):	80,570	P/FCF
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	0	TEV/EBIT

Description

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