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Conseco (CNO) - A Chance To Follow John Paulson With Less Hype?

Mon, 02 Nov 2009 15:28:28 GMT

I have been following insurer, Conseco (CNO) for a good 4 months as I looked over potential "home run" plays (or on the other hand, a strike out) and was surprised to see hedge fund megastar John Paulson swoop in for a 9.9% stake about 3 weeks ago. I've been watching the name since, and it has given back all of the huge gain it experienced when news of the Paulson investment broke. (filled the gap) There is a nice entry point here, right above a key moving average - however the company reports Wednesday which will provide the normal hectic volatility so we're most likely going to sit and wait.[More...]

US Stock Futures Drop As Banks Plan Stock Offerings

Mon, 11 May 2009 12:53:43 GMT

US stock futures pointed to a weaker start on Monday as three major US banks announced that they will issue nearly $7 billion in new stock in order to repay TARP fund.[More...]

Conseco: Uncertainty Looms Large Amid Survival Doubts

Mon, 02 Mar 2009 19:28:53 GMT

Shares of Conseco Inc. (NYSE: CNO) were pummeled on Monday after Carmel, Indiana based insurer said that independent auditors have expressed doubt over its ability to continue as a going concern.[More...]

Phoenix Rising?

Tue, 24 Feb 2009 04:47:00 GMT

With the US equity market averages either probing or breaking down through their November lows, is it time to buy Phoenix stocks? Others have picked up on that theme, with the latest being a Minyanville article on buying beaten up stocks. With that in mind, I screened the US market for stocks with the following characteristics: Stock price between $1 and $5 (low-priced stocks)Down at least 80% from a year ago (beaten up)Market cap of $100 million or more (were once "real" companies)Net insider buying in the last six months (some downside protection from insider activity) This screen gives us a list of low-priced[More...]

Short Interest Update

Sun, 01 Feb 2009 18:27:00 GMT

If you are an avid short seller, the financial sector is of particular interest. I did some research on short interest levels for various financial-related industries and, as a whole, the sector's short interest level was down 3% (as of Jan 15th). The industries researched are the 1) broker-dealers, large banks, 2) securities processors, 3) regional banks, 4) online brokers, 5) specialty/mortgage finance, 6) life insurance, 7) asset management, 8) p&c insurance, and 9) reinsurance. The largest increase in short interest came from the securities processors, up +42% (partially thanks to STT: +86%). The runners up were the broker-dealers and large banks, up 8%. Next came asset management with a +4% increase. Life insurance saw a 0% increase, and all other sub-sectors saw a decrease in short interest[More...]

The Pendulum Is Set to Swing Back in Favor of Labor

Mon, 08 Dec 2008 04:20:00 GMT

The influence of organized labor has been waning for years. Among the reasons: the growth of "offshoring," which has thinned the ranks of traditionally heavily-unionized domestic manufacturing industries; a sustained period of economic expansion (up until recently, at least), which convinced many workers that they did not need union backing to make their way up the economic ladder; and, a lack of political support in the wake of the secular shift to the right following Reagan's election as President in 1980. However, several developments suggest the pendulum is set to swing the other way. First is the fact that a crashing economy, widespread and growing resentment over perceived "fat cat" bailouts, and Democratic control of the executive and legislative branches will almost certainly shift the moral high ground and balance of power away from financiers and senior[More...]

Earnings Review: 5th November 2008

Wed, 05 Nov 2008 22:12:00 GMT

Late on Wednesday, San Jose, California based Cisco Systems Inc.(NASDAQ: CSCO) reported that its first-quarter net income was little changed at $2.2 billion or 37 cents a share.[More...]

Earnings Preview For Nov 3 - 7 - Earnings Preview

Sat, 01 Nov 2008 01:58:00 GMT

Companies that could issue positive surprises include Becton, Dickinson and Company (BDX), SucessFactors (SFSF) and Sunoco (SUN). Penn Virginia Corporation (PVA) could potentially disappoint investors. The Week's Events November has historically been one of the best months for the major markets, according to the[More...]

Call Their Bluff

Wed, 24 Sep 2008 14:26:00 GMT

Twice in 2002, and once in 2001, I engaged in a risky form of financial behavior. I was an investment grade corporate bond manager, and I was focused on financial names. In 2001, post 9/11, we bought all of the out-of-favor sectors from September to November. (I remember being at a conference for insurance CIOs in October, and seeing the horrified looks on the face of the other CIOs in a closed door session, when I said we were expanding our exposure to BBBs and junk, and hotels, Airplane EETCs, etc. What topped it all was the representative from Conseco telling me how irresponsible I was. Coming from Conseco, that made me blink.)But we sold them all in the second quarter of 2002, when the hunger for yield was growing. We happily sold our bonds that were now in favor for higher prices. Then, with the accounting disasters at mid-year, on July 27th, two of my best brokers called me and said, “The market is offered[More...]

Analyst Comments: Conseco, CV Therapeutics, CNOOC, WPP Group, Triumph

Tue, 05 Aug 2008 15:55:00 GMT

Conseco, Inc. (CNO) is expected to release its 2Q08 financial results between August 6 and August 16, 2008. The first quarter operating earnings came in at $0.11 per share, much weaker than the estimates, though better than the results of the past few quarters. We are a bit disappointed with the lower-than-expected results 1Q08 results. While Bankers Life and Colonial Penn segments continued with steady growth and Conseco Insurance Group turned profitable, the losses in the Runoff segment were not preventable. Though management expects better results in future, we remain concerned with the continued weakness in the results for the past few quarters. While the LTC Runoff block achieved some improvement based on the prior quarter's reserving activities, we are not too optimistic about the prospects for a turnaround in the near future. Ahead of 2Q08 earnings release,[More...]

Hedge Fund Places Bet on Conseco's Revival: N.Y. Firm to Buy 9.9 Percent of Stock in Carmel Insurer

Wed, 14 Oct 2009 11:48:00 GMT

Oct. 14--Humbled in the wake of Wall Street's collapse last fall, Carmel insurer Conseco propped itself up Tuesday on the arm of a New York hedge fund used to winning big on long shots.
Paulson & Co. agreed to buy 9.9 percent of the stock in Conseco, which in turn will refinance heavy debts and issue $200 million in new stock.
Paulson, which made millions betting against subprime mortgage companies, stepped up as a long-term investor, buying 16.4 million shares in Conseco and warrants to buy another 5 million shares.

: iStockAnalyst.com Symbols Feed

Conseco (CNO) - A Chance To Follow John Paulson With Less Hype?

US Stock Futures Drop As Banks Plan Stock Offerings

Conseco: Uncertainty Looms Large Amid Survival Doubts

Phoenix Rising?

Short Interest Update

The Pendulum Is Set to Swing Back in Favor of Labor

Earnings Review: 5th November 2008

Earnings Preview For Nov 3 - 7 - Earnings Preview

Call Their Bluff

Analyst Comments: Conseco, CV Therapeutics, CNOOC, WPP Group, Triumph

Hedge Fund Places Bet on Conseco's Revival: N.Y. Firm to Buy 9.9 Percent of Stock in Carmel Insurer

Conseco, Rolls-Royce Among Green Indy Companies

Yahoo, Massey, Sprint, Dreamworks are big movers

Bankruptcy Buys Time / Two Major Procedures Provide Debtor Options, Not Necessarily Solutions

$5 Fee for Job Fair? It's a Good Value, Fever Says

Conseco Q4 Revenues Up

High Hopes

Connecticut Fines Bankers Life Over Dealings With Elderly

Temporary Ban on Short-Selling Put into Place: The SEC Hopes to Help the Flagging Financial Services Industry. Some Local Firms Are Among the 800 Affected Stocks.

Conseco, OfficeMax, Goldman Sachs among big movers

Conseco Receives Approval to Complete Reinsurance Transaction With Wilton Re

Conseco Announces Plan to Consolidate Insurance Subsidiaries to Build Capital

40|86 Strategic Income Fund Declares Dividend

Bronstein, Gewirtz & Grossman, LLC Announces That a Class Action Has Been Filed Against Conseco Inc.

Brower Piven Encourages Investors Who Have Losses in Excess of $100,000 From Investment in Conseco, Inc. to Inquire About the Lead Plaintiff Position in Securities Fraud Class Action Lawsuit Before the October 5, 2009 Lead Plaintiff Deadline

Kendall Law Group Announces Securities Class Action Against Conseco Inc.

The Brualdi Law Firm, P.C. Announces Class Action Lawsuit Against Conseco Inc.

Shalov Stone Bonner & Rocco LLP Announces Class Action Against Conseco Inc.

Izard Nobel LLP Announces Class Action Lawsuit Against Conseco, Inc.

Coughlin Stoia Geller Rudman & Robbins LLP Files Class Action Suit against Conseco Inc.

Form 4 WRIGHT DOREEN A For: May 20 (10K)

Form 4 TURNER JOHN G For: May 20 (10K)

Form 4 CONSECO INC For: May 20 Filed by: TOKARZ MICHAEL T (10K)

Form 4 SCHNEIDER NEAL C For: May 20 (10K)

Form 4 PERRY DEBRA J For: May 20 (10K)

Form 4 Long Roger Keith For: May 20 (10K)

Form 4 JAMES DONNA For: May 20 (10K)

Form 4 HILLIARD R GLENN For: May 20 (10K)

Form 4 Nickele Christopher J For: May 12 (10K)

Form 4 Perry Scott R For: May 12 (10K)