Mr. John Salomone

GLG News^SM Analyses by John Salomone

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Goldman Should Call and Raise

May 3, 2010

Analysis of:Goldman Sachs: The $64,000 Question | seekingalpha.com

Right is right and the words in a private placement disclaimer have meaning.The federal government cannot ignore its own rules, cannot change their rules during the game and must be humiliated into learning, listening and reading before they again try to use their big sticks against people and companies based on their limited view of public sentiment.

Not All Real Estate Is the Same - 4 Different Issues

November 9, 2009

Analysis of:Handling real estate loans will be a tough act | www.dallasnews.com

Real estate financing and refinancing poses 4 different levels of risk for lenders and owners, based on the project life cycle and its financing and overall structure. Broad statements about the looming problems are just that "broad statements" Real estate market participants must look at each transaction within the context of the 4 kinds of Real Estate Finance Structures, if they want to properly assess financing and refinancing values, issues and risk.

Factor In Reality

August 18, 2008

Analysis of:Bank Debt Risk Rises as Writedowns, Losses Exceed $500 Billion | www.bloomberg.com

Write downs are not actual losses and a mark-to-market loss is not a cash loss. Widening spreads in the credit default market, although real, must be recognized for what they are; namely, market monetization of perceived risks compared to recent backwards looking asset and cash flow valuations. Recovery in the general credit market should produce non-cash reported earnings increases starting in 2009 and similar narrowing of the exact credit default spreads that widened recently.

Deeper Analysis Required - Stability Likely

April 14, 2008

Analysis of:Hotels Most Vulnerable to Recession Scenario | nreionline.com

On the surface, statements seem valid and perhaps are for individual properties and new construction plans. The structured financings inside management contracts and leases provide relatively stable cash flow for the real property owners and lenders that are the underlying financiers of the hotel industry. Hotel management companies that are the "Names" on the hotel will suffer reduced net income, but flat or slightly shrinking GDP should not cause major hotel real estate defaults. There are even one or two new hotel "Names" entering the U.S. market.

Still Room for (ATM) Cash Flow Buyers

March 17, 2008

Analysis of:ATMs and a changing biz model | www.greensheet.com

Right if you seek only Equity Returns from an ATM Portfolio, but timing is ripe for Fixed Income investors. All the warnings and diligence advice is right on the button, but if you are looking to replace minimal returns on a portion of your fixed income portfolio, a properly structured ATM buy can produce premium returns. Buying ATM's and their cash flow, just like all business transactions, reveal their true worth on the buy side of the transaction. A properly structured set of purchase terms manages and boxes the risks and ensures a proper return. ATM's for fixed income investors may just be the right time in the right place.

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