ALLY Ally Financial Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
18:45
May 09
May 09
r/FluentInFinance
Auto loan debt exploded to $1.68T; Ally Financial is a top US auto lender heavily exposed.
Auto loan debt exploded to $1.68T; Ally Financial is a top US auto lender heavily exposed to subprime and long-term loans. Rising repossession rates and stretched loan terms increase default risk, compressing Ally’s net interest margins and raising loan loss provisions. Short Ally as a direct bet on deteriorating consumer credit quality in auto lending. Fed rate cuts could ease consumer payments; a strong labor market delays defaults.
ALLY
Ally Financial
Short
1ST
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20:13
Mar 09
Mar 09
Buy Ally Financial at 7.2x forward PE with strong FCF yield. Stock list
ALLY
Ally Financial
Long
1ST
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16:26
Feb 12
Feb 12
r/options
Poor securitized loan quality and risky modifications make Ally a short.
Ally is aggressively originating consumer loans and securitizing them, but the underlying loan quality is poor. The company is entering into many loan modifications, including interest-only mortgage modifications, reminiscent of 2008-era practices. Heavy exposure to large auto loans that quickly go underwater adds risk that defaults and modification losses will impair securitization holders and leave Ally with bad loans.
ALLY
Ally Financial
Short
1ST
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About ALLY Investor Commentary
Across the available history and selected sources, Buzzberg tracks ALLY (Ally Financial) across 8 sources: 1 bullish vs 2 bearish calls from 8 authors. Historical directional balance: -11% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 9 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: u/TonyLiberty, Ram Ahluwalia, u/Temporary_Pitch6510.