Category: Banking Stocks
The analysis published under this category are as follows.
Friday, August 01, 2014
Big Banks Shift to Lower Gear Banking Operations / Companies / Banking Stocks
By: John_Mauldin
For today’s Outside the Box, good friend Gary Shilling has sent along a very interesting analysis of the big banks. Gary knows a lot about what went down with the big banks during and after the Great Recession, and he tells the story well.
After the bailout of banks during the financial crisis, many wanted too-big-to-fail institutions to be broken up. Big banks resisted and pointed to their rebuilt capital, but regulators are responding with restraints that strip them of proprietary trading and other lucrative activities and push them towards spread lending and other traditional commercial banking businesses. The fiasco at Citigroup, JP Morgan's London Whale, and BNP Paribas's sanctions violations have spurred regulators as well.
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Monday, March 31, 2014
Are Bank Stocks Sending an SOS Signal? / Stock-Markets / Banking Stocks
By: EWI
If you turn on CNBC first thing in the morning, you hear a lot about market indicators. Consumer behavior, GDP numbers, the Fed, interviews with CEOs -- it's all in the mix.
Instead, Steve Hochberg of Elliott Wave International looks at important indicators that mainstream finance often overlooks.
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Wednesday, January 22, 2014
Why it is Important for Bankers to Attend Davos / Stock-Markets / Banking Stocks
By: Bloomberg
Bank of America President/CEO, Brian Moynihan joined Bloomberg Television's Erik Schatzker and Stephanie Ruhle today live from Davos and said trading operations were profitable almost every day last quarter as the lender helped clients adjust to the prospect of higher interest rates, "I think we made money on every trading day except for two or three. Quarter after quarter, that's been trust. It's because it's a client business." Moynihan also said:
Wednesday, January 15, 2014
We’re Riding These Bottlenecks to the Bank / Companies / Banking Stocks
By: Money_Morning
Dr. Kent Moors writes: Amy Harder asked a pretty straight forward question in National Journal yesterday.
We’ve found vast new stores of domestic energy, she points out, but how do we move it around the country?
In light of the recent crude oil train accident in North Dakota, she brings up a pretty big point. The entire infrastructure network of pipelines, rail transit, barge traffic, and high-power lines hardly seems up to the task.
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Thursday, October 24, 2013
Goldman Sachs Feels Bad about What JP Morgan is Going Through / Companies / Banking Stocks
By: Bloomberg
Goldman Sachs president and COO Gary Cohn told Bloomberg TV's Stephanie Ruhle on "Market Makers" today that he doesn't know what drove the firm's underperformance in fixed-income trading in the third quarter: "We don't know precisely why we had a tough quarter, but the results are in, and I can tell you we had a tough quarter in fixed-income...We're very committed, we're going to redouble or triple our efforts in fixed-income. We believe ourselves to be a very powerful, very dominant, top-tier fixed-income shop."
Monday, October 14, 2013
Why Investors Should Buy the World's Most Hated Investment Right Now / Companies / Banking Stocks
By: DailyWealth
Dr Steve Sjuggerud writes: If you want to make hundreds-of-percent gains in stocks (without touching options), here's what you have to do...
• You have to buy a stock that's so cheap, if it doubles it will still be cheap.
• You have to buy a stock that's so hated, nobody else wants it.
That's the starting point for 100%-plus gains.
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Wednesday, August 28, 2013
The Beating Coming for Austrailian Banking Stocks, Time to Short / Companies / Banking Stocks
By: readtheticker
The banks that escaped balance sheet damage from the 2008 financial crisis are those down under in Australia.
The Aussie banks and economy was saved by the 18% of GDP stimulus China started on the eve of the crisis. This allowed Aussie exports to flow to China without a any major hick up, this also allowed the Aussie property market to avoid any serious down swing.
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Saturday, August 03, 2013
Is The Financial Crisis Over For Financial, Banking Stocks? / Companies / Banking Stocks
By: Charles_Carnevale
The cause of the financial crisis of 2007 -2008, also known as the Great Recession of 2008, is attributed to many different theories. However, one of the most common theories is an easy money regulatory environment that led to an abundance of subprime loans, which in turn inflated real estate prices to bubble levels. Additionally, many blame the Financial sector, predominantly the money center banks, for exploiting the lax lending requirements with reckless and greedy behavior. They did this through the creation of and proliferation of high risk bundled subprime mortgages (CMO’s, etc.) and the creation of other high risk and complex financial products that were being pawned off as safe investments.
Additionally, many attribute the repeal of the Glass-Steagall Act in 1999 as a major contributor to the financial crisis, which effectively removed the separation between investment banks and depository banks in the United States. There was plenty of blame to go around, which included avarice, greed and excesses on Wall Street, and the failure of regulators to include many of the most prominent credit rating agencies.
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Thursday, May 16, 2013
Why Hedge Funds Love Greek Banks / Companies / Banking Stocks
By: Money_Morning
Tim Melvin writes: Talk about looking for best investments in the most unlikely places...
The bad economic news out of Greece has dominated the headlines for several years now. As the country tries to work its way back to prosperity, a solvent banking system is going to be critical to the process. Banks have seen their capital base shrink from bond haircuts, bad loans and depositors withdrawing money to get it outside the beleaguered nation's banking system.
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Friday, May 03, 2013
Are TARP Warrants the Way to Play Banks? / Companies / Banking Stocks
By: Money_Morning
Tim Melvin writes: Believe it or not, the big bank rescue plan known as the Troubled Asset Relief Program (TARP) actually has created some of the best investments for profiting from a banking recovery.
As you may recall, the federal government gave money to troubled banks in order to shore up balance sheets wounded by falling real estate and mortgage security prices. As part of the program, the government took an equity stake in these institutions in the form of preferred stock and equity warrants.
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Tuesday, April 16, 2013
Why It's Time to Sell Too Big to Fail Banks / Companies / Banking Stocks
By: Money_Morning
Shah Gilani writes: I'm not buying any bank stocks here. I don't own any at present. And if I did, I'd either sell them or at least hedge them.
It's not that they're doing poorly. They're not. Bank stocks have been strong because they've been making record profits. It's been a good ride if you're a Too Big To Fail bank or a shareholder.
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Wednesday, April 03, 2013
Banks Stocks with Juicy, Market-Beating Yields / Companies / Banking Stocks
By: Money_Morning
Tim Melvin writes: In the past, you used to be able to safely invest at the bank. But now, it might be wiser to invest in the bank, as the following institutions are looking more like attractive stocks to buy now.
Thanks to the U.S. Federal Reserve, interest rates will continue to be low for an extended period of time, meaning savers would be lucky to get 1%.
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Thursday, March 21, 2013
All of a Sudden, the Bank Stocks Look Good / Companies / Banking Stocks
By: Profit_Confidential
The results are in for the bank stress tests by the Federal Reserve, and they show, as I had expected, an improving banking sector that is more defensive to risk and much improved as far as their balance sheets, liability, and vulnerability to dire market conditions.
The banks were tested based on a worst-case scenario to see the impact on the bank stocks and their ability to handle a major financial crisis. The key assumptions include: the unemployment rate surging to 12.1% (read “What the Government Doesn’t Want You to Know About Jobs Creation”), a pullback in the equities market by over 50%, and home prices falling by over 20%. (Source: Board of Governors of the Federal Reserve System web site, last accessed March 18, 2013.)
Friday, March 08, 2013
Bank Stress Tests Could Lead to Higher Dividends for Investors / Companies / Banking Stocks
By: Money_Morning
Jeff Uscher writes: The U.S. Federal Reserve will announce results of its annual bank stress tests Thursday - which means higher dividend payouts could be on the way from a handful of U.S. banks.
The bank stress tests are designed to assess if big U.S. financial institutions can weather a major economic storm.
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Friday, February 22, 2013
What To Do with Your Bank Stocks? / Companies / Banking Stocks
By: InvestmentContrarian
Sasha Cekerevac writes: One of the strongest market sectors in the stock market over the past year has been the financial market sector. Bank stocks have been on a tear, moving up massively since the lows in June. Looking at the entire market sector through the Financial Select Sector SPDR (NYSEArca/XLF) exchange-traded fund (ETF), the index is now up almost 36% from the lows in June.
Friday, February 15, 2013
Finding Money-Making Opportunities with Bank Stocks / Companies / Banking Stocks
By: InvestmentContrarian
George Leong writes: The major bank stocks all closed off 2012 near their respective 52-week highs; and they’ve started 2013 with a bang. Driven by an improving banking industry that is assuming less risky businesses while shoring up their balance sheets and producing stronger units, the KBW Bank Index is up eight percent, outperforming both the S&P 500 and the Dow Jones.
Wednesday, February 13, 2013
Where Goldman Sachs Will Make Money in 2013 / Companies / Banking Stocks
By: Bloomberg
Goldman Sachs CEO Lloyd Blankfein spoke with Bloomberg TV's Stephanie Ruhle at the company's technology conference in San Francisco today. Blankfein said he has no plans to leave Goldman: "The combination of this being who I am and what I do and having absolutely no other interests makes me think this is what I'll be doing for a while."
Blankfein said that while he "would love to be wanted" for the role of Treasury Secretary, "that seems like such a distant hypothetical."
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Friday, February 08, 2013
Meredith Whitney Says Bank of America is Stock to Own Without a Doubt / Companies / Banking Stocks
By: Bloomberg
Meredith Whitney appeared on "Bloomberg Surveillance" this morning and told Tom Keene and Sara Eisen and said that she's "uninspired" by Citigroup CEO Michael Corbat. Whitney said, "We don't really know Mike Corbat's agenda...He didn't give us an agenda and he didn't even give us a time stamp for when he's going to give us an agenda, so it left people a little bit uninspired."
Whitney also said, "I think that Citi does ok, but I think Bank of America is the stock to own this year without a doubt." She also said that the S&P fraud charge is "very hard to believe and I think that's going to be very hard to prove."
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Wednesday, January 16, 2013
Bank Stocks at Crucial Crossroads 2013 / Companies / Banking Stocks
By: InvestmentContrarian
Sasha Cekerevac writes: Last year was a great year to be an investor in bank stocks. We’ve seen a dramatic rebound in the price of most major bank stocks in America as the earnings outlook has improved. Clearly, the earnings outlook at the beginning of last year was far too pessimistic for the majority of bank stocks.
The question: what’s in store for bank stocks in 2013?
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Friday, January 11, 2013
Investing 2013 - Four Safe Banking Stocks You Can Buy Right Now / Companies / Banking Stocks
By: Money_Morning
Martin Hutchinson writes: Between the financial crash of 2008 and the Eurozone debt crisis, big Western banks have turned into pretty dodgy investments.
I'm talking about the banks that were "too big to fail."
These days the profits of these fine institutions are largely dependent on not writing off too many bad loans or incurring huge fines and lawsuits from various past misdeeds.
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