Company Reports

GS 3Q18: New CEO, New Approach

10/16/2018

GS smashed EPS estimates as investment banking on underwriting side and equities trading were the hallmarks. NII growth in the debt/loan book also helped. Preliminary talk on new CEO and new approaches. Buy on Stock & Bonds. GS GS GS GS GS GS GS GS GS


MS 3Q18: Resilience Through Cycles

10/16/2018

MS posts good quarter in its traditional equity and M&A strengths. Seeing good growth in bank lending and deposits that helps keep slow quarter resilient. Buy on Stock & Bonds. MS MS MS MS MS MS MS MS MS


BAC 3Q18: Operating Lvg & Core Loans Lift, Some Fees Down

10/15/2018

BAC had strong core results with some quarterly lags on the fee revenues side. Consumer bank is the major engine that absorbs this noise. Still Buy on Stock & Bonds. Low counterparty and regulatory risks. BAC BAC BAC BAC BAC BAC BAC BAC BAC


WFC 3Q18: Shrink Wrap with Some Sparks

10/14/2018

WFC continues to underwhelm although there are some sparks of loan life. NIM still bogged down and fee revs stalled too. Go to Sell on Bonds on tightening, Buy on Stock on valuation. WFC WFC WFC WFC WFC WFC WFC WFC WFC


JPM 3Q18: Mighty Margins Deposits & Cards

10/12/2018

JPMorgan continues to impress even with flat trading as the consumer and commercial businesses ramped ahead. Still Buy on Stock & Bonds despite rate rise. Very low counterparty and regulatory risks. JPM JPM JPM JPM JPM JPM JPM JPM JPM


Citi 3Q18: C-ing is Believing, Need More Growth

10/12/2018

Citi needs to show more net interest margin improvement and card growth to get it out of the slow recovery lanes. Fixed income trading wasn't bad, but equity fizzled. Still Buy on Stock & Bonds. Medium counterparty and regualtory risk.  CITI CITI CIT CITI CITI CITI CITI CITI CITI


RF @ Barclays: Deposits Key to Digital

09/17/2018

RF is all about low cost deposits and trying to attach that to digital banking to get some asset growth. Still, an upward battle as big brand banks infiltrate with their FinTech offerings. Sell on Stock, Buy on benchmark Bonds. RF RF RF RF RF RF RF RF RF


WFC @ Barclays: More Sluggishness, Why?

09/14/2018

WFC remains burdened by poor decisions whether risk and compliance controls, or shrinking former star assets that have become duds. Still, top mgt not too concerned and hoping for a better 2019 to 2020. Still a Buy on Stock & Bonds. WFC WFC WFC WFC WFC WFC WFC WFC WFC


USB @ Barclays: Digital Everywhere

09/13/2018

USB's CEO spoked to digitization as the current phase of banking which it will be dominant to drive its operating leverage more positively. This should catapult its economic earnings driving stock valuations. Buy on Stock, Sell on benchmark Bond on relval reasons. USB USB USB USB USB USB USB USB USB


JPM @ Barclays: Swag That Wags the Morgan Big Dawg

09/13/2018

JPM's CFO Lake wooed the lunchtime crowd with her "swag" certification of the new Sapphire Banking and You Invest mobile products. The next leg of revenue growth for JPM's big consumer business. Remain Buy on Stock & Bonds. JPM JPM JPM JPM JPM JPM JPM JPM JPM 


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