Company Reports

RF @ Barclays: Deposits Key to Digital


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?


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


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


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 

Citi @ Barclays: 1-2-3 Punch: Rev Growth, Efficiency & Buybacks


Citi's outgoing CFO noted the great strides accomplished over his tenure in his fairwell financial presentation tour. The franchise is back and returning capital to shareholders while protecting creditors. Remain a Buy on Stock & Bonds. CITI CITI CITI CITI CITI CITI CITI CITI CITI

BAC @ Barclays: Wealth Mgt Focus: Meeting Millennials Maturing Needs


BAC focused on its wealth mgt business and how it can grab millennial mind & money share better than peers. Still wedded to advisor based model in all coverage areas. Continue our Buy on Stock & Bonds. BAC BAC BAC BAC BAC BAC BAC BAC BAC

STI @ Barclays: Financing @ the Speed of LightStream


STI is counting on Lightstream consumer loans to light up its consumer loan margins and growth. Says its well-underwritten, but maybe not quite if economy softens. Still need to monitor. Remain Neutral on Stcck & Bonds. STI STI STI STI STI STI STI STI STI

Recap CIBC 3Q18: Strong Growth, Still Risks


CIBC did have strong earnings, but we remain wary of rapid growth in Canada with unsecured personal lending and credit cards. Remain Sell on Stock and Bonds. Barely Low systemic risk, Medium counterparty risk. CIBC CIBC CIBC CIBC CIBC CIBC CIBC CIBC

Recap BNS 3Q18: Pacific Alliance & Regional Economic Stress, BNS Immune?


BNS revvs the revenue engines in Canada and S. America, but is it acquiring too quickly as the International region weakens. Sell on Stock and Bonds. BNS BNS BNS BNS BNS BNS BNS BNS

RY 3Q18: Another US Driver as Canadians Stay Steady


RY had a good quarter with US-based strength more in wealth management and capital markets. Remain Buy on stock, Sell on 3Y bond. Systemic risks Very Low and counterparty risk low.  RY RY RY RY RY RY RY RY

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