Company Reports

Bank of America: Regional Bank Engine Still Not Humming

01/15/2015

Reported 4Q14 EPS of $0.25, but $0.32 on an adjusted basis which just beat street consensus of $0.31. Negative charges to revenue ($0.07) included the market-related net interest income adjustment, adoption of funding valuation adjustments and net debit valuation adjustments. We estimate that BAC’s interest rate profile added about 3-4 cents per share or comprised about 13% of EPS.


Launch: Citigroup - P90X, Will It Work Out?

01/12/2015

Citi continues to restructure, but how long before we see strong/sustainable core results? C


Launch Report:  JPMorgan – Trying to Regain its Big Bank Mojo 

01/12/2015
  • Good manager of credit and market risk, improving on enterprise/operational fronts
  • Strong business segments, but are franchises worth more together or apart?

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