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  • 4 Trusted Names in Banking: Where Is the Value?

    By Bill Edson - May 24, 2013 | Tickers: JPM, NTRS, STT, BK

    Banking and financials have seen high volatility over the past several years. Confidence is the biggest factor behind this volatility. Today, I will look at four banks that I have been following closely to see if they offer any promising opportunities for investors. Can investors find stability in this sector? Which of these stocks should they consider? 

    Better without Jamie Dimon?

    JPMorgan Chase (NYSE: JPM), the nation's largest bank more »

  • Should You Trust This Trust Bank With Your Money?

    By Mark Lin - May 22, 2013 | Tickers: NTRS, STT, BK

    Many people lost faith in banks after witnessing the collapse of Bear Sterns and Lehman Brothers during the Global Financial Crisis. However, not all banks are huge risk takers with volatile revenue streams. State Street (NYSE: STT), a trust bank which provides various back-end services to support investment managers, boasts of strong recurring fee income.

    It derives more than four-fifth of its revenue from asset servicing services and is a more »

  • Activist Billionaire Nelson Peltz Loves This ‘Fab Five’

    By Meena Krishnamsetty - May 21, 2013 | Tickers: MDLZ, PEP, STT, TIF

    Trian Partners, known for its activist ways, is a hedge fund founded and managed by Nelson Peltz, Peter May and Edward Gardner. The fund generally meshes a value-based approach with their activist positions, with over $2 billion in 13F capital at their disposal.

    Recently, Peltz and his team have opened large positions in consumer-centric companies, namely PepsiCo (NYSE: PEP) and Mondelez (NASDAQ: MDLZ). But first, let’s go over a more »

  • A Closer Look at DST Systems

    By Anh HOANG - May 14, 2013 | Tickers: DST, FISV, STT

    Barron’s recently featured DST Systems (NYSE: DST), considering the company to have potential upside as it has been monetizing its non-core assets. Interestingly, DST Systems is in the portfolio of several famous investors and financial institutions, including David Einhorn (Greenlight Capital), The Vanguard Group and BlackRock Institutional Trust. Since the beginning of the year, DST has moved up around 14.2% on the market. Let’s take a closer more »

  • Invest In This Financial Stock For Long Term Returns

    By Shas Dey - May 8, 2013 | Tickers: BLK, STT, UBS

    BlackRock (NYSE: BLK), an investment management firm, has been doing exceptionally well for some time. Its stock has been outperforming the market every year. Even this year, the stock has risen around 33%, compared to gain of more than 13% in the S&P 500 index. If you had invested in BlackRock in July 2012, you would have gotten more than 61% returns until now, just because of the price more »

  • The Best Way to Capitalize on the ETF Boom

    By Andrés Cardenal - May 1, 2013 | Tickers: BLK, STT, DEM, WETF, DXJ

    ETFs are revolutionizing the investment management industry, and the trend will only get stronger over the following years. When it comes to benefiting from this boom, WisdomTree (NASDAQ: WETF) looks like the smart way to go.

    There is wisdom in Wisdom Tree

    Assets in ETFs increased from $102 billion in 2002 to $1.3 trillion in 2012, representing a 29.3% compounded annual growth rate, according to Cerulli Associates. These more »

  • 2 Banks To Buy, 1 To Hold

    By Adnan Khan - April 27, 2013 | Tickers: KEY, STT, STI

    SunTrust (NYSE: STI), State Street (NYSE: STT), and KeyCorp (NYSE: KEY) are among regional banks that have reported their first-quarter performances. This article will compare and review those performances.

    SunTrust

    SunTrust reported a modest 1.6% EPS beat when it disclosed its first-quarter results. The reported EPS came in at $0.63, compared to the consensus mean expectation of $0.62 per share. The reported revenue remained 8% below the more »

  • What the Fed's 2013 Stress Tests Say About Big Banks

    By Damian Illia - April 16, 2013 | Tickers: BAC, JPM, NTRS, STT, BK

    What is The Comprehensive Capital Analysis and Review?

    In hopes of preventing another 2008-style financial meltdown, the Federal Reserve has launched a strict test that measures how banks manage their assets. Basically, the CCAR gauges their ability to withstand a very bad economic scenario while remaining well-capitalized (a minimum Tier 1 common ratio of 5.0%).

    The Fed can object to certain banks' plans for their capital based on quantitative more »

  • 2013 Comprehensive Capital Analysis and Review: The New Regulation

    By Damian Illia - April 8, 2013 | Tickers: BAC, JPM, NTRS, STT, BK

    According to the Federal Reserve, CCAR is an intensive assessment of the capital adequacy of large, complex U.S. bank holding companies (BHCs) and of the practices they use to manage their capital.

    This review is extremely important for investors because under this capital rule, banks plans must include detailed descriptions of: internal processes for assessing capital adequacy; the policies governing capital actions such as common stock issuance, dividends, and more »

  • Hire the Best and Get Paid to Do It

    By Ken McGaha - April 7, 2013 | Tickers: BLK, KKR, STT

    Private equity, wealth management and institutional investment services are some of the most lucrative businesses in the world, as long as the people in charge possess the special expertise required to perform the necessary functions with a high level of expertise. The very wealthy, trust funds and pension funds pay top money managers huge sums for their expertise and advice regarding the allocation of vast sums of money. Wouldn't more »

  • Billionaire Nelson Peltz Is Making Moves

    By Marshall Hargrave - March 22, 2013 | Tickers: FDO, IR, MWV, MDLZ, STT

    Billionaire Nelson Peltz runs the activist hedge fund Train Partners, a $5 billion hedge fund that is heavily concentrated in a select number of stocks. His latest "big win" came when fellow billionaire Warren Buffett announced that he was taking over H.J. Heinz, a stock that Train had a 5.4% stake in. Peltz's Train Partners made a few keys moves last quarter and also maintains big bets more »

  • Billionaire Nelson Peltz’s Stock Picks for 2013

    By Meena Krishnamsetty - February 18, 2013 | Tickers: FDO, IP, MWV, STT, WEN

    13F filings for the fourth quarter of 2012 are in, and we have been looking through them as part of our investing strategies and in order to provide information about what many notable investors, including billionaires and hedge fund managers, reported owning as of the end of December. Even though that was some time ago, we have found that it is possible for investors to profit from 13F filings; for more »

  • Something To Know About Goldman Sachs

    By Ron Chatterjee - February 13, 2013 | Tickers: C, GS, JPM, STT

    An interesting point has been brought up by MFP Investors LLC's Michael Price, one of the most respected value investors since the 1980's. Is Goldman Sachs (NYSE: GS) high-priced? Should you buy Goldman Sachs shares now?

    "They're the smartest guys in the room," Price said. "When you're looking at financials - banks, brokers, insurance companies - who's going to be smarter than Goldman? And you don't more »

  • A Look At 3 Trust Banks In Early 2013

    By Maxwell Fisher - January 31, 2013 | Tickers: NTRS, STT, BK

    Note: A previous version of this article incorrectly stated the number of branch offices operated by Northern trust. The article has been corrected.

    There are big national banks, the ones I characterize with over $1 trillion in assets. There are the large regional banks, with assets of over $50 billion. We have seen that the regional banks have nearly unanimously met or bettered Wall Street estimates this earnings season. We more »

  • A BlackRock Board Member Bought $100,000 in Stock

    By Meena Krishnamsetty - January 24, 2013 | Tickers: AMP, BLK, BEN, STT, TROW

    BlackRock (NYSE: BLK) Board member John Varley has purchased 427 shares of the company’s stock at an average price of $233.59 per share, bringing his direct ownership of BlackRock stock to over 1,000 shares. Insider purchases are bullish signs (see our analysis of studies on insider trading), and we think that this is because insiders will tend to buy only when they are confident in the company more »

  • Billionaire Thomas Steyer’s Farallon Likes These Cheap Stocks

    By Meena Krishnamsetty - December 19, 2012 | Tickers: AAPL, GD, COL, STT, WLP

    Farallon Capital Management is one of the largest hedge funds in the world, with over $20 billion in assets under management at the beginning of 2012. Thomas Steyer, who founded the firm in 1986, has become a billionaire due to Farallon’s success over time. As a major investor, Farallon discloses many of its long equity positions in 13F filings six to seven weeks after the end of the quarter more »

  • A Large Global Asset Manager with Huge Insider Buys

    By Anh HOANG - November 19, 2012 | Tickers: BLK, LM, STT

    I am often very excited about insiders’ buys, especially those with huge value. It is not about some hundred thousand, or some million dollars, but approaching nearly $100 million in value. In addition, this can be considered one of the biggest insiders buys in the overall market in nearly a decade. Ready to hear the name of the company? It is actually a big investment management firm with the increasing more »

  • Billionaire Nelson Peltz’s Latest Stock Picks

    By Meena Krishnamsetty - November 16, 2012 | Tickers: FDO, IR, LM, STT, TIF

    Trian Partners is an activist hedge fund headed by Nelson Peltz and his partner Peter May. In November the fund filed its 13F with the SEC, disclosing many of its long equity positions to the general public. Investors can use 13F filings as a source of stock ideas for further research or simply to better understand what top investors were thinking about the markets last quarter. Read on for our more »

  • A Big Insider Buy at BlackRock

    By Meena Krishnamsetty - October 24, 2012 | Tickers: BLK, BEN, LM, STT, TROW

    Recent filings with the SEC have disclosed that between his direct holdings and indirect forms of ownership, such as a controlled LLC and a trust, BlackRock (NYSE: BLK) Board member James Grosfeld has recently bought a total of 300,000 shares of the company at prices of about $190 per share. That $57 million investment has been a large increase in his holdings: he now directly owns just over 400 more »

  • Is This Investment Bank a Good Buy at the Moment?

    By Meena Krishnamsetty - October 16, 2012 | Tickers: GS, JPM, NES.DL, STT, UBS

    Goldman Sachs (NYSE: GS), one of the world’s leading investment banking and securities companies, is expected to grow revenue 7% in 2012, a rebound from the 26% decline in 2011. With signs that the economy might be stabilizing, client risk tolerance and trading volume has picked up, which has bolstered the demand for Goldman’s services.

    During 2Q, the fund interest in Goldman was overwhelmingly positive, with the top more »

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