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US Bancorp

  • Growth Driver For This Banking Giant

    By Adnan Khan - April 17, 2013 | Tickers: C, JPM, USB, WFC

    On April 16, 2013, US Bancorp (NYSE: USB) disclosed its first quarter performance. The bank enjoyed a strong quarter. US Bancorp reported earnings that were in line with the expectations despite a revenue miss. The bank earned $0.73 per share, while it generated $4.87 billion in revenues during the first quarter of the current year. The remaining of the investment thesis aims to review the earnings and discover more »

  • Can Sluggish Lending Sink These Banking Giants?

    By Adnan Khan - April 16, 2013 | Tickers: BAC, C, JPM, NES.DL, USB

    In this article you will find the potential headwinds faced by some of the world’s largest investment banks in light of first quarter earnings.

    JPMorgan Chase (NYSE: JPM) stands to be the biggest bank in the US by assets. Bloomberg reported that some of its analysts wrote in a research report to their investors that the biggest investment banks are “uninvestable,” questioning the universal bank business model’s future more »

  • Wells Fargo: Well-Positioned for Further Growth

    By Damian Illia - April 12, 2013 | Tickers: JPM, USB, WFC

    Wells Fargo (NYSE: WFC) is recovering from the financial crisis at an astonishing rate. This company has attracted more attention of investors recently since Berkshire Hathaway, the company controlled by Warren Buffett, increased its ownership from 7.6% in 2011 to 8.7% in 2012.

    The largest residential mortgage originator posted a record profit of $18.9 billion in 2012, aided by an increase in home loan refinancing. It also more »

  • Bitcoin: The Coin of Resistance

    By Tyler Wofford - April 9, 2013 | Tickers: BAC, C, USB, WFC

    It is no secret that the American dollar and dozens of other currencies are struggling. Inflation is a force to be reckon with, but is that true of all currencies? A digital currency such as Bitcoin presents a different opportunity for investors and rebels alike.

    First of all, there are several banks that could feel pressure from digital currencies. In this post, I will refer to Bitcoin, but don't more »

  • What Stricter Regulations Mean For US Banks

    By Adnan Khan - April 9, 2013 | Tickers: BAC, C, JPM, USB, WFC

    This article will present to you another headwind that the US banks will face in the coming quarters. This article also discusses the reason why US banks need to stop relying on wholesale banking. Also, the banks will be faced with legislation that will require banks to hold more capital to sustain severe crisis in the future. I believe stricter regulations will lead to slower growth in the economy.

    Unreliable more »

  • Billion-Dollar Hedge Fund Focused on Financials, But Should You Be?

    By Meena Krishnamsetty - April 5, 2013 | Tickers: KO, RE, MDLZ, PRA, USB

    With over $1.1 billion in its equity portfolio alone, Bryn Mawr Capital is a hedge fund with a clear preference for financial stocks, currently more than half of its holdings’ worth. Not surprisingly, three of the top five stocks in Bryn Mawr Capital’s equity portfolio come from the banking or insurance sector, and because it can be rewarding to track hedge fund sentiment, let’s take a look more »

  • Wells Fargo: Well Positioned For Further Growth

    By Damian Illia - April 1, 2013 | Tickers: BRK-A, JPM, USB, WFC

    Wells Fargo (NYSE: WFC) is recovering from the financial crisis at an astonishing rate. This company has attracted more attention of investors recently since Berkshire Hathaway (NYSE: BRK-A), the company controlled by Warren Buffett, increased its ownership from 7.6% in 2011 to 8.7% in 2012. The largest residential mortgage originator posted a record profit of $18.9 billion in 2012 aided by an increase in home loan refinancing more »

  • Buffett’s Appetite for US Banks

    By Adnan Khan - March 27, 2013 | Tickers: BAC, GS, USB, WFC

    Warren Buffett’s endless appetite for money took another turn when Bloomberg reported that he agreed to convert his Goldman Sachs (NYSE: GS) warrants into common shares after the contract expires in October this year. The conversion would make Buffett the bank’s largest shareholder, leaving behind the 4.18% owner, Capital World Investors.

    Goldman Sachs will be the latest in Berkshire’s US banks holdings, which already include Wells more »

  • A Responsible Bank for the Long Term

    By Matthew Frankel - March 13, 2013 | Tickers: BAC, C, USB

    U.S. Bancorp (NYSE: USB), known simply as USB to most people, is the fifth largest bank in the United States with assets of $354 billion. With most financials hitting fresh 52-week highs as a result of the latest rally, investors need to be more selective than ever when deciding which to invest in (if any). Additionally and perhaps more importantly, should current investors in USB and its big brothers more »

  • Increase your Bank Balance with this Bank!

    By Hemant Singhi - March 12, 2013 | Tickers: BAC, C, JPM, USB, WFC

    2013 could be the most eventful period for the banking industry since the crisis years of 2008 and 2009 and I believe Wells Fargo (NYSE: WFC) will be the best investment to ride this trend. It’s an old-fashioned, small-town bank, despite its massive size. With the recovery of American economy, more people getting jobs, their increased spending on buying cars and purchasing homes will make Well Fargo prosper as more »

  • Will Banks Be Increasing Dividends in the Near Future?

    By Jordo Bivona - March 6, 2013 | Tickers: BAC, C, JPM, USB, WFC

    Many bank stocks have recently filed capital plans with their regulators seeking increased shareholder payouts. In this article, I will discuss why some bank stocks such as Wells Fargo (NYSE: WFC) should be held, given the potential for increased dividends and dividend yields in both the short- and long-term.

    Should the capital plans be approved, a significant dividend increase could be seen at several banking institutions. This has a similar more »

  • Beating Buffett? It’s Possible With "2nd-Place" Stocks

    By Michele Tatum - March 4, 2013 | Tickers: BRK-A, KO, CL, HNZ, MTB, NTRS, PEP, PG, BK, USB, WFC

    It is not a stretch to call Warren Buffett the greatest value investor of all time. Buffet’s personal fortune of more than $50 billion confirms as much as do the latest batch of quarterly results out of his financial conglomerate, Berkshire Hathaway (NYSE: BRK-A).

    Last week, the company said its fourth-quarter net income surged 49% to $4.55 billion. Even after Berkshire’s $12 billion commitment to the $23 more »

  • Brave Warrior Investing: Are you Ready ?

    By Laura Paur - February 26, 2013 | Tickers: GOOG, ORCL, USB, VPRT

    I like to track prominent hedge fund holdings. Individual investors should study what top fundamental investors have been doing with their portfolios. These kind of hedge funds invest considerable time and resources analyzing stocks. I focus on institutional investors that hold concentrated positions and have a long-term, fundamental bias. In this article I analyze Glenn Greenberg’s Brave Warrior Capital holdings. Greenberg invests in companies with little competition, and places more »

  • 160 Years in Business and Still Going Strong

    By Ryan Guenette - February 22, 2013 | Tickers: GS, JPM, NES.DL, USB, WFC

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future.  As 2013 begins, I would like to focus on a diversified financial institution: Wells Fargo & Company (NYSE: WFC).

    The Business:

    Warren Buffett once said, “Never invest in a business you can’t understand.” This not only allows more »

  • Bigger Is Not Always Better: Banking in Early 2013

    By Maxwell Fisher - February 20, 2013 | Tickers: BAC, JPM, USB

    Although many of the big banks may be back on track after being bailed out by Uncle Sam, there may be some better alternatives for shareholders in terms of both growth of share price and dividend income. In this article, I will discuss why bigger may not always be better for investors' portfolios, and how investing in smaller financial entities like U.S. Bancorp (NYSE: USB) could prove to be more »

  • 4 Regional Banks With Upside

    By Adnan Khan - February 20, 2013 | Tickers: FITB, FMER, RF, USB

    This article is aimed at screening out undervalued regional banks in the US on which analysts are bullish. These banking stocks would be liquid with little institutional ownership. For this purpose, I examined their daily trading volume, discount to book value, percentage of institutional ownership and consensus recommendation of the analysts covering the stock. The specific criteria are as follows:

    • The selected bank must possess an average trading volume of more »

  • Still The Best Bank In Town

    By Chad Henage - February 15, 2013 | Tickers: BBT, MTB, PNC, USB

    Whether the sector is currently in favor or not, I firmly believe every investor should have some exposure to the banking industry in their portfolio. Traditional banks are the lifeblood of the economy, and in normal times pay good dividends, and have decent earnings growth. However, the last few years have been anything but “normal”. For a bank to outperform its peers is quite a feat in the current environment, and BB&T (NYSE: BBT) has been on quite a run over the last year or so.

  • This Bank is a Screaming Buy!

    By Piyush Arora - February 14, 2013 | Tickers: GS, HDB, IBN, USB, WFC

    India is the second most populated country in the world and according to Citigroup, its GDP is expected to grow around 5.7%-6.2% in FY14. For a new normal, that is still impressive! Although, the country’s reputation had been tarnished and India was lately in the news for wrong reasons -- widespread corruption and weak government policies -- it is still attracting a lot of attention lately. Why?

    Investment more »

  • Buffett Bullish On Banks - Should You Be Too?

    By Bill Edson - February 14, 2013 | Tickers: BAC, BRK-A, GS, USB, WFC

    Financial services companies are notorious for their complexity and opacity, which confound prediction. Confusingly, Warren Buffett has recently praised banks for their clarity and safety as investments. Could the Oracle of Omaha be wrong, or is Mr. Buffett right as usual?

    Below, I will show why active investors should underweight or abstain from financials as an industry. This includes financial stocks like Wells Fargo (NYSE: WFC), U.S. Bancorp (NYSE: USBmore »)

  • Excellent Results, 1 Change Would Make Them Better

    By Chad Henage - February 13, 2013 | Tickers: BBT, MTB, PNC, USB

    It's hard to argue with revenue growth of 15% and EPS growth of more than 45%. However, I'm going to make the argument that PNC Bancorp (NYSE: PNC) is doing its investors a disservice. The company is making a choice right now that is hurting results and it just doesn't make sense.