Posted on 6/21/19
Bank Of America: Expect A 30% Dividend Hike Following Its 2019 CCAR
SummaryBank of America’s 2018 CCAR (Comprehensive Capital Analysis and Review) was a disappointment, in our view.For the 2019 DFAST (Dodd-Frank Act Stress Tests), we expect Bank . . .
Posted on 6/20/19
Goldman Sachs: 2019 CCAR Could Be A Catalyst
SummaryIn contrast to the previous year, Goldman Sachs could surprise the market positively with its 2019 Dodd-Frank Act Stress Tests (DFAST) and Comprehensive Capital Analysis and . . .
Posted on 6/18/18
New York Community Bancorp: Forget SIFI Limit - It Is All About Funding
New York Community Bancorp (NYCB) has been one of the worst performing US regional banks over the past 12 months. As shown below, it has underperformed . . .
Posted on 5/23/18
Sterling Bancorp: Strong Fundamentals Underpin 40% Upside
Sterling Bancorp (STL), which remains one of our top-picks among U.S. regional banks, has recently reported its financial results for the first quarter. Although the headline . . .
Posted on 2/15/18
The Worst Is Yet To Come For New York Community Bancorp
A couple of months ago, we shared a bearish thesis on New York Community Bancorp (NYCB). Following the publication, we received many questions on the stock . . .
Charlotte Raleigh
