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Barclays on U.S. Large-Cap & Mid-Cap Banks: Top 5 Laterals from JPM's EPS 3Q Release
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Nomura Securities on U.S. Banks: Analysis on Banks in a Low-Rate Environment
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Notable Analyst Rating Changes 09/06: (SODA) (DV) (FITB) Upgraded; (LDK) (WFC) (PHM) Downgraded
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Tepper's Appaloosa Cutting Bank Stock Exposure, Shows New Positions In Mosaic (MOS), Western Refining (WNR)
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George Soros' Hedge Fund Slashes Stake In Gold ETF (GLD), Raises Stake in Citi (C) and AT&T (T)
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Tepper's Appaloosa Takes New Stake In Homebuilders (BZH) (DHI) (KBH) (PHM) (RYL)
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Notable Analyst Rating Changes 04/15: (FITB) (FE) (MPEL) Upgraded; (GOOG) (CSCO) (CBST) Downgraded
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BofA Restarts Regions (RF), Comerica (CMA), Fifth Third (FITB) at Buy, M&T (MTB), KeyCorp (KEY) at Neutral; Regions Could Be Near-Term Takeover Candidate
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Sterne Agee Starts 16 Bank Stocks: JPMorgan (JPM), Citi (C), PNC (PNC), BB&T (BBT), Fifth Third (FITB) at Buy
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Nomura Securities on U.S. Banks: Bullish on Big Banks, Neutral on Regionals
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Jefferies Sees Bank Dividend Payouts Approaching 30%; Sees Likely Dividend Raises at (USB) (STT) (BK) (JPM) (WFC)
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Notable Analyst Rating Changes 2/25: (WFC) (FITB) (ARMH) (ADBE) Upgraded; (MDAS) (GSS) (GPS) (CSTR) Downgraded
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Paulson's Paulson & Co. Reduces Citi (C) Exposure; Keeps Gold Level; Likes Tech (STX)(RIG)ABX)(JPM)
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Daily State of the Markets 01/26: The Rotation Game
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David Tepper Goes Heavy Into Tech Stocks in Q3, Lowers Bank Holdings (CSCO, BAC, C, more...)
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JP Morgan Lifts Price Targets On a Host of U.S. Banks (C, USB, PNC, more)
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Tepper's Appaloosa Increases Exposure to Big Pharma, Reduces Risk in Financials (C, BAC, MRK, PFE, More...)
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Barclays Maintains an 'Equalweight' on Bank of America (BAC); Interchange Hit and Reduced Revenues Cloud Outlook
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Susquehanna Says Overweight Large-Cap Bank Group: Prefers JPM, BAC, WFC; Starts C at Neutral
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Dick Bove Weighs In: Banks Won't Be Hurt by Financial Reform; Recommends JPM, BAC, C
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Tepper's Appaloosa Cuts Stakes In Bank Stocks (BAC, C, WFC), Enters Pharmaceutical and Energy Stocks
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Paulson's Paulson & Co Ups Stake in BofA, Buys More Gold Stocks, Likes MGM and Another Casino
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Wells Fargo Upgrades Large-Cap U.S. Banks to Market Weight (BAC, PNC, GS)
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Deutsche Bank Raises Targets on Large Cap Banking Stocks Ahead of Q1 Results
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Collins Stewart Comments on Financial Services Stocks: Upgrades WFC, RF, ZION & MTB; Reiterates 'Buy' on BAC, JPM, FITB & STI
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Moody's Says Many U.S. Banks Will Remain Unprofitable in 2010
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Notable Analyst Rating Changes 03/03: KO, DIS, BA, ZUMZ Upgraded; AMLN, FITB, MDVN, CBEY Downgraded
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Notable Analyst Rating Change of the Day 01/28: NFLX, STI, ZION, CMA, FITB, CAT Upgraded; TTEK, ME, KEX, QCOM Downgraded
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Analyst Previews Q4 Earnings at US Banks: Seeing Signs of Recovery, But Regionals Still Looking Scary (BAC, JPM, C, FITB, STI, more)
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Notable Analyst Rating Changes 12/01: FITB, BPFH, MENT, CLWR, LTD, SPWRA Upgraded; NFLX, NUVA Downgraded
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Paulson Pick-Up Of Citigroup (C) Shares Is Nothing New
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Notable Analyst Rating Change 10/29: FITB, AET, GNW, HGSI, WYN Upgraded; GT, GCI, ATVI, FSLR, KSP Downgraded
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Financials One of the Worst Performing Sectors as Dollar Strengthens
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Bank of America Re-instates Coverage on Fifth Third Bancorp (FITB) with a Neutral
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Collins Stewarts Starts Banking Industry at Market Weight: BAC, FITB, JPM, STI at Buy; MTB, ZION at Sell
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Deutsche Updates Q3, Q4 Models for US Banks: Largest Estimate Increase at BofA, Largest Reduction at Fifth Third (BAC, USB, FITB, MI)
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John Paulson Hedge Fund Gets Long BofA (BAC) and Other Bank Stocks
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Losses On Commercial Real Estate Will Be Much, Much Worse Than Expected - Deutsche Bank
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Deutsche Bank Cautious On Banks Heading Into Q2 Results, Sees More Losses Ahead and Maybe Another $300B In Capital Raises (BBT, JPB, USB, WFC, STI, BAC)
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Deutsche Bank Says CMA, HBAN, KEY, RF and ZION Best Positioned For Increase In Interest Rates
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Notable Analyst Rating Changes 6/11: RF, FITB, BBT, HBAN, STI, BAC, GSK Upgraded; UNH, TIN, ALV, VPRT Downgraded
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TARP Payback Separates Banks Into "The Anointed" and "The Zombies"
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TARP Payback Approval Expected Soon (GS, JPM, AXP, BK)
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Top 10 News Items 5/18-5/22: S&P Places UK Ratings on Negative Outlook, Creating Fears That US Could Be Next; BankUnited Closed by Office of Thrift Supervision; 2 IPO's Hit the Market
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Deutsche Bank Said U.S. Banks Stocks Not As Cheap As They Look (BAC, PNC, WFC, FITB, STI)
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Top 10 News Items 5/4-5/8: Bank Stress Test Results Released: BofA, Citi, Wells Fargo Need More Capital; Unemployment Rate Just Under 9%; Retailers Issue April Sales Results
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David Moenning's Daily State of the Markets: 5/8
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Active equity option families in first 30 minutes of trading according to Track Data are: C BAC WFC FITB
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Stress Test Results Show 10 of 19 Large U.S. Banks Need Additional Capital Buffer
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After-Hours Movers 5/7: ARP, FITB, FSYS, MNTG, MEMS, XOMA Higher; CROX, RMTR, GNW, BAGL, ERII, JSDA Lower
