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Berkowitz's Fairholme Out of Goldman (GS), Citi (C); Cuts Stake in Citi (C), Raises Position in BofA (BAC)
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Nomura Securities on U.S. Banks: Q3 Halftime: Gimme Some Growth
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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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Paulson & Co. Slashes Stake in BofA (BAC), Citigroup (C); Shows New Stakes in Mosaic (MOS) and News Corp (NWSA)
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Berkowitz's Fairholme Shows New Stake in Jefferies (JEF), Ups Stake In AIG (AIG), BofA (BAC), Citi (C); Liquidates Cisco (CSCO)
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BofA Upgrades Regions (RF) to Buy, Zions (ZION) to Neutral
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Barclays on U.S. Large-Cap & Mid-Cap Banks: Chipping Away at the Unknowns - Reducing Estimates Post Debit Ruling
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Notable Analyst Rating Changes 06/16: (YOKU) (CAG) (RIMM) Upgraded; (INTC) (RF) (GIS) Downgraded
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Regions Financial (RF) volatility flat; shares near six-month low into Goldman downgrade
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BofA/Merrill Lynch Downgrades Regions Financial (RF) to Neutral
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Berkowitz's Fairholme Picks Up Pharma Stakes, and Cisco (CSCO); Swaps General Growth (GGP) for Brookfield (BAM)
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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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Paulson's Paulson & Co Shows New Stakes In Alpha Natural (ANR), Family Dollar (FDO), HP (HP); Raises Transocean (RIG) and Liquidates Pfizer (PFE)
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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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Nomura Securities on U.S. Banks: Bullish on Big Banks, Neutral on Regionals
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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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Barclays on U.S. Large-Cap & Mid-Cap Banks: FASB Backs off Mark-to-Market, but Is a New Impairment Methodology Next?
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Notable Analyst Rating Changes 01/26: AKS, VZ, STX, SWFT Upgraded; JASO, CIEN, TLAB, RF Downgraded
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Morgan Stanley Lists Top 2011 Banking Picks in US, Canada, Europe (JPM, BAC, WFC, AXP, more)
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Paulson's Paulson & Co. Keeps Gold Rush Alive, Moves Out of Goldman and Increases Citi Stake (C, GS, ABX, APC, XOM, 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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Paulson Sees $4,000 Gold and Says "Buy a Home"
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Big Banks May Be Left Out of Next Bank Takeover Surge
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John Paulson Shows New Stakes In Exxon Mobil (XOM) and Goldman Sachs (GS), Raises Pfizer (PFE) Stake
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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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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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John Paulson's Paulson & Co Q4 13F Breakdown: Greatly Expands Positions in Banks, Remains Heavy In Gold
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Notable Analyst Rating Changes 1/15: AMD, NRG, K, OMX, PRIM Upgraded; TOL, INCY, AYR, CTCM, PAYX Downgraded
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Paulson Pick-Up Of Citigroup (C) Shares Is Nothing New
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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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Notable Analyst Rating Changes 8/14: C, RF, PVH, GPS Upgraded; AMGN, AVB, IRE, TCO Downgraded
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Bank of America Upgrades Regions Financial (RF) To Buy
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Cramer Says Paulson's Large Position In Regions Financial (RF) Is Big News
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John Paulson Hedge Fund Gets Long BofA (BAC) and Other Bank Stocks
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Bank of America Upgrades Regions Financial (RF) to Neutral
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David Moenning's Daily State of the Markets: 7/21
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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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David Moenning's Daily State of the Markets: 6/11
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Short Interest In Banks Continues to Decline (BAC, USB, JPM, C)
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Keefe, Bruyette & Woods Upgrades BBT; Adjusts Price Target & Estimates on BAC, BBT, RF & STI
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David Moenning's Daily State of the Markets: 5/27
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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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Notable Analyst Rating Changes 5/19: THC, NFLX, AAP, GIL, CNW Upgraded; RF, APP, SPN Downgraded
