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Bank of America
Here is our most recent article on BAC updated after today’s earnings results.  I hope that you enjoy! http://seekingalpha.com/article/730851-bank-of-america-don-t-wait-for-the-robins-update INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Corporations are issuing debt aggressively taking advantage of these record low interest rates.  JP Morgan (JPM) is taking advantage of their tremendous financial strength and is gaining market share as the number one underwriter.  Because JP Morgan has been able to stay in tact after the “Great Recession” they have benefited greatly as their competitors...
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Brian Moynihan echoes our belief that in the U.S. credit trends are far better than in Europe.  The primary risks in the U.S. are that policymakers abroad and in the U.S. will not adequately promote growth policies.  We’ve seen this before such as wrangling about the debt ceiling, and in Europe the response to the...
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This article showcases the high quality lending that banks are doing currently.  Improved underwriting and more disciplined pricing are the results of the consolidation that the industry has undergone.  While these are fairly normal characteristics for the recovery period in the credit cycle, markets aren’t giving the banks any credit for their solid financial strength....
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http://seekingalpha.com/article/514921-bank-of-america-don-t-wait-for-the-robins?source=email_rt_article&ifp=0 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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In the reps and warranties case including MBIA and Bank of America, a judge has increased the chances for a settlement by ruling that Bank of America CEO Brian Moynihan must testify.  I think it is in both companies interest to settle this case as MBIA needs the cash flow, and Bank of America needs...
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Jamie Dimon the CEO of JP Morgan Chase came out with his shareholder letter today.  I always enjoy reading it as Dimon is honest, insightful, and outspoken.  He touches on a variety of subjects but I found most interesting his belief in buying his stock, and his rationale for doing so which I completely agree...
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It looks like Bank of America has the right man for the job in CEO Brian Moynihan.  The company has done a phenomenal job boosting capital through divesting non-core assets.  The banks has very strong reserves which should insulate it from future credit losses.  Due to all of the turmoil from lawsuit regarding reps and...
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Today we had some big news with the Federal Reserve announcing the results of the dramatic stress tests.  As a whole the US banking industry did quite well, which is to be expected considering they have double the capital that they had three years ago. I was somewhat surprised to see Citigroup, which has one...
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This author did an excellent job outlining the investment thesis for Bank of America.  His premise is that the warrants are more attractive than the common stock due to the inherent leverage involved, but I tend to disagree because a large percentage of future profits are likely to be paid out via dividends, and I’m...
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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784

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