Analyst Forum

About The Analyst Forum

Our Bank Analyst Forum brings some of the leading sell side banking analysts from top research and brokerage firms together to share macro-economic trends specific to CEOs, CFOs and chairmen of financial companies.  Instead of focusing on specific stocks, we will share board-specific information through our conferences with special panel discussions that involve bank analysts; digitally, through guest columns, executive briefings and white papers; and finally, via a special section in each quarterly issue of Bank Director magazine.

  • Video | Analyst Forum
  • November 16th, 2012

State of the Banking Industry: Glass Half Empty with a Slow Leak

Steven D. Hovde, president & CEO, Hovde Financial Inc., discusses what the current economic environment means for the financial services industry over the next 12 months.

  • Article | Analyst Forum
  • November 2nd, 2012

Stock Analyst: Own Bank Stocks Now

Anthony Polini,managing director at Raymond James & Associates, talks about the cyclical nature of bank stocks and why they are a good investment right now given the country’s slow recovery.

  • Article | Analyst Forum
  • October 29th, 2012

Bank Earnings Trends

Steve Hovde of Hovde Financial looks at trends in profitability, which he says are making bank M&A more attractive.

  • Article | Analyst Forum
  • October 12th, 2012

Small Banks See Small Gains in Valuation: An Update on the Little Guys

A Monroe Securities report talks about third quarter trends for banks below $1 billion in assets.

  • Article | Analyst Forum
  • October 3rd, 2012

Why Elections Are Good For Bank Stocks

Keefe, Bruyette & Woods reviews the impact of recent U.S. presidential elections on the equity market and financial stocks.

  • Article | Analyst Forum
  • July 24th, 2012

2012 Bank M&A: Volume and Pricing Improves, Uncertainty Remains

Crowe Horwath’s Rick Childs offers an update on M&A and what is holding down activity.

  • Article | Analyst Forum
  • July 20th, 2012

Bank Waters Will Remain Choppy

Ken Usdin, a Jefferies & Co. stock analyst, talks about his predictions for the future of the banking sector and names some of his top picks.

  • Article | Analyst Forum
  • July 13th, 2012

Bank M&A Deal Volume, Pricing Remains Steady

SNL Financial gives its latest update on pricing and volume.

  • Article | Analyst Forum
  • June 27th, 2012

Bank stocks: “It’s really been a lost decade.”

Steven Hovde of The Hovde Group, an investment bank for the financial services sector, predicts that housing and Europe will hold down economic growth and hurt banks.

  • Article | Analyst Forum
  • June 15th, 2012

Analyst Report: Community Banks Saw Improving Metrics In The First Quarter

Community banks are doing better. But bigger still seems to mean better.