Analyst Forum

  • Article | Analyst Forum
  • October 25th, 2011

Third quarter earnings review: bank stocks rally as clouds thin

Bank stocks are trading at below book value and fundamentals are improving. What does that mean for the future of bank stocks?

  • Article | Analyst Forum
  • August 9th, 2011

Bank stocks plummet: It’s the economy, stupid.

Bank stocks get hurt the worst when there are worries about the economy and the debt downgrade is no welcome news, either.

  • Article | Analyst Forum
  • July 27th, 2011

Inside Ownership: Which Banks Like “Home Cooking”?

One analyst takes a look at the insider ownership of today’s financial institutions to truly determine how many real dollars senior management and directors are investing in their own banks’ stock.

  • Article | Analyst Forum
  • June 10th, 2011

Why bank stocks are performing so badly

Keefe, Bruyette & Woods chairman and CEO John Duffy gives his update on the banking industry, looking at profitability, stocks and the M&A market.

  • Article | Analyst Forum
  • June 1st, 2011

Why bank stocks underperform

Fred Cannon and Melissa Roberts of Keefe, Bruyette and Woods spend a lot of time dissecting the markets to understand financial stocks. Here, they give their views on how capital raises have affected the long-term performance of bank stocks, and whic…

  • Article | Analyst Forum
  • April 28th, 2011

Bank acquisitions rise in first quarter, but not by much

Top dealmakers include Sandler O'Neill & Partners, Raymond James & Associates and Keefe, Bruyette & Woods. While there weren't a lot of fish to be had, one firm did take the bigger fish.

  • Article | Analyst Forum
  • April 22nd, 2011

Bank Stocks Rise as Loan Losses Decline

Bank Director Editor Jack Milligan talks with Collyn Gilbert managing director and research analyst at Stifel Nicolaus about the future for bank stocks.

  • Article | Analyst Forum
  • March 3rd, 2011

Profit outlook for 2013: Still hobbled

What's the outlook for community banks for the next few years? Atlanta attorneys Jim McAlpin and Walt Moeling of Bryan Cave share the results from their survey of investment bankers, equity analysts and consultants on the future of banking.

  • Article | Analyst Forum
  • January 20th, 2011

Will 2011 be the year for bank stocks?

The bad news seems endless so why are many bank analysts so bullish on bank stocks in 2011?