e*9
2 楼
我来抛砖引玉
很多人对大盘担心
每次大盘出现调整对不同的sector影响会不同
08 financial crisis，银行股罪魁祸首，大幅降落情理之中
00 IT bubble，银行股也有调整，但比IT股好多了
这次如果出现大幅调整，可能因为QE制造的流动性泛滥
可能因为政府债务造成赖账可能/行为
那对银行股又是什么影响？
很多人对大盘担心
每次大盘出现调整对不同的sector影响会不同
08 financial crisis，银行股罪魁祸首，大幅降落情理之中
00 IT bubble，银行股也有调整，但比IT股好多了
这次如果出现大幅调整，可能因为QE制造的流动性泛滥
可能因为政府债务造成赖账可能/行为
那对银行股又是什么影响？
e*9
3 楼
关于个股
08年后C和BAC都在“低位”徘徊
C: P/E 13.80, EPS 3.96
BAC: P/E 25.56, EPS 0.66
08年后C和BAC都在“低位”徘徊
C: P/E 13.80, EPS 3.96
BAC: P/E 25.56, EPS 0.66
e*o
4 楼
Citi EPS 3.96, will it increase dividends???
【在 e********9 的大作中提到】
: 关于个股
: 08年后C和BAC都在“低位”徘徊
: C: P/E 13.80, EPS 3.96
: BAC: P/E 25.56, EPS 0.66
【在 e********9 的大作中提到】
: 关于个股
: 08年后C和BAC都在“低位”徘徊
: C: P/E 13.80, EPS 3.96
: BAC: P/E 25.56, EPS 0.66
e*9
5 楼
AIG: P/E 24.56, EPS 2.13, Div 0.8%
p*r
6 楼
Both BAC and C will increase dividend and share buy back this year because
they have more than enough revered capital. US regulatory
will approve the request from BAC and C this year to return some capital
to the share holders.
The FA looks good to all banks because short term rate is still near 0,
but medium and long term rate have go up quite a lot compare to their lowest
last year. So, their margin will be improving due the the bigger spread of
the rate. That why all banks are going up this year except last Friday.
they have more than enough revered capital. US regulatory
will approve the request from BAC and C this year to return some capital
to the share holders.
The FA looks good to all banks because short term rate is still near 0,
but medium and long term rate have go up quite a lot compare to their lowest
last year. So, their margin will be improving due the the bigger spread of
the rate. That why all banks are going up this year except last Friday.
e*9
7 楼
Thanks playForever.
This year so far, January effect may be a factor, besides good outlook for
financials;
while last Friday may be due to ugly job report.
The following is the summary of an article.
1 Stock to Buy in 2014 and Hold for 20 Years (Motley Fool)
BAC
- down 60% from January 2007, JPM and WFC up 35% and 50%
- 1.25 price to tangible book value ratio, 1.5 for JPM and 2.0 WFC
- the largest bank in the U.S. by deposits in its consumer operations
- massive and expanding business and investment banking services, wealth
management, and others
USB
have proven themselves through multiple cycles to be truly superior to their
competitors
C
- since mid-2007, shares down around 90% following painful dilution, and
dividend just one penny per quarter
- P/E 13.80
- 2014 catalyst, buy back stock, raise dividend
AIG
- investment in China, US local mortgage
- 22% below book value
This year so far, January effect may be a factor, besides good outlook for
financials;
while last Friday may be due to ugly job report.
The following is the summary of an article.
1 Stock to Buy in 2014 and Hold for 20 Years (Motley Fool)
BAC
- down 60% from January 2007, JPM and WFC up 35% and 50%
- 1.25 price to tangible book value ratio, 1.5 for JPM and 2.0 WFC
- the largest bank in the U.S. by deposits in its consumer operations
- massive and expanding business and investment banking services, wealth
management, and others
USB
have proven themselves through multiple cycles to be truly superior to their
competitors
C
- since mid-2007, shares down around 90% following painful dilution, and
dividend just one penny per quarter
- P/E 13.80
- 2014 catalyst, buy back stock, raise dividend
AIG
- investment in China, US local mortgage
- 22% below book value
p*y
8 楼
疑似今年花街宠儿
e*9
9 楼
BAC 100% 增发股票
C 500% 增发股票
C 500% 增发股票
p*r
10 楼
You don't have any data back up what you said.
I could say same thing to google, apple too.
【在 e********9 的大作中提到】
: BAC 100% 增发股票
: C 500% 增发股票
e*9
11 楼
check shares outstanding, close to the bottom of the pages
http://www.marketwatch.com/investing/stock/bac/financials
http://www.marketwatch.com/investing/stock/c/financials
http://www.marketwatch.com/investing/stock/bac/financials
http://www.marketwatch.com/investing/stock/c/financials
e*9
12 楼
P/E EPS Div & Yield P/B diluted shares (2012/08)
JPM 13.17 4.44 1.52 (2.60%) 0.86 3.82B/3.61B
GS 10.81 16.51 2.20 (1.20%) 0.85 516.1M/456.2M
WFC 12.09 3.80 1.20(2.60%) 1.24 5.35B/3.39B
C 13.80 3.96 0.04(0.10%) 0.64 3.02B/526.54M
BAC 25.56 0.66 0.04(0.20%) 0.57 10.84B/4.6B
AIG 24.56 2.13 0.40(0.80%) 0.53 1.69B/131.7M
USB 13.81 2.97 0.92(2.20%) 1.74 1.9B/1.76B
PE/EPS/Div from Yahoo; PB/shares from marketwatch
JPM 13.17 4.44 1.52 (2.60%) 0.86 3.82B/3.61B
GS 10.81 16.51 2.20 (1.20%) 0.85 516.1M/456.2M
WFC 12.09 3.80 1.20(2.60%) 1.24 5.35B/3.39B
C 13.80 3.96 0.04(0.10%) 0.64 3.02B/526.54M
BAC 25.56 0.66 0.04(0.20%) 0.57 10.84B/4.6B
AIG 24.56 2.13 0.40(0.80%) 0.53 1.69B/131.7M
USB 13.81 2.97 0.92(2.20%) 1.74 1.9B/1.76B
PE/EPS/Div from Yahoo; PB/shares from marketwatch
相关阅读
其他不说，油工的度量还是有的这次回国坐了一次长途高铁 (转载)村长v5热烈庆祝油工上任。。发现自己老了 (转载)其实没有PANIC, 只是前段时间长的太凶了, 正常回调.从菠菜来看，股斑是越来越没有精神了sprd吃了啥药了明天如果再跌那么多， 就捞点又开始暴跌了版主：你把周三博彩误删了，可我下的注也没退还啊？我今天意识到锅的伟大，原来MM真的这么在意他尼玛,俺退市求大牛推荐交易option的好书版标牛啊，不会搞砸了吧股市option实例：上周四卖了手上某股票的Call option看出来了，版上就是下跌熊说话上涨牛说话what happened? future uo 100+ in 10 minutes!MM今天把大盘拉驴了就更神奇了loaded entr @ 5.42