现在买wfc和08年买bac一样不明智# Stock
B*e
1 楼
energy loan exposure, wfc比其他大银行多得多，不要以为上次crisis wfc没怎么沾
subprime mortgage这次也会比其他银行强，如果这次是crisis那么wfc应该
underperform their peers.
subprime mortgage这次也会比其他银行强，如果这次是crisis那么wfc应该
underperform their peers.
M*n
2 楼
Ben, wfc的energy loan是个什么比例？先谢了。
【在 B******e 的大作中提到】
: energy loan exposure, wfc比其他大银行多得多，不要以为上次crisis wfc没怎么沾
: subprime mortgage这次也会比其他银行强，如果这次是crisis那么wfc应该
: underperform their peers.
【在 B******e 的大作中提到】
: energy loan exposure, wfc比其他大银行多得多，不要以为上次crisis wfc没怎么沾
: subprime mortgage这次也会比其他银行强，如果这次是crisis那么wfc应该
: underperform their peers.
m*a
3 楼
Per this CNBC interview with WFC CEO in Dec 2015: (sorry for the capital
letters. Paste as it is):
" ONLY 2% OF OUR LOAN OUTSTANDINGS ARE RELATED TO ENERGY AND ONLY ABOUT HALF
OF THOSE ARE IN E & P. SO WE HAVE SOME LARGE COMPANIES SOME MIDSTREAM AND
SO FORTH. I'M NOT TRYING TO UNDERSTATE IT BUT WE'RE MUCH MORE AFFECTED BY
WHAT'S HAPPENING WITH REAL ESTATE, FOR EXAMPLE, WHICH IS 30% OF OUR
PORTFOLIO. "
Source:http://www.cnbc.com/2015/12/01/cnbc-exclusive-cnbc-transcript-wells-fargo-chairman-ceo-john-stumpf-speaks-with-cnbcs-kayla-tausche-on-squawk-on-the-street-today.html
【在 M***n 的大作中提到】
: Ben, wfc的energy loan是个什么比例？先谢了。
letters. Paste as it is):
" ONLY 2% OF OUR LOAN OUTSTANDINGS ARE RELATED TO ENERGY AND ONLY ABOUT HALF
OF THOSE ARE IN E & P. SO WE HAVE SOME LARGE COMPANIES SOME MIDSTREAM AND
SO FORTH. I'M NOT TRYING TO UNDERSTATE IT BUT WE'RE MUCH MORE AFFECTED BY
WHAT'S HAPPENING WITH REAL ESTATE, FOR EXAMPLE, WHICH IS 30% OF OUR
PORTFOLIO. "
Source:http://www.cnbc.com/2015/12/01/cnbc-exclusive-cnbc-transcript-wells-fargo-chairman-ceo-john-stumpf-speaks-with-cnbcs-kayla-tausche-on-squawk-on-the-street-today.html
【在 M***n 的大作中提到】
: Ben, wfc的energy loan是个什么比例？先谢了。
B*e
4 楼
比real estate少是肯定的，但是2%比其他大银行要高不少。
HALF
【在 m*****a 的大作中提到】
: Per this CNBC interview with WFC CEO in Dec 2015: (sorry for the capital
: letters. Paste as it is):
: " ONLY 2% OF OUR LOAN OUTSTANDINGS ARE RELATED TO ENERGY AND ONLY ABOUT HALF
: OF THOSE ARE IN E & P. SO WE HAVE SOME LARGE COMPANIES SOME MIDSTREAM AND
: SO FORTH. I'M NOT TRYING TO UNDERSTATE IT BUT WE'RE MUCH MORE AFFECTED BY
: WHAT'S HAPPENING WITH REAL ESTATE, FOR EXAMPLE, WHICH IS 30% OF OUR
: PORTFOLIO. "
: Source:http://www.cnbc.com/2015/12/01/cnbc-exclusive-cnbc-transcript-wells-fargo-chairman-ceo-john-stumpf-speaks-with-cnbcs-kayla-tausche-on-squawk-on-the-street-today.html
HALF
【在 m*****a 的大作中提到】
: Per this CNBC interview with WFC CEO in Dec 2015: (sorry for the capital
: letters. Paste as it is):
: " ONLY 2% OF OUR LOAN OUTSTANDINGS ARE RELATED TO ENERGY AND ONLY ABOUT HALF
: OF THOSE ARE IN E & P. SO WE HAVE SOME LARGE COMPANIES SOME MIDSTREAM AND
: SO FORTH. I'M NOT TRYING TO UNDERSTATE IT BUT WE'RE MUCH MORE AFFECTED BY
: WHAT'S HAPPENING WITH REAL ESTATE, FOR EXAMPLE, WHICH IS 30% OF OUR
: PORTFOLIO. "
: Source:http://www.cnbc.com/2015/12/01/cnbc-exclusive-cnbc-transcript-wells-fargo-chairman-ceo-john-stumpf-speaks-with-cnbcs-kayla-tausche-on-squawk-on-the-street-today.html
n*s
5 楼
前一阵帖过，比例银行不会说实话的，但当时的数据是BAC 21b, c 20B, WFC 20 还是
17记不清了，狗剩也有17b
【在 M***n 的大作中提到】
: Ben, wfc的energy loan是个什么比例？先谢了。
17记不清了，狗剩也有17b
【在 M***n 的大作中提到】
: Ben, wfc的energy loan是个什么比例？先谢了。
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