iShares US Financials

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  • The Great American Deleveraging: Fact or Myth?
    Macroeconomic Analysis

    The Great American Deleveraging: Fact or Myth?

    The great American deleveraging has largely been limited to the financial sector (XLF) (IYF). Non-financial debt is still much higher than historical averages.

    By Russ Koesterich, CFA
  • uploads///Real Estate
    Macroeconomic Analysis

    Blackstone, Carlyle, and KKR Saw Real Estate Growth in 3Q16

    The real estate space has seen a relatively strong performance when compared to other asset classes.

    By Robert Karr
  • uploads/// Value stocks
    Company & Industry Overviews

    Is It Time to Play Value Stocks?

    In the past few years, value stocks haven’t posted impressive gains. Many of them look cheap and have trailed the broader market as investors lap up growth stocks.

    By Russ Koesterich, CFA
  • uploads///rel val
    Financials

    A Look at Capital One’s Valuations

    Capital One Financial Corporation’s (COF) PE (price-to-earnings) ratio is 8.77x on an NTM basis compared to its competitors’ average PE ratio of 20.79x.

    By Raymond Anderson
  • uploads///GS Trading activities
    Earnings Report

    Factors That Will Drive Goldman Sachs’ Earnings in 2016

    Goldman Sachs derives 16% of its revenues from the investing and lending business. So far, 2016 has been a rough year for the financial sector.

    By Rebecca Keats
  • uploads///Bank Profitability Has Taken a Hit Since Dodd Frank Regulations
    Real Insights

    Is the Financial Sector Set to Outperform?

    In addition to the promising signs of the financial sector passing the rigor of this stress test, talk of deregulation makes the financial sector even more attractive.

    By Tidal Growth Consultants
  • uploads///WFC DY
    Earnings Report

    How Wells Fargo Creates Value for Shareholders

    Wells Fargo has consistently performed well in stress tests. This performance has let the company increase its dividends annually.

    By Rebecca Keats
  • uploads///WFC Margins
    Earnings Report

    What Impacted Wells Fargo’s First Quarter Earnings?

    Wells Fargo’s first quarter earnings surpassed expectations but fell 5% YoY (year-over-year). The net interest income increased by 6% to $11.7 billion.

    By Rebecca Keats
  • uploads///JPM Ratings
    Company & Industry Overviews

    What Do Analysts Recommend for JPMorgan Chase and Wells Fargo?

    In a Bloomberg survey of 37 analysts, 19 analysts (51%) have assigned a “buy” rating to Wells Fargo (WFC) while 13 (35%) have rated it as “hold.” The stock currently has five “sell” ratings.

    By Rebecca Keats
  • uploads///Real estate
    Company & Industry Overviews

    Blackstone’s Real Estate Growth in Europe and Asia in 2017

    The Blackstone Group (BX) garnered realizations of $3.5 billion in 4Q16, reflecting a year-over-year rise in improved valuations.

    By Robert Karr
  • uploads///rockwell collins analyst ratings
    Earnings Report

    Will B/E Aerospace Deal Affect Rockwell Collins’s PE multiples?

    Among the analysts surveyed by Bloomberg, eight analysts have a “buy” rating and seven have a “hold” rating on Rockwell Collins (COL). There were no “sell” ratings on COL stock.

    By Shannon Black
  • uploads///BAC dividends
    Earnings Report

    How Did Bank of America Perform on 2016 Stress Tests?

    Bank of America boosted its dividends by 50% to $0.075 after it cleared the Fed’s 2016 stress tests.

    By Rebecca Keats
  • uploads///dbafeededdcae
    Macroeconomic Analysis

    Why Small-Cap Banks Have Been Underperforming

    Small-cap banks have been underperforming due to the yield curve that has been flattening since the start of 2014.

    By Russ Koesterich, CFA
  • uploads///Balance sheet
    Earnings Report

    KKR Realized Performance, Investment Income Declined in 1Q16

    In 1Q16, KKR & Co. (KKR) saw its distributable earnings decline on lower bookings. The company made realized performance income of $99 million compared to $308 million in 1Q15.

    By Robert Karr
  • uploads///Carry fund
    Earnings Report

    Carlyle’s Portfolio Appreciated on These

    Carlyle managed 5% appreciation in portfolio valuation in 4Q16 and 12% in fiscal 2016, reflecting an improved YoY performance.

    By Robert Karr
  • uploads///A Chicago Fed
    Company & Industry Overviews

    Why the CFNAI Has Historically Led Overall Growth

    There are no truly reliable measures of future growth. That said, certain economic statistics have historically led overall growth.

    By Russ Koesterich, CFA
  • uploads///carry fund
    Company & Industry Overviews

    How Is Carlyle’s Portfolio Performing in 2Q16?

    Carlyle Group’s (CG) carry fund valuations appreciated by 1% in 1Q16.

    By Robert Karr
  • uploads///emerson electric analyst ratings
    Earnings Report

    Emerson Electric Expects Weak Market Conditions to Spill into Fiscal 2017

    Emerson Electric’s sales in fiscal 2017 are expected to fall between 1% and 3% on an organic as well as net sales basis.

    By Shannon Black
  • uploads///
    Macroeconomic Analysis

    Leading Players in the US Annuity Industry

    The market leader in the fixed annuity industry is Allianz Life Insurance Company of North America with 13% market share, followed by New York Life with 8%.

    By Sean Millard
  • uploads///BalSheet
    Earnings Report

    KKR Achieves Higher Realization on Improved Activity in 2Q16

    In 2Q16, KKR & Co. (KKR) saw its distributable earnings surge on exit activity in the private equity space. The company made realized performance income of $310 million compared to $258 million in 2Q15.

    By Robert Karr
  • uploads///SP  Returns Following Rising Fed Funds Rate
    Company & Industry Overviews

    Rich Valuations and Higher Rates Lead to Poor Stock Returns

    Rich valuations and higher rates are a lethal combination for stocks. Over the longer term, multiple expansion and tightening lead to negative returns.

    By Russ Koesterich, CFA
  • uploads///US PE ROE
    Macroeconomic Analysis

    A Flat Yield Curve Is a Squeeze on Corporate Profitability

    Less lending leads to lesser investment and business expansion activities. This infringes on corporate profitability and overall economic profit growth.

    By Surbhi Jain
  • uploads///Carry fund performance
    Earnings Report

    Carlyle Group’s Private Equity Portfolio Has Risen in 1Q16

    Carlyle’s total carry fund valuations rose by 2% in 4Q15, led by a recovery in the valuations of private equity funds.

    By Robert Karr
  • uploads///Valuations
    Earnings Report

    AIG Valuations Low on SIFI, Operating Performance, Restructuring

    American International Group’s (AIG) stock has declined by more than 13% over the past six months, mainly due to weak operating performance, higher reserve developments, and declining returns on alternative investments.

    By Robert Karr
  • uploads///Balance sheet
    Company & Industry Overviews

    KKR Expected to See Subdued Realized and Investment Performance

    In 1Q16, KKR & Co. (KKR) saw its distributable earnings decline due to lower bookings. The company had a realized performance income of $99 million.

    By Robert Karr
  • uploads///part
    Earnings Report

    Leases Drive Up Credit Losses in Deere’s Financial Unit

    Deere & Company’s (DE) financial services (IYF) unit represented 10.2% of revenues in 3Q16, which is comparable to levels of 10.4% in 3Q15.

    By Shannon Black
  • uploads///Balance sheet
    Company & Industry Overviews

    How Did KKR’s Distributions Look in 4Q16?

    KKR & Company (KKR) has managed higher realizations over the past few quarters as reflected in its higher distributions to limited partners or investors.

    By Robert Karr
  • uploads///part
    Company & Industry Overviews

    Why Stanley Security Changed Gears

    Profit margins in Stanley Security increased from 10.2% in 2013 to 11.4% in 2015.

    By Shannon Black
  • uploads///carry fund
    Earnings Report

    Carlyle’s Portfolio Could Continue on a Subdued Trajectory in 2Q16

    Carlyle’s performance is directly impacted by the global macroeconomic environment as well as financial conditions in and outside of the United States.

    By Robert Karr
  • uploads///how did we get here
    Macroeconomic Analysis

    How Did Greece Get Here? The Origins of the Crisis

    Crisis has embroiled Greece for more than half a decade. The once prosperous economy has been reduced to shambles and is teetering on the verge of bankruptcy. How did Greece get here?

    By Shelly Vinson
  • uploads///analysts
    Company & Industry Overviews

    Analysts’ Views on Visa Stock

    Analysts still love Visa (V) stock, primarily because of its strong outlook.

    By Raymond Anderson
  • uploads///Flows IYF
    Macroeconomic Analysis

    A Look at IYF’s Outflows So Far in 2016

    The iShares US Financials ETF (IYF) recorded net outflows of $847 million in 2015. As of March 24, 2016, investors have withdrawn $360.6 million from IYF.

    By Rebecca Keats
  • uploads///Expected per
    Company & Industry Overviews

    What’s Wells Fargo’s Outlook for 4Q17?

    In the period since the 2007 crisis, the banking sector (IYF) is at a peak. The sector faced headwinds amid near-zero interest rates, weak macroeconomic outlook, falling oil prices, and weaker global trade.

    By Robert Karr
  • uploads///Consumer
    Earnings Report

    AIG Sees Contraction in Consumer Finance Division in 2Q15

    AIG’s consumer finance business recorded a 9% decline in pre-tax operating earnings in 2Q15.

    By Robert Karr
  • uploads///Rel val
    Company & Industry Overviews

    What Led to Chubb’s Discounted Valuations?

    Chubb has been successful in gaining investors’ confidence as the company rewarded shareholders with $667 million in 2Q17 via repurchases and dividends.

    By Raymond Anderson
  • uploads///NIIs
    Earnings Report

    Why Rate Hikes Help Maintain Wells Fargo’s Interest Spreads

    Wells Fargo (WFC) has maintained higher net interest margins or NIMs, helped by rate hikes and higher operating leverage compared to peers (IYF).

    By Robert Karr
  • uploads///Valuation
    Earnings Report

    Prudential Financial’s Valuations Rise, Still Trade at a Discount

    Prudential Financial’s shares appear to be currently undervalued despite the improvements in its overall fundamentals.

    By Robert Karr
  • uploads///part
    Earnings Report

    Analysts Maintain Bullish Stance on Textron despite Poor Returns

    According to Bloomberg, eight analysts have given Textron (TXT) “buy” recommendations, three have rated it a “hold,” and one has given it a “sell.”

    By Shannon Black
  • uploads///top holdings IYG
    Financials

    You can invest in Citigroup through a wide selection of ETFs

    Broad market ETFs also hold Citigroup. Citigroup has a large market capitalization and so is a part of the S&P 500 Index.

    By Rekha Khandelwal, CFA
  • uploads///
    Fund Managers

    Passport Capital Invests over $127 Million in Banks in 4Q14

    The investment in banking stocks appears to be based on the view that such stocks could outperform the market given a rise in short-term interest rates.

    By Santiago Solari
  • uploads///Lower Yields Have Led to Higher Market Valuation
    Macroeconomic Analysis

    Is the S&P 500 Reasonably Valued?

    Currently, the US benchmark index, the S&P 500, has risen 6% year-to-date. The market is trading at higher valuations compared to its historical average.

    By Russ Koesterich, CFA
  • uploads///COF Segments
    Earnings Report

    Capital One by Segment in 4Q15

    In 4Q15, Capital One’s non-performing loans in its Commerical Banking segment increased to $550 million due to downgrades of oil and gas loans.

    By Rebecca Keats
  • uploads///
    Financials

    Why should you invest in insurance ETFs?

    Insurance ETFs are poised to gain from industry growth. As interest rates improve, insurers should see better earnings due to higher investment returns.

    By Sean Millard
  • uploads///part  bitcoin
    Company & Industry Overviews

    Cryptocurrencies Could Prove Warren Buffett Wrong

    Cryptocurrencies could have a tough time proving Buffett wrong. Massive volatility and frequent scams don’t make cryptocurrencies look attractive.

    By Mohit Oberoi, CFA
  • uploads///
    Company & Industry Overviews

    Buffett Banking Too Much on the Banking Sector with J.P. Morgan?

    As we discussed in the last three parts of this series, renowned billionaire investor Warren Buffett’s Berkshire Hathaway (BRK.A)(BRK.B) has increased its bets on the banking sector.

    By Jitendra Parashar
  • uploads///
    Company & Industry Overviews

    Buffett Raised Bets on U.S. Bancorp and Goldman Sachs in Q3 2018

    So far in this series, we’ve looked at Warrant Buffet’s investment firm, Berkshire Hathaway’s (BRK.A)(BRK.B), top five investments in the third quarter.

    By Jitendra Parashar
  • uploads///
    Company & Industry Overviews

    How Warren Buffett’s Top Two Bank Holdings Changed in Q3 2018

    Now let’s see how Buffett’s top two bank holdings (IYF) changed in the last quarter.

    By Jitendra Parashar
  • uploads///Chart  Retail Sales
    Earnings Report

    Improving Economy and Retail Sales to Boost Mastercard’s Q3 Results

    A healthy job market and a steady hike in wages have increased the spending power of consumers.

    By Anirudha Bhagat
  • uploads///Chart  Retail Sales
    Earnings Report

    Visa’s Q4 Results to Gain from Improving Economy and Retail Sales

    The US GDP grew 4.2% in the second quarter, which was almost double the 2.2% increase registered in the first quarter.

    By Anirudha Bhagat
  • uploads///Chart  US Retail Sales
    Company & Industry Overviews

    Mastercard to Gain from Improving Economy and Rising Retail Sales

    The Consumer Confidence Index increased to 133.4 in August from 127.9 in July—its highest reading since its October 2000 reading of 135.8.

    By Anirudha Bhagat
  • uploads///Chart  Retail Sales
    Company & Industry Overviews

    Improving GDP and Retail Sales Could Boost Visa’s Platform Usage

    Improving GDP growth, a healthy job market, and steady wage growth have increased the disposable income of consumers, thereby giving them greater spending power.

    By Anirudha Bhagat
  • uploads///aalysts
    Company & Industry Overviews

    Will Analysts Stay Optimistic about Visa Stock?

    In the fiscal third quarter, Visa (V) witnessed strong growth on a YoY (year-over-year) basis in all its primary business metrics.

    By Raymond Anderson
  • uploads///v pay vol debit pro
    Company & Industry Overviews

    What Fueled Visa’s Payment Volumes in Fiscal Q3 2018?

    In the third quarter, Visa (V) witnessed a rise in payment volumes from the United States on a sequential basis from 10.1% to 10.5%.

    By Raymond Anderson
  • uploads///anaklysts
    Company & Industry Overviews

    How Analysts Rate Mastercard

    Analysts’ rating on Mastercard (MA) improved in July compared to June.

    By Raymond Anderson
  • uploads///V ser rev
    Company & Industry Overviews

    Understanding Visa’s Take on Contactless Payments

    Visa (V) has been making efforts to increase the use of contactless payments in the United States after experiencing a positive response.

    By Raymond Anderson
  • uploads///rel val
    Company & Industry Overviews

    Mastercard Has Premium Valuations after Strong Q2 2018 Results

    Mastercard (MA) has a price-to-earnings ratio of 28.04x on an NTM (next-12-month) basis compared to the peer average of 15.95x.

    By Raymond Anderson
  • uploads///open sign _
    Company & Industry Overviews

    Understanding Visa’s Views on Europe and India

    Visa (V) posted total payment volumes amounting to $2.1 trillion in its fiscal third quarter.

    By Raymond Anderson
  • uploads///ma post
    Company & Industry Overviews

    How Mastercard’s Gross Dollar Volumes and Net Revenues Trended

    In the second quarter, Mastercard (MA) witnessed total gross dollar volumes (or GDV) of $1.5 trillion.

    By Raymond Anderson
  • uploads/// b personal loans
    Macroeconomic Analysis

    Fintech Startups Grabbed a Larger Share of US Personal Loans

    The total spending on Visa’s (V) network rose 11% to $2.1 trillion in the second quarter—slightly better than analysts’ estimates of $2.09 trillion.

    By Peter Barnes
  • uploads///dfs post
    Earnings Report

    Discover Financial’s Q2 2018: Total Loans Grew 9% Year-over-Year

    On July 26, Discover Financial Services (DFS) released its earnings report for the second quarter.

    By Raymond Anderson
  • uploads///american express cards credit
    Earnings Report

    Visa Posts Strong Fiscal Q3 2018 Results: Payments Volume Rose

    On July 25, Visa (V) posted its third fiscal quarter results. The company posted an EPS of $1.20, which exceeds Wall Street analysts’ expectations.

    By Raymond Anderson
  • uploads///Services
    Consumer

    Berkshire Is Still Staying Away from Big e-Commerce Businesses

    Services growth Berkshire Hathaway’s (BRK.B) Services and Retail segment has stakes across flight services, electronics, FMCG (fast-moving consumer goods), retail, automotive, and financial services. However, the company hasn’t built up a stake in the e-Commerce industry in or outside the United States. CEO Warren Buffett remains wary of the fact that these acquisitions will come at high multiples, low profits, […]

    By Robert Karr
  • uploads///V pre
    Earnings Report

    Visa’s Payments Volumes Could Fuel Its Growth

    On July 25, Visa (V) is scheduled to report its results for the third fiscal quarter. Analysts expect Visa to post an EPS of $1.09.

    By Raymond Anderson
  • uploads///Ma pre
    Earnings Report

    Mastercard’s Q2 Preview: Spending, Macro Data Could Be Drivers

    Mastercard (MA) is set to release its second-quarter earnings report on July 26. What can we expect?

    By Raymond Anderson
  • uploads///cof post
    Earnings Report

    Capital One’s Net Interest Margin Fell in the Second Quarter

    Capital One Financial (COF) posted second-quarter results on July 19.

    By Raymond Anderson
  • uploads///AXP pre
    Earnings Report

    American Express in Q2: Drivers Could Be Loan Growth, Spending

    On July 18, American Express (AXP) is expected to report its Q2 2018. Analysts expect EPS to be $1.82 compared to $1.86 in the first quarter.

    By Raymond Anderson
  • uploads///COF pre
    Earnings Report

    Capital One’s Q2: Expectations Amid Trade Wars, Improved Economy

    Capital One (COF) is expected to release its Q2 2018 earnings on July 19. Analysts expect EPS of $2.68, a YoY rise of 38.1%.

    By Raymond Anderson
  • uploads///analysts
    Company & Industry Overviews

    What Factors Could Influence Analysts’ Ratings on Discover?

    Growing trade tensions are a primary concern, as they could impact the performances of Discover Financial Services (DFS) and its peers.

    By Raymond Anderson
  • uploads///TR
    Company & Industry Overviews

    What Discover Financial Has in Mind Moving Forward

    Discover Financial Services (DFS) generated net interest income amounting to $2.1 billion in the first quarter.

    By Raymond Anderson
  • uploads///expected rev
    Company & Industry Overviews

    What’s behind Mastercard’s Co-Brand Wins?

    The economic and business environment prevailing in an economy affects the business fundamentals of payment processing giants like Visa (V) and Mastercard (MA).

    By Raymond Anderson
  • uploads///analysts
    Company & Industry Overviews

    How Analysts View American Express Stock

    In June, eight of the 32 analysts covering the stock have given it a “buy” rating, and two analysts have given it a “strong sell.”

    By Raymond Anderson
  • uploads///GCS
    Company & Industry Overviews

    American Express Global Commercial Services: What Could Impact It

    American Express’s (AXP) Global Commercial Services segment’s non-interest revenues rose 9% YoY in the first quarter.

    By Raymond Anderson
  • uploads///axp
    Company & Industry Overviews

    American Express: What the Second Quarter Holds

    The second quarter could be beneficial for American Express (AXP) due to an expected rise in consumer loans and transactions.

    By Raymond Anderson
  • uploads///NOR
    Company & Industry Overviews

    Understanding Visa’s Service Revenue and Visa Direct

    In fiscal Q3 2018, Visa’s (V) service revenue could rise YoY (year-over-year) due to its payment volumes rising YoY in fiscal Q2 2018.

    By Raymond Anderson
  • uploads///rel val
    Company & Industry Overviews

    A Look at Visa’s Valuation

    Visa’s (V) NTM (next-12-month) and LTM (last-12-month) price-to-book ratios are 7.6x and 8.9x, respectively.

    By Raymond Anderson
  • uploads///visa
    Company & Industry Overviews

    Assessing Visa’s Growth Drivers

    Visa’s (V) performance is expected to be primarily driven by spending trends, electronic payment adoption, and tapping into areas where many payments are still made in cash.

    By Raymond Anderson
  • uploads///analysts
    Company & Industry Overviews

    Discover Financial Stock: Analysts’ Ratings

    For Discover Financial, nine analysts recommend a “strong buy,” eight recommend a “hold,” and ten recommend a “buy” on the stock.

    By Raymond Anderson
  • uploads///market cap
    Company & Industry Overviews

    Discover’s Payment Services Division: What to Expect

    At the end of the first quarter, Discover Financial’s Payment Services segment saw total volumes of $88.4 billion.

    By Raymond Anderson
  • uploads///Expected performance
    Company & Industry Overviews

    How Banking Stocks Could Perform in the Second Quarter

    Amid rising rates, credit offtake is expected to be subdued for bankers in the second quarter.

    By Robert Karr
  • uploads///stock market _
    Earnings Report

    What to Expect from Berkshire Hathaway’s 1Q18 Earnings

    In this series, we’ll look into Berkshire Hathaway’s 1Q18 expected divisional performance along with a variety of other factors.

    By Robert Karr
  • uploads///Non interest
    Company & Industry Overviews

    Improving Operating Leverage Is Key for Bank of America in 2018

    Bank of America’s (BAC) spending on technology has increased substantially in recent quarters to improve trading, banking penetration, and wealth services.

    By Robert Karr
  • uploads///Dividends
    Company & Industry Overviews

    Wells Fargo on Buyback Spree to Improve RoE in 2018

    Wells Fargo (WFC) spent $2.0 billion on buybacks in 4Q17. For fiscal 2017, the bank spent $6.8 billion in net repurchases for 42.0% growth since 2016.

    By Robert Karr
  • uploads///Expenses
    Company & Industry Overviews

    Wells Fargo’s Litigation Costs Impacting Efficiency and Profits

    In 4Q17, Wells Fargo posted employee costs of ~$8.4 billion, a rise of $0.5 billion from 3Q17 on higher salaries, commissions, and year-end bonuses.

    By Robert Karr
  • uploads///NIIs
    Company & Industry Overviews

    Wells Fargo Investment Banking, NIMs, Holdings Help Expansion

    Wells Fargo’s non-interest income saw a reversal in 4Q17 with an increase to $9.7 billion compared to $9.4 billion in 3Q17.

    By Robert Karr
  • uploads///Insurance
    Earnings Report

    Underwriting May Help Berkshire’s Insurance Division

    Claims could subside The insurance sector (IYF) faced headwinds and losses in 3Q17 due to hurricanes across the US East Coast. Berkshire Hathaway (BRK.B), AIG (AIG), Prudential Financial (PRU), MetLife (MET), and other reinsurers faced headwinds and underwriting losses in 3Q17, which were partially offset by gains from debt and equity investments. In 4Q17, claims are […]

    By Robert Karr
  • uploads///Commercial banking
    Company & Industry Overviews

    Major Drivers That Could Impact Bankers in 2018

    Banks (IYF) have enjoyed strong credit growth amid near-zero interest rates as leveraging and carry trade have been profitable.

    By Robert Karr
  • uploads///ICG
    Company & Industry Overviews

    Citigroup’s Institutional Clients Group Could Stay Busy in 2018

    Citigroup’s Institutional Clients Group’s net income rose 15% to $3 billion, helped by lower expense growth of 5% and a 9% spike in revenues.

    By Robert Karr
  • uploads///GCB
    Company & Industry Overviews

    Citigroup’s Global Consumer Banking Sees Rise in Credit Costs

    Citigroup’s (C) Consumer Banking segment saw a 3% growth in revenues to $8.4 billion in 3Q17.

    By Robert Karr
  • uploads///Expenses
    Company & Industry Overviews

    Why Wells Fargo’s Spending Could Fall in 2018

    Commercial banks and asset managers (IYF) are focusing on technology spending in order to boost their trading activity, improve efficiency, and reduce administrative costs.

    By Robert Karr
  • uploads///Insurance
    Company & Industry Overviews

    Insurance Claims Dent Berkshire’s Profitability in 2017

    Berkshire Hathaway (BRK.B) reported losses before tax of $963 million in 3Q17 compared to earnings before taxes of $1.4 billion in the corresponding period last year.

    By Robert Karr
  • uploads///Global markets
    Financials

    Why Bank Trading Activity Could See Volatility in 2018

    Bankers have seen subdued trading activity over the past couple of quarters after a record 2016 and 1Q17.

    By Robert Karr
  • uploads///GCB
    Financials

    This Could Be a Key Driver for US Banks in 2018

    NIMs (net interest margins) for commercial banks have grown at a faster pace over the past couple of years, resulting in higher net interest income.

    By Robert Karr
  • uploads///Expected per
    Company & Industry Overviews

    Trading to Weigh on Wells Fargo and Other Bankers in 4Q17

    Wells Fargo (WFC) missed analysts’ EPS estimate in 3Q17, mainly due to a $1 billion charge for litigation related to its mortgage business pre-2007.

    By Robert Karr
  • uploads///Ratings
    Company & Industry Overviews

    Analysts Are Predicting the Worst Is Over for Wells Fargo

    Wells Fargo (WFC) has seen a marginal improvement, with “underperform” ratings declining from five to four and “hold” ratings increasing from 13 to 15.

    By Robert Karr
  • uploads///Loans
    Company & Industry Overviews

    Why Wells Fargo Is Seeing Marginal Growth in Lending

    Wells Fargo (WFC) saw its total loans increase a marginal 1% on a YoY (year-over-year) basis to $952 billion, largely due to a decline in consumer loans.

    By Robert Karr
  • uploads///Insurance
    Earnings Report

    What Berkshire’s Insurance Business Expects for 3Q17

    Berkshire Hathaway Insurance segment is expected to see a YoY rise in revenues due to the sale of policies in automotive, property, and reinsurance offerings.

    By Robert Karr
  • uploads///Valuations
    Earnings Report

    How Bank of America’s Valuation Compares

    Catching up to peers Bank of America (BAC) stock has risen 15.6% over the past six months and 60.1% over the past year, mainly due to improved operating performance supported by credit offtake, rising efficiency, and inflow in its asset management division. This improvement was partially offset by subdued trading over the last couple of quarters. In […]

    By Robert Karr
  • uploads///ROA
    Company & Industry Overviews

    Understanding Chubb’s North America Agricultural Insurance Division

    Chubb’s North America Agricultural Insurance division generated underwriting income of $116.0 million in 1H17 compared to $67.0 million in 1H16, which implies an increase of 73.1%.

    By Raymond Anderson
  • uploads///total revenues
    Company & Industry Overviews

    What Happened with Chubb’s Life Insurance Division?

    In 1H17, Chubb Limited’s (CB) Life Insurance business reported income of $114.0 million in 1H17 compared to $134.0 million in 1H16, reflecting a 14.9% decline.

    By Raymond Anderson
  • uploads///total operating expenses
    Company & Industry Overviews

    Inside Chubb’s Overseas General Insurance Division

    Chubb’s Overseas General Insurance Division generates the majority of its net premiums written from Latin America, Europe, and Asia.

    By Raymond Anderson
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