t****9
发帖数: 4491 | |
s***m
发帖数: 6197 | 2 interesting!
我在weekly chart上看到最低到44.75
但是在daily上就没看到
有可能是invalid的trade，在收盘后可能会更正过来
【在 t****9 的大作中提到】
: 呵呵
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a*******o
发帖数: 299 | |
p*********r
发帖数: 4593 | 4 C has lowest valuation among mega banks
I prefer C than BAC because two main reasons.
1. Lower valuation.
C book value is $65, tangible book value is $55. Every year
it can make $5-6/share. So the TB book value will go up $5-6/year.
Of course this year it probably only add around $2/share due to
the $7B mortgage settlement.
BAC relatively book value is $20, tangible book value is $14.
current price is already higher than book value. Plus it will
have at least $15B charge for the mortgage settlement.
2. Global banking.
US overall is a mature country. It will have less growth ahead.
The population structure changes(less and less whites) is not
good to US overall. There will be no chance that US can bring
back all manufacturing job back. Much more opportunities in
the emerging countries.
Short terms it may not go up much because near 0 div, and only
around $1.5B for the share buyback.
The strategy is to keep buying whenever you see it has good price.
$46.5 is the strong support. I expect it will trade between book value and
tangible book, like $60 when its capital return plan gets approved by US
government next year.
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a*****1
发帖数: 3134 | 5 顶大牛，无脑跟。
【在 p*********r 的大作中提到】
: C has lowest valuation among mega banks
: I prefer C than BAC because two main reasons.
: 1. Lower valuation.
: C book value is $65, tangible book value is $55. Every year
: it can make $5-6/share. So the TB book value will go up $5-6/year.
: Of course this year it probably only add around $2/share due to
: the $7B mortgage settlement.
: BAC relatively book value is $20, tangible book value is $14.
: current price is already higher than book value. Plus it will
: have at least $15B charge for the mortgage settlement.
|
T**o
发帖数: 739 | 6 大牛厉害
【在 p*********r 的大作中提到】
: C has lowest valuation among mega banks
: I prefer C than BAC because two main reasons.
: 1. Lower valuation.
: C book value is $65, tangible book value is $55. Every year
: it can make $5-6/share. So the TB book value will go up $5-6/year.
: Of course this year it probably only add around $2/share due to
: the $7B mortgage settlement.
: BAC relatively book value is $20, tangible book value is $14.
: current price is already higher than book value. Plus it will
: have at least $15B charge for the mortgage settlement.
|
a*******o
发帖数: 299 | |
u****d
发帖数: 23938 | 8 在我心目中，JPM，C，BAC都比WFC机会多。
【在 p*********r 的大作中提到】
: C has lowest valuation among mega banks
: I prefer C than BAC because two main reasons.
: 1. Lower valuation.
: C book value is $65, tangible book value is $55. Every year
: it can make $5-6/share. So the TB book value will go up $5-6/year.
: Of course this year it probably only add around $2/share due to
: the $7B mortgage settlement.
: BAC relatively book value is $20, tangible book value is $14.
: current price is already higher than book value. Plus it will
: have at least $15B charge for the mortgage settlement.
|
t****9
发帖数: 4491 | 9 C的MM今天出了一整天的货，要回调啦
【在 t****9 的大作中提到】
: 呵呵
|
p*********r
发帖数: 4593 | 10 说不定明天有 brokerages upgrade it. |
p*********r
发帖数: 4593 | 11
C 昨天是被两家 upgrade.
Oppenheimer target price to $68. UBS target price $61.
Ironically, both only raised $1.
【在 p*********r 的大作中提到】
: 说不定明天有 brokerages upgrade it.
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