The Banking and Strategy Initiative

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Tag Archives: Business

It’s Monday Again! You know it is still Deal time, Comcast finally about to close out?

The various Comcast deals seem to be coming to a close with $20 Bln just to swipe out a 3 mln odd subscribers to Charter Communications that are tipping the … Continue reading

April 28, 2014

US Mid Week Trading Report: Amazon posts close to $20 Bln in Topline, Apple lets iPad slide, Pharma gets big deal traction in earnings season US:SBUX, US:AMZN, US:AAPL, US:NFLX, US:CAT, US:AZN, US:NVS

More brew from the Seahawk line Seattle’s Best (as an Adjective clause, not just the coffee ) may well be Starbucks yet as it scored another 6% in comparable sales … Continue reading

April 25, 2014

Bank Earnings Season 1Q 2014: Citi follows on to 2013 with a $1.23 earnings

Many were slow to comprehend the notch in Fee income and Retail Banking Income balance at JP Morgan, though analysts had updated their recommendation to a $1.25 EPS for the … Continue reading

April 14, 2014

Preview : Bank Results Season First Quarter 2014 : JPM and GS scrape by in the IPO rush

Courtesy: markets.ft.com Most banks fail to get advisory income into the house       JPM and GS scrape by in the IPO rush   The M&A pie is still … Continue reading

April 4, 2014

It’s Monday Again! Crimea referendum over, Janet Yellen looks to continue the taper? (US Economy & Markets : The Week Ahead March 17 – March 21, 2014) US:AMZN, US:SBUX, US:GS, US:GMCR, US:TWX

What just happened! A fresh run to safety after a brief respite in late February saw Friday trading in 10 year US treasuries to 2.6% afresh even as Gold also … Continue reading

March 17, 2014

Bank Results Season: Deposits back at $1.12 T, Profits below $1 on 11.5 B outstanding equity, waiting for Mortgages to explode (Bank of America Q1 2014) and hoping for no Regulation Z again!!!

CAVEAT: Visitors to the site , actually reading thru the analysis may find we are definitely avoiding groundbreaking predictions this season, especially the ones that say Wells Fargo has become … Continue reading

January 15, 2014 · 1 Comment

The Mid-Week Trading Update: Earnings Season proves bulls right, Chicago PMI floors the pedals at a 65.9(V:US, MA:US, FB:US, TWTR:US, PFE:US, SNY:US, MRK:US, SSNGY:US)

Of course the recovery is capped as early earnings from Banks showed housing stepping into a mire and hoarding Cash still works for R&D rich Apple and Samsung. Caterpillar’s great … Continue reading

October 31, 2013

Bank Results Season: BofA makes it 4/4 on below expectations

Of course, after Bank of America’s $2.5 Bln 20 cents a share run in the low mortgage quarter finds investors chary of the mortgage producers US Bank and Signature Bank … Continue reading

October 16, 2013

The Mid-Week Trading Update: Five days falling, S&P survives the 1700 mark , Banks survive Stress Tests ($GS $JPM $JCP $TWO $FNM)

Jobless claims have indeed been carrying the torch in all QE Taper affected weeks since the home sales growth of 12% on year was deemed unworthy by the market and … Continue reading

September 26, 2013

Bank Results Season: Bank of America finally exits the penny, quarter frame of mind! ($4 Bln Profits Q2 2013)

The Bank firstly returned over 80 MM equity shares to its Treasury buying back from investors and exiting $5 Bln in preference Capital even as the $4 Bln still spread … Continue reading

July 17, 2013

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