XLF

Bull and Bear

ETFs Strategies for the Top Ten 2014 Predictions of Bob Doll

Bob Doll, Chief Equity Strategist and Senior Portfolio Manager of Nuveen Asset Management, is out with his ten predictions for 2014. His predictions are followed by many, and he scored ...
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bank vault

Catalysts Leading Major Financials Back to 52-Week and Multiyear Highs

Banks have been back as a flavor for investors for a while. After all, Bank of America Corp. (NYSE: BAC) was the best performing stock of all 30 Dow Jones ...
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bank vault

Analyst Dick Bove Sees Major Bank Stocks Rising 30% in 2013 (BAC, C, JPM, GS, MS, PNC, STI, CMA, FRC, XLF)

When well-known analysts make a major price call, investors and Wall St. usually listen. Outspoken bank analyst Richard Bove has done just that. The former Ladenburg Thalman and Rochdale securities analyst recently ...
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Election Day Rally… Risk-On or Inflation Trade?

On the day that the Presidential election is happening, investors are throwing money into the inflation winners. The problem is that maybe this is not an inflation trade. Maybe it ...
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Jamie Dimon Tries To Lead Banking Sector, But Trumped by BofA

J.P. Morgan Chase & Co. (NYSE: JPM) is leading the markets higher this morning ahead of the Jamie Dimon testimony.  The problem is that Bank of America Corporation (NYSE: BAC) ...
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Financials Up, JPMorgan Brushes Off Projected $4.2 Billion Trading Loss (JPM, C, BAC, MS, WFC, XLF)

In a rare bit of good news, the ISM non-manufacturing index came in higher than expected this morning, at 53.7%, up 0.2% from April and the same amount above the ...
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Bonds Sound Recession Warning, Of Sorts (TLT, JNK, AMJ, XLF, FAS)

So, just two weeks ago it looked as though "Sell in May and go away!" was not going to be as strong of a theme in 2012 compared to 2011 ...
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The 2012 Trade: Dump Utilities, Buy Banks… So Far (XLU, XLF, BAC, JPM, AEP, DUK)

The trade in 2011 was to go out and turn utility stocks into the new investment for retirees seeking income.  They couldn't exactly get any big yield in certificates of ...
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BofA’s China Stake Sale Is Better For Holders Than Buffett (BAC, BRK-A, BRK-B, JPM, WFC, XLF, FAS)

Bank of America Corp. (NYSE: BAC) raised $5 billion in cash from Warren Buffett last week, and the bank announced this morning that more cash is on the way from ...
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BofA Asset Sale in China, Better Than Buffett? (BAC, BRK-A, BRK-B, JPM, WFC, XLF, FAS)

Now that Bank of America Corp. (NYSE: BAC) has raised $5 billion in cash from Warren Buffett, it's time to look around and see what assets the bank might have ...
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BofA and the Lesson of Assets Sales (BAC, AIG, XLF, FAS)

Shares in Bank of America Corp. (NYSE: BAC) are up more than 5.5% today following reports that the bank selling some assets to raise cash. There is also some speculation ...
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The Top ETFs to Watch for the Week of July 11-15 (IYG, XLF, VFH, KBE, FDN, IYW, XLK, QQQ, HHH, PBJ, XLY, GDX, GDXJ, IJR)

Earnings season hits the ground running later today when Alcoa Inc. reports second quarter earnings. We have already posted a preview of other top earnings coming this week.  Now we're ...
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Sizing Up Mortgage Exposure, Earnings, and Book Value for BofA and Peers (BAC, C, CMA, NYB, NTRS, RF, STT, USB, WFC, JPM, XLF, FAS)

Bank of America Corporation (NYSE: BAC) has found itself as the king of the mortgage mess after it decided to acquire Countrywide.  By acquiring the company's corpse rather than trying ...
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Fund Watch: Time To Search For Value (CVFYX, VASVX, FDVLX, IVE, IWN, XLF)

When investors get nervous, the one stock market segment that finds attention is "value funds" as investors look for protection but can still get upside of the stock market.  Following ...
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Earnings Preview for JPMorgan (JPM, BAC, WFC, XLF, FAS)

On Wednesday morning will come the highly anticipated news regarding the first quarter earnings announcement from none other than Jamie Dimon and JPMorgan Chase & Co. (NYSE: JPM).  This single ...
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