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CitiGroup Stock Symbol: C-N

Notes:holding company

Last Price Recorded: $57.7700 on 2017-03-22

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Date Signal Expert Opinion Price
2017-03-20 BUY on WEAKNESS Jim Huang

All the banks have had a great run since the Trump election, partly premised on deregulation. Dodd-Franks has been a burden, so deregulation will be good for them. If the regulatory burden gets less, they would then have a lot of excess capital, which could potentially be returned to shareholder by dividends and buybacks. Compared to Canadian banks, this is still very cheap, especially on Book Value. This one is very exposed to international markets, and Mexico comes to mind. On balance, it is probably a good one to get into, preferably after a pullback after its very strong run.


Price:
$59.590
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-16 PAST TOP PICK Gordon Reid

(A Top Pick Feb 17/16. Up 55%.) The economy has been improving and that has been to the benefit of the banks.


Price:
$61.150
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 TOP PICK Stan Wong

Financials is definitely his favourite space at this point going forward. With rising interest rates, and presumably a lighter regulatory environment, this is poised to do well. Given that they have slightly underperformed some of the other banks, he thinks their potential for large capital returns through dividends and stock buybacks is great for shareholders. Trading at about .83X Price to book ratio, which is a definite discount to all the names in that large bank space in the US. Dividend yield of 1.05%. (Analysts’ price target is $65.)


Price:
$61.550
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-27 PAST TOP PICK James Thorne

(Top Pick Dec 9/16, Down 0.3%) He was expecting them to move up, but he still likes it.


Price:
$60.020
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-02-09 BUY John Petrides

Financials are his favourite.  This is his favourite large cap finance and has been for some time.  It is trending at a discount to its book value.  Stick it away for the long term and don’t follow it on a daily basis.


Price:
$57.260
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-02-06 TOP PICK Brian Acker, CA

He loves US banks.  These banks are way overcapitalized.  They were levered 19 times previously and are only just under 8 times here.  They have a massive amount of capital to use in loans or return to shareholders.  Dividends are peanuts.  His model price is $66.23, a 15% upside. (Analysts’ target: $64.43).


Price:
$57.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Yes
2017-01-19 BUY Ross Healy

He likes it.  Finally conditions are coming together to let them break out into higher ground.  They have good upside, and a lot of it. 


Price:
$56.660
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-01-10 TOP PICK Bruce Tatters

This has done well and is still cheap. One of the more international players. Dividend yield of 1.06%. (Analysts’ price target is $63.96.)


Price:
$60.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-05 TOP PICK Brian Acker, CA

US banks have not done anything for three years or more.  2009 was a low, but long term they have been trading sideways.  Since election night a lot of these stocks have literally come alive. His model price is $66.61, or an 8.5% upside, but he would ignore that.  The dividend has been severely repressed.  He sees them substantially increasing them.  (Analysts’ Target: $63.07).


Price:
$60.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2016-12-30 COMMENT Paul Harris, CFA

Bank of America (BAC-N) or Citigroup (C-N)? He prefers Bank of America because they have done a very good job of exiting low margin businesses. Also, they have a very strong retail franchise in the US.


Price:
$59.430
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-12-19 BUY Gordon Reid

This and BAC-N are both great companies.  Of all the money center banks these are the ones that got into the most trouble during the financial crisis. 


Price:
$59.660
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-12-15 COMMENT David Driscoll

To add to his TD holdings?The biggest risk most investors make is concentration risk, having all your eggs in one basket. Since you already own Toronto Dominion, there is absolutely no reason to buy another US bank. He would suggest you look at FirstCash (FCFS-N) instead.


Price:
$60.230
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-12-13 BUY David Burrows

US banks have averaged trading at about 2X BV. For many years, they have traded at 3 and 3.5 times Book Value. BV has been depressed, because people have been very conservative in valuing their loan books, because of all the regulations. This bank has 29,000 compliance officers. The billions of dollars that have been layered in because of the Dodd Frank and the new regulation, is enormous. These of the types of companies that can double, and you are not taking a ton of risk. They are under owned by institutional investors. This should be a big part of portfolios in the current market. (See Top Picks.)


Price:
$59.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-12-08 COMMENT Jim Huang

Financials in the US have done very well recently because of the belief of higher interest rates and deregulation. This is a bit higher on the risk level, but if you believe in the long-term future, it is a more leveraged name to play. In the 1st quarter of 2017, you might see a better buying opportunity.


Price:
$60.150
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-12-07 TOP PICK James Thorne

This is cheap compared to tangible book. Investors should be looking at things that have been left behind and are cheap. Don’t buy the rich ones, buy the cheap ones. This is trading at a tangible book of about .75, and has a long way to go. You can buy this below where it was in the middle of 2015. It is about to make a 52-week high and break out. Dividend yield of 1.1%. (Analysts’ price target is $59.70.)


Price:
$59.060
Subject:
US DIVIDEND
Bias:
BULLISH
Owned:
Yes
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