NYSE:BAC

Bank of America (BAC)

50.56
-0.52 (1.02%)
as of Oct 23, 2026, 8:00:00 pm Market Closed.
708 watching
0
BUY
The outlook is high single digit earnings growth over the cycle with nice dividends. Has been impacted because of the integration of their credit card acquisition and people are worried about it. Approaching 5% yield which is very attractive. This is his 1st choice with Citigroup (C-N) being his second.
BUY
Had come up with what he thought was pretty good earnings and then they announced they were buying NBNA, one of the very large issuer of credit cards. That soaked up a lot of the liquidity from their balance sheet. It concerned the market and the stock dropped. Not too concerned about it.
BUY
Has beeen a great bank. Did a lot of acquisitions and have been able to integrate them very well. Has one of the best franchises in the US. Relatively cheap. One problem is that they are not strong in investment banking and sometime will have to make a large acquisition.
TOP PICK
Stock has dropped a bit because of the acquisition of NBNA they made as well as their recent numbers. Over 4% yield. Only 10.5 X next year's earnings which is cheaper than any Canadian bank right now.
BUY
One of the better run banks in the US. Have just taken over MBNA which is one of the largest credit card issuers in North America. This is a growth area which is what banks are looking for. A very logical buy.
TOP PICK
Stock went down 5% recently because they bought the biggest credit card issuer in the US, MBNA, but feel they can manage it. Has a 4.43% dividend.
BUY
Likes this company a lot. Has had a meaningful pull back in recent days on its acquisition of MBNA. That has created a very favourable opportunity. Raised the dividend 11% recently, so at the current stock price the yield is almost 4.5%. Trades at less than 11 X earnings.
TOP PICK
Favourable on US banks. They have a lower P/E multiple and higher dividend yield than Canadian banks. Likes the financial sector. With the Cdn$ starting to decline, they are moving money to get some currency gain. Extremely well run. Growing quickly. There is still lots of consolidation still to happen in the US. Very good dividend yield.
TOP PICK
Return on equity is very good and the 4.5% dividend is very good. Growth is pretty good. In the non-risky part of the market. A very solid holding.
BUY
One of the leading banks in the US and one of the better run banks.
WEAK BUY
When looking at this bank, you have to look at the credit cycle and where we are in the credit cycle. Good track record of working its way through that. Even if corporate profitability turns over during the next 8/24 months, they should do OK in the areas they are in. Yield of 3.8%. Prefers Canadian financials without any currency risk.
BUY
Cheap and a good dividend yield. Still some restructuring.
TOP PICK
Should do well if Kerry wins the election.
TOP PICK
4% yield. Assimilating an acquisition of Fleet. Heavy loan portfolio, so makes money if interest rates rise.
DON'T BUY
Not a fan of banks at this time. Feels there will be a major set back in banks before this cycle is finished. Fair market value is in the high $30's so the stock is overvalued. Paying decent dividends which is helping to hold the stock up.
Showing 1,321 to 1,335 of 1,348 entries