NYSEARCA:KRE
56.80
0.74
(1.29%)
Analysis and Opinions about KRE-N
Signal
Opinion
Expert
COMMENT
COMMENT
July 10, 2019
Regional banks can defend better in a weaker economy. Declining rates are tough for all banks. Competition is hurting deposit costs, while yields are weakening on assets. Credit is pristine right now, so there is no where but downside from a credit perspective. He is not expecting an immediate turn, but he can't convince himself there will be many more buyers from here.
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Regional banks can defend better in a weaker economy. Declining rates are tough for all banks. Competition is hurting deposit costs, while yields are weakening on assets. Credit is pristine right now, so there is no where but downside from a credit perspective. He is not expecting an immediate turn, but he can't convince himself there will be many more buyers from here.
DON'T BUY
DON'T BUY
January 30, 2019
The US regionals are driven by the US economy which has been on a decent pace. But it'll slow down this year and maybe the next. They're doing fine, chugging along, with no credit issues. He's lukewarm about KRE. It's sold off lately. Hold onto it and don't get aggressive now. Commercial lending is cyclically sensitive, which is his concern.
Show full opinionHide full opinionThe US regionals are driven by the US economy which has been on a decent pace. But it'll slow down this year and maybe the next. They're doing fine, chugging along, with no credit issues. He's lukewarm about KRE. It's sold off lately. Hold onto it and don't get aggressive now. Commercial lending is cyclically sensitive, which is his concern.
BUY
BUY
November 19, 2018
Canadian Banks, BAC-N. See his educational segment today on Canadian banks. The US banks will make weaker lows before new highs. He is long on KRE-T (US Banks).
Show full opinionHide full opinionCanadian Banks, BAC-N. See his educational segment today on Canadian banks. The US banks will make weaker lows before new highs. He is long on KRE-T (US Banks).
BUY
BUY
November 8, 2018
He does not own ETFs but he owns regional banks and likes the industry very much. See his Top Picks today. Interest rates are going up for sure in the US. The yield curve is flat in the US but showing signs of steepening, which is positive for them. He would buy this one if you are into ETFs.
Show full opinionHide full opinionHe does not own ETFs but he owns regional banks and likes the industry very much. See his Top Picks today. Interest rates are going up for sure in the US. The yield curve is flat in the US but showing signs of steepening, which is positive for them. He would buy this one if you are into ETFs.
BUY
BUY
September 21, 2018
KBE vs. KRE? Both US listed. KBE is basically the S&P US bank index. KRE is regional banks. Difference is regional banks are consumer oriented, like Canadian banks. They are not “big enough to fail.” They haven’t performed. US banks will probably perform, because they’re cheap. Either one would be fine, but the regional one is slightly less risky, KRE would probably be the better of the two.
KBE vs. KRE? Both US listed. KBE is basically the S&P US bank index. KRE is regional banks. Difference is regional banks are consumer oriented, like Canadian banks. They are not “big enough to fail.” They haven’t performed. US banks will probably perform, because they’re cheap. Either one would be fine, but the regional one is slightly less risky, KRE would probably be the better of the two.
HOLD
HOLD
September 18, 2018
Don't sell it. Hold it. We're finally seeing rising rates benefit the banks which are well-capitalised with good profits. The American consumer is still strong. US regionals don't need to worry about international trade tensions, though consumers could get hurt by tariffs. Good capital return and stock buybacks. ON KRE has been slumping, so yes, it's been frustrating. Consider the regional bank, PNC Financial, though.
Don't sell it. Hold it. We're finally seeing rising rates benefit the banks which are well-capitalised with good profits. The American consumer is still strong. US regionals don't need to worry about international trade tensions, though consumers could get hurt by tariffs. Good capital return and stock buybacks. ON KRE has been slumping, so yes, it's been frustrating. Consider the regional bank, PNC Financial, though.
BUY
BUY
April 23, 2018
He would prefer KRE-N but would have no issue with BAC-N as long as the US economy is in decent shape.
He would prefer KRE-N but would have no issue with BAC-N as long as the US economy is in decent shape.
COMMENT
COMMENT
February 5, 2018
He doesn’t own this now but is very seriously looking at it for a buy in the near future. He sees the correction as a possible opportunity to buy.
He doesn’t own this now but is very seriously looking at it for a buy in the near future. He sees the correction as a possible opportunity to buy.
BUY
BUY
July 6, 2017
With the stress tests completed and the ability to return capital to shareholders, would you buy specific regional banks or this ETF instead? With the stress tests completed and a lot more freedom in returning capital to shareholders, these banks’ health has everything to do with the US economy. Slow, but steady, continuing to do well, and the housing market which is only halfway through recovery. Overall, they are doing well and he would consider owning all of the names through this ETF.
With the stress tests completed and the ability to return capital to shareholders, would you buy specific regional banks or this ETF instead? With the stress tests completed and a lot more freedom in returning capital to shareholders, these banks’ health has everything to do with the US economy. Slow, but steady, continuing to do well, and the housing market which is only halfway through recovery. Overall, they are doing well and he would consider owning all of the names through this ETF.
COMMENT
COMMENT
August 26, 2016
SPDR Financial (XLF-N) or SPDR S&P Regional Banking? He likes XLF more because it has the larger cap more diversified names that are in capital markets, investment management, security management and wealth management. Interest rates will eventually move higher, but will stay low for long, and you want to have companies that are more diversified.
SPDR Financial (XLF-N) or SPDR S&P Regional Banking? He likes XLF more because it has the larger cap more diversified names that are in capital markets, investment management, security management and wealth management. Interest rates will eventually move higher, but will stay low for long, and you want to have companies that are more diversified.
DON'T BUY
DON'T BUY
June 28, 2013
He would prefer to be a little more selective when buying a bunch of US regional banks. Would want to know what market segment is being targeted by a bank and the geographic area they are in. There are parts of the US that are doing better than others. An ETF gives you exposure to everything. (See Top Picks.)
He would prefer to be a little more selective when buying a bunch of US regional banks. Would want to know what market segment is being targeted by a bank and the geographic area they are in. There are parts of the US that are doing better than others. An ETF gives you exposure to everything. (See Top Picks.)
WAIT
WAIT
June 3, 2013
US regional banks but you have to be comfortable with the Canadian US dollar risk. Reluctant to chase with new money and thinks it could pull back short term. In the next couple of weeks we could see 5-8% lower and then buy it.
US regional banks but you have to be comfortable with the Canadian US dollar risk. Reluctant to chase with new money and thinks it could pull back short term. In the next couple of weeks we could see 5-8% lower and then buy it.
COMMENT
COMMENT
March 21, 2013
In his last show, the caller asked about an ETF with US regional banks. This one tracks regional US banks.
In his last show, the caller asked about an ETF with US regional banks. This one tracks regional US banks.
DON'T BUY
DON'T BUY
December 17, 2012
Regional banks. But he is worried that the banks could get hit in the next few years.
Regional banks. But he is worried that the banks could get hit in the next few years.
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