Today, John Kim commented about whether NPI-T, CVS-N, T-N, SNAP-N, AXP-N, MA-N, SHOP-T, HRL-N, ACB-T, SU-T, V-N, WIR.UN-T, LSPD-T, CIGI-T, BAC-N, FSV-T, MFC-T, C-N, TWTR-N, TCEHY-OTC, GOOG-Q, FNV-T, ATD.B-T are stocks to buy or sell.
BAC vs. Citigroup if a recession happens He owns both, but he prefers Citigroup, because it has a lower valuation, trading below tangible book value and pays a higher dividend. Citi is viewed as an international bank, whereas BAC is viewed as American. The upside is better at Citi in the coming years.