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They just reported a modest revenue beat and strong earnings beat. All 4 segments grew, though cost controls were merely okay at a modest beat. Expense guidance was merely in-line. BAC is doing fine, not great like its peers.

This week, they delivered a giant revenue beat as earnings more than doubled YOY. Global banking saw 33% revenue growth, equities trading up 32%, investment banking fees 24%, asset/wealth management 8% and platform solutions 16%. Operating expenses were -3% YOY, in-line, efficiency ratio was 59.6% and bought back $2 billion in shares.

This week, they delivered a big revenue and earnings beat. Investment banking revenue rose 25% and equity 51%. Strong expense control as seen in their 69% efficiency ratio and bought back $750 million in shares. The sky is the limit for these guys. 

There will be a huge rebuild in California, due to the LA fires. LPX has been a horse, solid.

He doesn't know what they own or do, so he won't touch it.

They're too inconsistent.

Shares have fallen so far that you can but it now. Yes, he may be criticized for saying that now.

It's the best in the sector, but he doesn't see growth in this business either. It takes a while to build a nuclear plant.