The Banking Analyst Podcast
The Banking Analyst Podcast
Joe Mercy
The Banking Analyst Podcast publishes and broadcasts research on US banking stocks
tBA 04: PNC Financial - Robust capital and solid cost control
PNC’s capital levels and cost control continue to be key differentiating factors compared to USB. However, like USB, more loan loss provisions are coming. (Background score for intro: "The Invisible Enemy (feat. bangcorrupt)" by Kraftamt)
May 14, 2020
7 min
tBA 03: US Bancorp: Kicking the can?
USB’s credit costs were much lower than larger peers. Has it just kicked the can down the road? Cost control and capital levels are also weaker than peers.   (Background score for intro: "The Invisible Enemy (feat. bangcorrupt)" by Kraftamt)
May 6, 2020
7 min
tBA 02: Bank of America - Rock solid deposit franchise
Bank of America reported significant decline in profits due to COVID-19 related loan loss provisions. The stock is way off its peak – buy now?   (Background score for intro: "The Invisible Enemy (feat. bangcorrupt)" by Kraftamt)
May 3, 2020
8 min
tBA 01: Wells Fargo - Priced to worst?
Wells Fargo reported significant earnings contraction due to higher loan loss provisions, while also facing revenue declines. Is it a good time to enter the stock?
Apr 27, 2020
7 min