The Single Biggest Catalyst for Bank Stocks

In this video, Matt Koppenheffer and David Hanson discuss the big catalyst for bank stocks. David makes the case that it will be business spending that propels bank revenues, as Big Business is sitting on a pile of cash that needs to go somewhere, and business banking is a higher-margin business than consumer or real estate business. For example, most of the rebound in real estate has been from mortgage refinancing, not a big-margin activity. No doubt new mortgages will help, David says, but the money for bankers is in Corporate America.

Check out the video for more details.

Bank of America's stock doubled in 2012. Is there more yet to come? With significant challenges still ahead, it's critical to have a solid understanding of this megabank before adding it to your portfolio. In The Motley Fool's premium research report on B of A, analysts Anand Chokkavelu, CFA, and Matt Koppenheffer, financials bureau chief, lift the veil on the bank's operations, including detailing three reasons to buy and three reasons to sell. Click here now to claim your copy.


Read/Post Comments (0) | Recommend This Article (0)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

Be the first one to comment on this article.

DocumentId: 2375100, ~/Articles/ArticleHandler.aspx, 4/23/2014 6:08:25 PM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...


Advertisement