Jul 31, 2014 by Kingkarn Amjaroen3 Reasons Why You'll Love Discover Financial ServicesDiscover Financial is a bet on stronger loan growth going forward and increasing earnings in its important credit card business.
Jul 24, 2014 by Kingkarn Amjaroen3 Reasons To Buy Fulton Financial CorporationFulton Financial has a lot of potential to drive its valuation via loan growth, declining provision expenses for credit losses and share repurchases.
Jul 24, 2014 by Kingkarn AmjaroenCan Ally Financial Pull Off an AIG-Style Turnaround?Ally Financial has great potential to change investor perceptions about its earnings prospects once the government has divested of its remaining stake in the auto finance company and achieves its return targets.
Jul 24, 2014 by Kingkarn AmjaroenCIT Group Inc: A Host of Tailwinds Could Fuel Big Valuation GrowthCIT Group is a finance solutions provider whose value will depend on a broad recovery in the U.S. economy, increasing leasing demand for commercial aircraft and rail car units as well as the integration of acquisition targets.
Jul 24, 2014 by Kingkarn AmjaroenHatteras Financial: Another Sequential Book Value Gain Sets This Mortgage REIT ApartHatteras Financial has delivered three sequential book gains and another quarter of strong core earnings, which makes bottoming dividends ever more likely.
Jul 23, 2014 by Kingkarn AmjaroenBofI Holding Inc: Continually the Best in Class - With Good ReasonBofI Holdings convinces with strong deposit and loan growth as well as outside recognition for industry-leading profitability.
Jul 22, 2014 by Kingkarn AmjaroenGenworth Financial Inc: An Extremely Undervalued Insurance Company With Massive PotentialGenworth Financial operates life insurance and international mortgage insurance businesses. The latter has sizable upside potential when U.S. mortgage demand rebounds.
Jul 22, 2014 by Kingkarn AmjaroenHoward Hughes Corporation: A Real Estate Development Play With Strong Chances to OutperformHoward Hughes Corporation is an interesting bet on real estate markets in Houston, Las Vegas and Maryland.
Jul 22, 2014 by Kingkarn AmjaroenWhy First Horizon National Corporation is Doing All The Right Things to Increase Shareholder Value First Horizon National Corporation makes a solid value proposition and outshines Citigroup and Bank of America in terms of valuation.
Jul 22, 2014 by Kingkarn AmjaroenAmerican International Group: Why The Warrants May be a Better Bet Than The Common StockInvestors who believe American International Group is undervalued might want to consider its long-term warrants instead of the common stock to benefit from a rebound in AIG's equity valuation.
Jul 22, 2014 by Kingkarn AmjaroenWhy CYS Investments Inc' Second Quarter Results Bode Well for Annaly Capital Management and AGNCCYS Investments' solid sequential book value increase is a confidence booster and raises expectations, that other mortgage REITs will also be able to deliver book value growth and maintain their dividends going forward.
Jul 21, 2014 by Kingkarn AmjaroenJ.C. Penney: Should You Buy the Turnaround?J.C. Penney makes a much better relative value proposition than Macy's and Kohl's.
Jul 21, 2014 by Kingkarn AmjaroenA Purchase of Fannie Mae and Freddie Mac's Common Stock is Speculation, Not InvestingFannie Mae's and Freddie Mac's common stock continue to be of extremely high risk and are essentially a bet, that the companies will be returned to shareholders.
Jul 18, 2014 by Kingkarn AmjaroenWhy Rising Equity Indices Could Boost Morgan Stanley's Valuation Even MoreMorgan Stanley is among a select group of outperforming investment banks and should profit from its asset management business going forward.
Jul 18, 2014 by Kingkarn AmjaroenHuntington Bancshares May Soon Be Helping Small Businesses In Your TownThirst for growth and expansion as well as a strong commercial segment make this community bank a Strong Buy.
Jul 17, 2014 by Kingkarn AmjaroenWill Goldman Sachs Rocket Back To Two Times Book Value?Goldman Sachs trades extremely low compared to its own historical valuation metrics and should do extremely well for investors in a sustained bull market.
Jul 17, 2014 by Kingkarn AmjaroenHow Equity Residential Has Become One of The Most Successful REITs in The CountryEquity Residential's portfolio concentration in high-growth metropolitan areas will drive shareholder value and distributions to shareholders.
Jul 17, 2014 by Kingkarn AmjaroenWhy J.P. Morgan's Consumer & Business Banking Unit Can Justify a Higher Market ValuationJ.P. Morgan has much more potential to capitalize on loan and mortgage demand growth which should provide further tailwinds for its valuation.
Jul 17, 2014 by Kingkarn AmjaroenWhy Prospect Capital Corporation Is the 1 BDC You Should Own in Your Income PortfolioProspect Capital has a solid dividend track record, a high yield and a compelling valuation.
Jul 17, 2014 by Kingkarn AmjaroenWhy Pinnacle Financial Partners Is a Better Financial Bet Than Bank of America Corp or Citigroup IncPinnacle Financial Partners convinces on a variety of metrics including loan, book value and net interest income growth.