BA: Analysis & Opinions

  1. Zions Bancorp Will Likely Find It Harder From Here

    May 06, 2013
    Zions has had a good run, but it may be slower going as lending competition intensifies.
  2. Simpler Looks Better For First Horizon

    May 06, 2013
    Deprioritizing non-strategic lending and refocusing on regional banking should be good for First Horizon in the ...
  3. Slower Growth And Better Margins Probably Won't Help Amazon

    April 26, 2013
    Amazon's growth continues to slow, but from a high level to a slightly less high level
  4. Absent Macro Shocks, Cash And Expenses Will Drive Boeing

    April 24, 2013
    Boeing's delivery schedule slowed, but the long-term value is still quite appealing.
  5. Good Long-Term Trends, But Softer Conditions Today At ...

    April 24, 2013
    UTX's focused business mix isn't delivering any better results than the average industrial conglomerate
  6. Investors Seem To Be Overrating Bank Of America

    April 17, 2013
    In any case, I think U.S. Bancorp and Wells Fargo offer more upside from today's levels than Bank of America.
  7. Citigroup Looking More Like A Normal Big Bank These Days

    April 15, 2013
    With its first full quarter with new CEO Michael Corbat in charge now in the books, Citigroup (NYSE:C) continues to ...
  8. Core Growth At Wells Fargo Is Weak, But The Multiple ...

    April 12, 2013
    Wells Fargo is growth-challenged today, but that's creating a long-term buying opportunity in the shares.
  9. Commerce Bancshares Growing Its Balance Sheet, But ...

    April 11, 2013
    Commerce Bancshares remains a high-quality bank, but the valuation is already pretty fair.
  10. Is Lululemon's Chief Product Officer to Blame For Sheer ...

    April 05, 2013
    Lululemon announced April 3 that Chief Product Officer Sheree Waterson was leaving the company as of April 15. ...
  11. Boeing 787 Gets Vote Of Confidence

    April 04, 2013
    International Airlines Group has booked 18 of Boeing's 787 Dreamliner. Will the order be enough of a boost to keep ...
  12. Goldman Sachs Cuts Hewlett-Packard to $16: Time To Jump ...

    April 03, 2013
    Goldman Sachs issued a target price of $16 on Hewlett-Packard's stock April 2. At the same time it cut its rating on ...
  13. Shire's 4Q EPS In Line, Revs Beat - Analyst Blog

    February 15, 2013
    Shire's (SHPG) fourth quarter 2012 earnings (excluding special items) of $1.58 per American Depositary Share (ADS) ...
  14. Albemarle Hikes Dividend by 20% - Analyst Blog

    February 15, 2013
    Albemarle Corporation (ALB) has increased its quarterly dividend by 20% to 24 cents per share from the prior payout ...
  15. Banks Sued over LIBOR Manipulations - Analyst Blog

    February 15, 2013
    At the time when several  banks are already facing regulatory probes for involvement in manipulating LIBOR rates, a ...
  16. Kinross Beats Squarely in 4Q - Analyst Blog

    February 15, 2013
    Gold miner Kinross Gold Corporation (KGC) reported adjusted earnings of 24 cents per share in the fourth quarter of ...
  17. Priority Review for Bayer's Drug - Analyst Blog

    February 14, 2013
    The HealthCare unit of Bayer AG (BAYRY) recently announced that the US Food and Drug Administration (FDA) granted ...
  18. Citi Sheds Stake in Aeromexico - Analyst Blog

    February 14, 2013
    In order to enhance profitability, Citigroup, Inc. C) has shed roughly half of its stake in Grupo Aeromexico, ...
  19. Foreclosure Activity Dawdling - Analyst Blog

    February 14, 2013
    Signaling a revival of the housing market, the foreclosure market report released by RealtyTrac revealed a fall in ...
  20. More Orders for Boeing's 737 MAX - Analyst Blog

    February 14, 2013
    The Boeing Company (BA) has received an order worth $6 billion at current list prices for 60 737 MAX airplanes from ...
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