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| BUY | 39.490 | Paul Harris, CFA | One of the largest banks globally. Have done a great job. In restructuring, they made a bad US acquisition but are getting out of those businesses and concentrating on being a UK bank with a strong presence in emerging markets. Almost 5% yield. | 2011-10-06 | |
| BUY | 42.410 | Paul Harris, CFA | Very large UK-based bank with most of their assets in Asia. Like many banks these days, it is trading at book at about 8X earnings. A cheap bank. Doing a lot of things to restructure. Going for things where they have a real advantage, which is in the emerging markets. 4.3% dividend. | 2011-09-02 | |
| PAST TOP PICK | 48.640 | Gavin Graham | (A Top Pick July 9/10. Up 6%.) Looking at selling their credit card business and getting back to their knitting. 3.8% dividend. | 2011-06-23 | |
| PAST TOP PICK | 51.610 | Gavin Graham | (A Top Pick July 9/10. Up 12.4%.) UK bank with a great Asian exposure as well as a big Latin America operation. Doing a major restructuring. 3.5% yield. | 2011-05-20 | |
| TOP PICK | 56.840 | Rick Stuchberry | World’s largest bank and is in 140 countries. Great yield of about 4%. Good security. Growth in all the right areas. Moved their headquarters to Hong Kong where the growth in capital is enormous. Well positioned to capitalize on world’s growth expansion. | 2011-02-07 | |
| PAST TOP PICK | 52.550 | Rick Stuchberry | (Top Pick Oct 9/09, Down 5.2%) Wants to buy more of HSBC. | 2010-10-21 | |
| BUY | 48.930 | Paul Harris, CFA | (Market Call Minute.) Great global franchise in banking. Very good company and well run. | 2010-08-26 | |
| TOP PICK | 47.570 | Gavin Graham | The international bank that has done everything right. First bank to recognize their subprime problems and wrote them off. Cut dividends but only by 30%. Raised $20 billion US without government help because it has emerging market exposure. Cautious and conservative. 3.4% yield. | 2010-07-09 | |
| DON'T BUY | 55.350 | Mark Grammer | Purist global bank you will find. Closing some US branches, focused in Europe, strong presence in the Middle East and a very strong presence in Asia. Almost too diversified. Still not 100% sold on increasing weightings in banks. | 2009-12-17 | |
| TOP PICK | 57.320 | Rick Stuchberry | The #1 or #2 bank in China. Just moved their executive CEO from London to China. He is looking for a great explosion of growth in Asia. 2.8% yield. | 2009-10-09 | |
| HOLD | 29.510 | Mark Carpani | Bonds October 2011. Has been in the press lately regarding some of their assets and loans. Think they will make it through. The bonds are very solid investment grade. | 2009-04-01 | |
| HOLD | 26.230 | David Driscoll | If you want something with Asian components but much better credit quality in the banking system, he would choose Standard Chartered Bank (STAN-LSE) on the London exchange. (Also listed in New York but he prefers British £, which is down 50% against US$ and 25% against the Cdn$.) | 2009-03-20 | |
| Comment | 28.280 | Jeff Parent B. Eng. FCSI | Financials in the US do not look great right now. Downward trend is very well defined. Still a lot of selling that could go on. A lot of volume at this level so technically he could see a possible bounce to $33. | 2009-03-18 | |
| BUY | 45.850 | Paul Gardner, CFA | HSBC (HBC-N) vs. Royal Bank (RY-T). Fantastic banks. Will be a survivor. Would lean more towards the Canadian banks because he knows them better. | 2009-01-13 | |
| Comment | 72.250 | Don Vialoux | Last 3 or 4 trading days have shown the stock starting to bottom. This is not unusual and has happened with a lot of the international banks. Short-term momentum indicators are not there yet. Feels that banks in general will start to move higher. | 2008-10-20 | |
| Comment | 78.680 | Don Reed | Well run bank and well diversified. Having some problems right now like many of the banks. | 2008-08-28 | |
| WEAK BUY | 80.910 | Mark Grammer | Two global banks that have a really good global foot print, are City and HBC, he would choose HBC over City. On a long term view, it's a pretty good bank to own. | 2008-03-18 | |
| BUY | 75.230 | Don Reed | Great bank. Have over 10,000 offices globally. Integrated asset management. Own 10% of a Chinese bank, which he thinks will be a winner for them. Very strong position in Asia. 4.6% dividend should be safe. | 2008-02-22 | |
| BUY | 77.080 | Paul Harris, CFA | Very well run global company. More retail oriented. At these levels, it is one of the better banks to buy. | 2008-01-24 | |
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| BUY | 93.800 | Don Reed | Has languished quite a bit over the last little while. One of the finest banks in the world. Good integration. Growing in asset-management. | 2007-07-12 | |
| DON'T BUY | 92.280 | David Driscoll | Stock has been going sideways because their earnings growth quality is starting to slow down a bit. This would not be his choice in the sector. | 2007-06-22 | |
| DON'T BUY | 91.600 | Charles Lannon | Stock has had a mixed year. Don't own because a large bank, cannot have much growth. He has bought developing market banks though because they will participate in the growth of their economy. | 2007-06-07 | |
| DON'T BUY | 87.600 | Mark Grammer | Has always been considered a very strong, solid bank, but the risk profile started looking a little higher, so he sold his position for Royal Bank of Scotland. You are paying a big premium over other global banks. | 2007-02-28 | |
| BUY | 89.420 | Jonathen Wellum, B. Comm, B. Sc | Announced that the sub-prime mortgage issue is only about 1% of their portfolio. An exceptionally well run company. Very conservative. With the valuation that has emerged on the bank, he would be buying it. A wonderful global franchise. | 2007-02-09 | |
| DON'T BUY | 90.090 | Charles Lannon | One of the 10 largest banks in the world. Whenever a bank gets that large, organic growth becomes increasingly difficult. Valuation is good and has a very handsome dividend yield. Unfortunately, it has exposure to some of the riskier borrowers in the US. | 2007-01-09 | |
| DON'T BUY | 91.180 | Norman Levine | A Hong Kong/Shanghai bank. Has had a bad month or two because it has greatly expanded its exposure to the US market, especially the mortgage market and has been getting clobbered. Would prefer Standard Charter (PLC-London) for exposure in the far east. | 2006-12-20 | |
| Comment | 90.930 | Mark Grammer | Gives you global banking exposure. Relative to bank stocks, it is expensive. | 2006-12-13 | |
| Comment | 94.590 | Charles Lannon | A fantastic global reputation. Very handsome yield. His fear is that they have reached such a huge, massive size, growth is going to become increasingly challenging for them. | 2006-11-17 | |
| VAGUE | 91.730 | Mark Grammer | This financial service company is one third Asia, one third North America and one third Europe. He was impressed with the way it was run and used to work for this company. It is a great company but sold the stock to switch to the Royal Bank of Scotland. | 2006-09-28 | |
| BUY | 89.940 | David Driscoll | Majority of their revenue stream is generated in Asia and secondly in Europe. When holding a global bank, you have to let the stock perform for you. The fact that they will be in every sector of the world is great because it reduces currency risk. Good core holding. | 2006-09-14 | |
| BUY | 91.180 | Norman Levine | Likes the international banking business. Has great representation in the far east which he likes very much. Has great representation in England and some parts of Europe. | 2006-09-05 | |
| TOP PICK | 86.180 | Jonathen Wellum, B. Comm, B. Sc | 3.5% yield. Hasn't done much over the last year but has continued to grow and become more profitable. Large bank with 30% Europe, 30% US, 30% Asia and 10% Latin America. Has been unfairly penalized because of its US exposure. Trading at only 10 X next year's earnings. | 2006-06-23 | |
| BUY | 86.230 | Paul Harris, CFA | A very well run company. Emerging markets will help it. They never bought an investment bank and it is difficult to develop one, so they are not getting into some of the bigger deals. Trades at a discount. Good value. | 2006-05-26 | |
| DON'T BUY | 81.220 | Mark Grammer | Has reached its fair value now. Multiple of 14/15 is not cheap for a bank. | 2005-06-28 | |
| BUY | 81.320 | Paul Harris, CFA | A great company. A global Franchise. Very good cost controls. Great management. Cheap. The one issue is that they don't have a large investment banking franchise. | 2005-01-24 | |
| SELL | 13.450 | Rob Callander | Has preformed well. Difficult business to be in. Might sell and take a nice profit. | 2004-09-23 | |
| TOP PICK | 75.910 | Mary Farrell | 2004-08-20 | ||
| BUY | 73.950 | Mark Grammer | The best run bank in the world and is a global play. For a play on the financial growth in India, use HDFC or ICICI. | 2004-07-21 | |
| BUY | 75.150 | Mark Grammer | Not a fan of Chinese banks, but this banks will give you good exposure to China. His favorite bank in the world. | 2004-03-19 | |
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| BUY on WEAKNESS | 80.910 | Jonathen Wellum, B. Comm, B. Sc | Has tremendous expertise and knowledge and presence in the far east. Fully valued at this price. | 2004-02-20 |
