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Compiling comments that experts make about stocks while on public TV.

Bank of America Stock Symbol: BAC-N

Last Price Recorded: $24.5700 on 2017-02-27

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Date Signal Expert Opinion Price
2017-02-27 TOP PICK James Thorne

US financials have a way to go, two or three years.  It is only going to get better.  It pays a dividend.  He is confident the housing market will stay robust.  (Analysts’ target: $26.00).


Price:
$24.570
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-02-27 COMMENT Mike S. Newton, CIM FCSI

Feels a lot of people are hoping this is going to happen and if he is wrong, he will be running for the hills. The US banks have really done nothing for about 11 years and he feels they have a lot of upside from here.


Price:
$24.570
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-22 COMMENT Jerome Hass

Likes the low cost to Book ratio, which is trading at .8X. Compare that to Canadian banks, which are at 1.6X. Also with some of the deregulations that are coming in the US, this bank will be a beneficiary.


Price:
$24.790
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-17 BUY Christine Poole

(Market Call Minute) You could buy it for exposure to the US economy.


Price:
$24.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-15 COMMENT Colin Stewart

As US interest rates rise and the net interest margin environment for the banks improve, all banks should do well. This is probably one of the cheaper ones on a valuation basis. They also have a large consumer mortgage business, which they should benefit from going forward.


Price:
$24.580
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2017-02-14 STRONG BUY David Burrows

Has used this a few times as a Top Pick over the last 6 months. If he had to pick one bank in the US, this would probably be it. Very domestically focused. He likes the improvement that is going on in the US economy. They are an enormous beneficiary of rising interest rates. In the most recent quarter, there was one interest rate increase, and this bank had an additional $600 million of earnings from one interest rate increase. Trading at just over 1X BV. You are going to get dividend growth, earnings growth and multiple expansion. This has 5-6 years in front of it.


Price:
$24.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-13 PAST TOP PICK Paul Harris, CFA

(Top Pick Feb 11/16, Up 113.46%) They had a big run after Trump came in.  The financials are not expensive at these levels.  It is still below book value.  They are massively overcapitalized so there should be buybacks.  You need to see actualization of some of the policies coming in.


Price:
$23.400
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 DON'T BUY John Zechner

Recently Shorted this in his Hedge Fund. People are paying up for a turn in earnings. It is coming, but maybe not at the rate that was to be expected. The positive view on the yield curve for financials is certainly positive. Interest rates had a bit of a move to the upside, but they seemed to have stalled out. Unwinding Dodd-Frank is going to take a long time. He wouldn’t own it at this time.


Price:
$23.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-02-10 COMMENT Norman Levine

He has never been a fan of management. He only owns regional banks in the US. If he were to own a big US bank, it would be J.P. Morgan. This bank is a big beneficiary of the Dodd-Frank provision being repealed or pulled back. It is also benefiting from higher markets.


Price:
$23.080
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-02-09 BUY John Petrides

Despite the massive run in financials he still likes the stock and the sector.  It is trading at a discount to its tangible book value.  They have only been able to grow their bottom line by cutting costs.   Deregulation would be a massive positive to them if it happens.


Price:
$23.120
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-02-08 COMMENT Cameron Hurst

The chart is showing consolidation. This is in the right sector and in the right industry group. Financials broke out before Pres. Trump was elected. The really good promise was the rollback of the Dodd-Frank act. He has a pretty positive view of financials. The stock is cheap relatively speaking and the environment is very positive.


Price:
$22.670
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-02-07 COMMENT Benj Gallander

His target is in the mid-$30, so he will continue holding it for a while. Interest rates going up are good for them. Banking regulations going down are good for them. They’ve gone through most of the litigation they had to deal with, and that lowers costs. He likes the CEO. Thinks it will do well from here.


Price:
$22.900
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-06 BUY Brian Acker, CA

He loves it and has a substantial position.  It hits new all time high $25.80, 11% upside.


Price:
$23.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Yes
2017-01-30 COMMENT John Stephenson

He loves this bank. It is a company that is transitioning from being kind of a “self-help” story, cost cutting to capital return. Has a great franchise in terms of wealth management. It is the leading bank and is domestically focused. You are going to see increasing capital return and a steepening yield curve. There is very little that can derail financials.


Price:
$22.950
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-01-27 COMMENT Kash Pashootan

He is crazy about the US financial space. There is lots of upside. There is still regulation coming that will help the banks. Higher interest rates will help net interest margins. The US consumer is confident and is able to spend and borrow money. This bank tends to benefit from that. This is the most levered to the US consumer. You won’t go wrong with this, although the yield is awfully light at 1.2%. (See Top Picks.)


Price:
$23.360
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Unknown
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