Posts on BAC

Latest ideas and analyses related to Bank of America Corporation Common Stock

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C , JPM , BAC , MS , WFC , PNC , USB

+36 pts



2Q22 Recap: Stronger top lines and NII trajectory, with more capital built

By ethonomics on July 25, 2022, 5:17 p.m.
Tagged topics: investment themes

Views: 19, Votes: 4, Responses: 0, Attachments: 1
BAC

+31 pts



$BAC A further unexpectedly strong NII upgrade & unchanged, flat expense guide

By ethonomics on July 19, 2022, 5:35 p.m.
Tagged topics: earnings results

Views: 6, Votes: 2, Responses: 0, Attachments: 1
MS , C , PNC , JPM , BAC

+34 pts



Assessing a mild recession: All banks remain profitable, but downside if the market shifts to recessionary valuation frameworks P/TBV and P/PPNR

By ethonomics on July 6, 2022, 6:42 p.m.
Tagged topics: valuations , recession risk

Views: 28, Votes: 4, Responses: 0, Attachments: 1
BAC , MS , C , JPM

+39 pts



Long term focus on recession and capital, but a potential positive near term earnings surprise

By ethonomics on July 6, 2022, 6:41 p.m.
Tagged topics: earnings preview

Views: 31, Votes: 6, Responses: 0, Attachments: 1
BAC , C , JPM , MTB , HBAN , COF , PNC

+36 pts



2022 CCAR: As expected, a modestly harder test; excess capital only materially lower for BAC, C and JPM

By ethonomics on June 24, 2022, 4:38 p.m.
Tagged topics: analyst checks

Views: 16, Votes: 3, Responses: 1, Attachments: 1
BAC , MS , JPM

+34 pts



Americas Banks: AOCI pressure on excess capital to continue in 2Q22, given rate back-up, and despite bank mitigation

By ethonomics on June 17, 2022, 2:54 p.m.
Tagged topics: rate hike

Views: 19, Votes: 3, Responses: 0, Attachments: 1
BAC , C , JPM , MS , WFC , BK , STT

+41 pts



Americas Banks: Continued pressure on capital in 1Q22, but banks will optimize, and lower capital return already baked into expectations

By ethonomics on May 27, 2022, 3:51 p.m.
Tagged topics: return of capital

Views: 39, Votes: 4, Responses: 1, Attachments: 1
BAC

+34 pts



$BAC: Reasonable growth drives higher sustainable returns; reiterate Buy

By ethonomics on April 19, 2022, 5:27 p.m.
Tagged topics: earnings results

Views: 15, Votes: 3, Responses: 0, Attachments: 1
BAC

+31 pts



Bank of America: More Pain To Come (Article on Seeking Alpha)

By beat_the_street on April 17, 2022, 8:12 p.m.
Tagged topics: inflation

Views: 21, Votes: 2, Responses: 0, Attachments: 0
BAC

+5 pts



Bofa : Global Cryptocurrencies and Digital Assets

By KHUN on April 9, 2022, 1:02 a.m.
Tagged topics: analyst checks

Views: 35, Votes: 2, Responses: 0, Attachments: 1
JPM , WFC , MS , BAC , PNC

+40 pts



Rates rising faster than expected, with offsets from capital markets and credit

By ethonomics on April 4, 2022, 2:57 p.m.
Tagged topics: earnings preview

Views: 43, Votes: 5, Responses: 0, Attachments: 1
BAC , C , JPM , MS , PNC , USB , WFC

+44 pts



Potential impacts of a 21st century stagflation scenario on banks

By ethonomics on April 1, 2022, 4:08 p.m.
Tagged topics: stagflation

Views: 53, Votes: 5, Responses: 1, Attachments: 1
BAC

+33 pts



$BAC - Updating Estimates to Reflect 1Q22 Capital Market Conditions

By mooreideas on March 28, 2022, 11:32 a.m.
Tagged topics: Capital Markets

Views: 11, Votes: 2, Responses: 0, Attachments: 1
C , JPM , BAC , MS , WFC

+35 pts



$C the only US Bank with any material exposure to Russia

By ethonomics on Feb. 28, 2022, 4:51 p.m.
Tagged topics: Russia & Ukraine

Views: 39, Votes: 3, Responses: 0, Attachments: 1
BAC

+0 pts



Looking for BofA Global Investment Strategy report ?

By BANTRADER on Feb. 8, 2022, 12:49 p.m.
Tagged topics: bofa

Views: 29, Votes: 1, Responses: 0, Attachments: 0
BAC

+33 pts



$BAC : Monetizing the Macro… raising estimates and target price, to $55

By KHUN on Jan. 27, 2022, 6:55 a.m.
Tagged topics: valuations , analyst checks , analyst upgrade

Views: 27, Votes: 4, Responses: 0, Attachments: 1
BAC

+37 pts



Bank of America: Buy Before The Fed Rate Hike (By Yiannis Zourmpanos on Seeking Alpha)

By beat_the_street on Jan. 19, 2022, 6:57 p.m.
Tagged topics: buying opportunity

Views: 45, Votes: 2, Responses: 1, Attachments: 0
JPM , BAC

+40 pts



2022 Outlook: Rates start to rise as banks continue to invest in scale

By ethonomics on Jan. 6, 2022, 5:48 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 55, Votes: 6, Responses: 0, Attachments: 1
BAC , C , JPM

+48 pts



If #BNPL is sub-prime in a new dress, it it really a major threat to banks?

By realjoe on Dec. 22, 2021, 10:47 a.m.
Tagged topics: buy now pay later , BNPL

Views: 227, Votes: 9, Responses: 0, Attachments: 1
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+91 pts



Top stock picks by sector and strategy for 2022

By mooreideas on Dec. 7, 2021, 12:20 p.m.
Tagged topics: deep dive , analyst top pick , 2022 outlook

Views: 361, Votes: 20, Responses: 3, Attachments: 2