Posts on USB

Latest ideas and analyses related to U.S. Bancorp Common Stock

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PNC , TFC , USB , SCHW , COF

+12 pts



Assessing TLAC shortfalls for the superregionals, COF & SCHW

By ethonomics on Sept. 20, 2022, 2:42 p.m.
Tagged topics: TLAC shortfalls

Views: 7, Votes: 3, Responses: 0, Attachments: 1
USB

+55 pts



Reiterate Underperform Rating; Incremental Merger Synergy Delays

By P on Sept. 13, 2022, 11:20 a.m.
Tagged topics: banking

Views: 14, Votes: 6, Responses: 0, Attachments: 1
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: 24, Votes: 4, Responses: 0, Attachments: 1
USB

+31 pts



$USB U.S. BANCORP -Delay In Union Integration

By Btam on July 19, 2022, 7:05 a.m.
Tagged topics: earnings results

Views: 12, Votes: 2, Responses: 0, Attachments: 1
BK , C , PNC , STT , USB , WFC

+35 pts



2Q22 Earnings Day 2: BK, C, PNC, STT, USB, WFC

By realmomobags on July 19, 2022, 4:38 a.m.
Tagged topics: earnings results , Banks

Views: 23, Votes: 3, Responses: 1, 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: 57, Votes: 5, Responses: 1, Attachments: 1
BAC , JPM , MS , GS , WFC , C , USB

+38 pts



Deutsche looks at how rising inflation impacts banks - modest pick up in inflation is good, but a surge would be bad

By ethonomics on May 20, 2021, 3:26 p.m.
Tagged topics: trading revenues , Deutsche Bank , inflation fears , inflation beneficiaries , wage inflation , credit quality

Views: 193, Votes: 3, Responses: 1, Attachments: 3
BAC , C , GS , JPM , MS , PNC , USB , WFC , TFC , Banks

+37 pts



Deutsche says we're only halfway through the banks' rally, sees EPS growth supporting a further 30-50% rise in stocks over next 2-3 years

By ethonomics on April 7, 2021, 11:02 a.m.
Tagged topics: buying opportunity , investment banks , Deutsche Bank , investment themes , multi-year story , upside to estimates , US banks, #earnings growth

Views: 178, Votes: 4, Responses: 0, Attachments: 41
BAC , C , GS , MS , JEF , USB , Banks

+33 pts



$BAC, $C, $GS, $MS, $JEF - Oppenheimer says reversal of COVID-related loan loss provisions that never materialized will likely lead to greater dividends or buybacks, recommends buying the banks

By ethonomics on April 1, 2021, 2:54 p.m.
Tagged topics: valuations , dividend growth , buybacks , loan growth , return of capital , deep dive , SPACs , Oppenheimer , loan loss provisions , boomer stocks

Views: 225, Votes: 2, Responses: 0, Attachments: 59