b****n
发帖数: 396 | 1 鉴于BAC的市值现在已经达到100多比邻，而其达到市值500比邻的可能性很小， 感觉它
的股价会最终会稳定在20-25刀达到最高点，然后是下次的经济危机大概5,6年以后。
欢迎大家讨论。 |
l**********4
发帖数: 187 | 2 随便说说啊。我觉得BAC的价格在今年年底之前会达到$15左右，随后就不好说了。BAC
的BVPS有$20左右，鉴于银行的balance sheet太复杂，以及BAC各种潜在的金融风险，
给它打个75折比较合适。所以近期目标$15是比较现实的。长远看，$25是合理的价格，
毕竟BVPS就有$20。至于多快能到$25，这要看eps了。同样的道理，C到$50应该不成问
题，两年内到$70也是没问题的
【在 b****n 的大作中提到】
: 鉴于BAC的市值现在已经达到100多比邻，而其达到市值500比邻的可能性很小， 感觉它
: 的股价会最终会稳定在20-25刀达到最高点，然后是下次的经济危机大概5,6年以后。
: 欢迎大家讨论。
|
k********n
发帖数: 18523 | 3 BAC is 40 bucks at the end of 2015 |
k********n
发帖数: 18523 | 4 BAC is 40 bucks at the end of 2015
No confidence with Citi's management
so never touch its stock |
p*********r
发帖数: 4593 | 5 I feel long term C will performance better than BAC simply because C has
much more international business. US is mature market and will have smaller/
less growth than undeveloped and developing countries.
BAC was just screwed up by its previous CEO. BAC was in very good shape if
it didn't acquire countywide and merrill lynch. That two acquisition already
wiped out BAC over $50B.
Relatively, JPM took advantage from the 2008 crisis. It didn't so hurry to
acquire the failed banks/companies, so it got good bargain. I feel JPM may
be able to break out its all time high, $58.x which was set in 2000 in the
next 1-2 years. |
l**********4
发帖数: 187 | 6 I like your reasoning of C's international business. I like C better simply
because it is cheaper than BAC. I think even JPM is cheaper than BAC,
becuase of BAC's low EPS. Anyway, all three are great investment opportunity
for buy and hold. The return should be at least 25% until the end of 2013
and could be above 50% in 2-3 years.
smaller/
already
【在 p*********r 的大作中提到】
: I feel long term C will performance better than BAC simply because C has
: much more international business. US is mature market and will have smaller/
: less growth than undeveloped and developing countries.
: BAC was just screwed up by its previous CEO. BAC was in very good shape if
: it didn't acquire countywide and merrill lynch. That two acquisition already
: wiped out BAC over $50B.
: Relatively, JPM took advantage from the 2008 crisis. It didn't so hurry to
: acquire the failed banks/companies, so it got good bargain. I feel JPM may
: be able to break out its all time high, $58.x which was set in 2000 in the
: next 1-2 years.
|
d*****l
发帖数: 8441 | |
p*********r
发帖数: 4593 | 8
Citi has the great management team now. Its chairman is the real person give
the direction. He actually turned around Hawaii bank several years back,and
made Hawaii bank stock went up as high as 4X of the price that he just
joined. The new CEO is just a COO type of role.
Plus C's valuation is lower than BAC.
From here you can see the tangible book value for BAC and C. Tangible book
value is more meaningful.
http://finapps.forbes.com/finapps/jsp/finance/compinfo/Ratios.j
http://finapps.forbes.com/finapps/jsp/finance/compinfo/Ratios.j
BAC tangible book value is just around $12
C tangible book value is around $52.
Since C made more money in the last 1-2 years, C's tangible book value is
actually going up every quarter.
If you listen to JPM earning conference. JPM CEO made comments that JPM
tangible book value went up about $4 in the last 12 month.
【在 k********n 的大作中提到】
: BAC is 40 bucks at the end of 2015
: No confidence with Citi's management
: so never touch its stock
|
l**********4
发帖数: 187 | 9 Learned a lot, thanks! How much is JPM's tangible book value?
give
and
book
【在 p*********r 的大作中提到】
:
: Citi has the great management team now. Its chairman is the real person give
: the direction. He actually turned around Hawaii bank several years back,and
: made Hawaii bank stock went up as high as 4X of the price that he just
: joined. The new CEO is just a COO type of role.
: Plus C's valuation is lower than BAC.
: From here you can see the tangible book value for BAC and C. Tangible book
: value is more meaningful.
: http://finapps.forbes.com/finapps/jsp/finance/compinfo/Ratios.j
: http://finapps.forbes.com/finapps/jsp/finance/compinfo/Ratios.j
|
p*********r
发帖数: 4593 | 10
JPM tangible book value is $34 from same forbes.com, but the data
was base on 09/30/2012 data. You probably can find the JPM conference call
transcript by doing google search. Its CEO Dimon made some comments about
tangible book value when
someone ask if JPM will do buyback at the current price.
He said, yes because two reasons.
* US Fed approved JPM $3B for the first quarter buyback.
* The current JPM price is not very low but reasonable to buy back.
【在 l**********4 的大作中提到】
: Learned a lot, thanks! How much is JPM's tangible book value?
:
: give
: and
: book
|
|
|
D******e
发帖数: 11265 | 11 the most important is
Bac is #3 holding of Congressmen
C is a double but bac is a 3-4 fold. |
p*********r
发帖数: 4593 | 12
I didn't get it. What does this mean ?
【在 D******e 的大作中提到】
: the most important is
: Bac is #3 holding of Congressmen
: C is a double but bac is a 3-4 fold.
|
D******e
发帖数: 11265 | 13 c 可以到100翻一倍
但bac可以翻3-4倍。 |
l**********4
发帖数: 187 | 14 Thanks a lot! Do you know if there is any website that I can find the
tangible book value of any other stocks?
【在 p*********r 的大作中提到】
:
: I didn't get it. What does this mean ?
|
c**l
发帖数: 9003 | 15 citi的网站那叫一个烂，跟他们写信complain都没有人搭理。
邮寄的申请材料还是80年代风格
【在 k********n 的大作中提到】
: BAC is 40 bucks at the end of 2015
: No confidence with Citi's management
: so never touch its stock
|
D******e
发帖数: 11265 | 16 CiTi services sucks for sure！ |
