Asset Management, Investment and Money Center Banks

March 26, 2015

Buy ($175)

Topics covered: Regulatory Outlook Gains Clarity, Prolonged Interest Rate Environment Challenges, Investing in Financial Services, Interest Rates and Loan-Growth Strategies, Increased Short-Term Interest Rates, Fed Capital Review Program, Benefits from Higher Interest Rates, A More Nationalized Banking System

Companies covered: National Bank of Greece SA (NYSE:NBG), Gamco Investors, Inc. (NYSE:GBL), Waddell & Reed Financial, Inc. (NYSE:WDR), T. Rowe Price Group, Inc. (NASDAQ:TROW), Legg Mason, Inc. (NYSE:LM), Janus Capital Group, Inc (NYSE:JNS), Invesco Ltd. (NYSE:IVZ), BlackRock, Inc. (NYSE:BLK), Franklin Resources, Inc. (NYSE:BEN), Affiliated Managers Group, Inc. (NYSE:AMG), Wells Fargo & Company (NYSE:WFC), Simon Property Group, Inc. (NYSE:SPG), Royal Bank Of Canada (NYSE:RY), Regions Financial Corporation (NYSE:RF), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), City National Corporation (NYSE:CYN), Diamond Hill Investment Group, Inc. (NASDAQ:DHIL), Apple Inc. (NASDAQ:AAPL), J P Morgan Chase & Co (NYSE:JPM), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Morgan Stanley (NYSE:MS), KeyCorp (NYSE:KEY), Goldman Sachs Group, Inc. (The) (NYSE:GS), The Charles Schwab Corporation (NYSE:SCHW), Federated Investors, Inc. (NYSE:FII), Eaton Vance Corporation (NYSE:EV), TD Ameritrade Holding Corporation (NYSE:AMTD)