2010-06-28: S&L, Investment Bank and Asset Management Report
7 leading Analysts; and top management from 3 Sector Firms
examine this vital industry in this 26 page report from The Wall Street Transcript.
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A Bull's Eye View of Financial Services Chris Kotowski - Oppenheimer & Co., Inc.
A Positive Risk/Reward Profile Among Mortgage Insurers Mike Grondahl - Northland Securities, Inc.
Cherry-Picked "Buys" in Community Banking Sean Ryan - Wisco Research LLC
An Eye on Consolidation in Financial Services Michael Kim - Sandler O-Neill + Partners, L.P.
An Upswing in Credit Quality for Some Regional Banks Thomas Alonso - Macquarie Capital (USA) Inc.
Changing the Rules for Banks & Thrifts Rick Weiss - Janney Montgomery Scott LLC
Near-Term Growth Outlook for Large Asset Managers Jason Weyeneth - Sterne, Agee & Leach, Inc.
CEO Interviews (average 2,500 words): top management from 3 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Meridian Interstate Bancorp, Inc., Muriel Siebert & Co., Inc., and SWS Group, Inc.
Topics covered: Increased Demand From Emerging Markets' Middle Class - Unknown Risks Of Financial Reform - Improving Credit Quality Metrics - Future M&A Activity Among Asset Managers - Impact Of Greece and Europe Credit Crisis - Improving Nonperforming Asset Flow
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Companies covered: Alliance Data Systems (ADS); Altisource (ASPS); AmTrust (AFSI); Ameritrade (AMTD); Bank of America (BAC); Barclays (BCS); BlackRock (BLK); Center (CLFC); Citi (C); Community Bank System (CBU); Eaton Vance (EV); Federated (FII); First Niagara (FNFG); Franklin Resources (BEN); Genworth (GNW); Hudson City (HCBK); Invesco (IVZ); JPMorgan (JPM); KKR (KFN); Legg Mason (LM); MGIC Corp. (MTG); Meridian Financial Services, Inc. (EBSB); Metro Bancorp (METR); MoneyGram (MGI); Muriel Siebert & Co., Inc. (SIEB); Nara (NARA); New York Community (NYB); Ocwen (OCN); Radian (RDN); SWS Group (SWS); Texas Capital (TCBI); Waddell & Reed (WDR); Wells (WFC); Wilshire (WIBC).


