U.S. Banking Review 2013

June 28, 2013

Buy ($175)

Topics covered: U.S. Banking Review 2013

Companies covered: Capital One Financial Corporation (NYSE:COF), Blackstone Inc. (NYSE:BX), American International Group, Inc. (NYSE:AIG), Exxon Mobil Corporation (NYSE:XOM), The Travelers Companies, Inc. (NYSE:TRV), Torchmark Corporation (NYSE:TMK), SunTrust Banks, Inc. (NYSE:STI), NYSE Euronext, Inc., Netflix, Inc. (NASDAQ:NFLX), Marsh & McLennan Companies, Inc. (NYSE:MMC), Moody's Corporation (NYSE:MCO), Johnson & Johnson (NYSE:JNJ), Goldman Sachs Group, Inc. (The) (NYSE:GS), Genworth Financial Inc (NYSE:GNW), Chubb Corporation (The) (NYSE:CB), Citigroup Inc. (NYSE:C), American Financial Group, Inc. (NYSE:AFG), Allied World Assurance Company Holdings, AG (NYSE:AWH), Wells Fargo & Company (NYSE:WFC), General Electric Company (NYSE:GE), Apollo Education Group, Inc. (NASDAQ:APOL), T. Rowe Price Group, Inc. (NASDAQ:TROW), State Street Corporation (NYSE:STT), Stifel Financial Corporation (NYSE:SFN), Northern Trust Corporation (NASDAQ:NTRS), Federated Investors, Inc. (NYSE:FII), TD Ameritrade Holding Corporation (NYSE:AMTD), Allianceberstein Holding L.P. (NYSE:AB), Banco Latinoamericano de Comercio Exterior, S.A. (NYSE:BLX), KeyCorp (NYSE:KEY), OFG Bancorp (NYSE:OFG), Gamco Investors, Inc. (NYSE:GBL), Capital Southwest Corporation (NASDAQ:CSWC), Visa Inc. (NYSE:V), U.S. Bancorp (NYSE:USB), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Mastercard Incorporated (NYSE:MA), J P Morgan Chase & Co (NYSE:JPM), Discover Financial Services (NYSE:DFS), Bank of America Corporation (NYSE:BAC), American Express Company (NYSE:AXP), Regions Financial Corporation (NYSE:RF), Morgan Stanley (NYSE:MS), Toronto Dominion Bank (The) (NYSE:TD), Waddell & Reed Financial, Inc. (NYSE:WDR), Legg Mason, Inc. (NYSE:LM), Janus Capital Group, Inc (NYSE:JNS), Epoch Holding Corporation, BlackRock, Inc. (NYSE:BLK), Franklin Resources, Inc. (NYSE:BEN), Eaton Vance Corporation (NYSE:EV), Triangle Capital Corporation (NYSE:TCAP), Greenhill & Co., Inc. (NYSE:GHL), CME Group Inc. (NASDAQ:CME), UBS AG (NYSE:UBS), The Charles Schwab Corporation (NYSE:SCHW), Invesco Ltd. (NYSE:IVZ), Intercontinental Exchange Inc. (NYSE:ICE), Bank Of New York Mellon Corporation (The) (NYSE:BK), GFI Group Inc. (NYSE:GFIG), Franklin Limited Duration Income Trust (AMEX:FTF), Viewpoint Financial Group, Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Southside Bancshares, Inc. (NASDAQ:SBSI), First Financial Bankshares, Inc. (NASDAQ:FFIN), Cullen/Frost Bankers, Inc. (NYSE:CFR), Pacific Continental Corporation (Ore) (NASDAQ:PCBK), Sterling Financial Corp., Heritage Financial Corporation (NASDAQ:HFWA), SVB Financial Group (NASDAQ:SIVB), East West Bancorp, Inc. (NASDAQ:EWBC), City National Corporation (NYSE:CYN), CapitalSource Inc., Bank of Hawaii Corporation (NYSE:BOH), Western Alliance Bancorporation (NYSE:WAL), Hilltop Holdings Inc. (NYSE:HTH), Flagstar Bancorp, Inc. (NYSE:FBC), Comerica Incorporated (NYSE:CMA), Taylor Capital Group Inc., Pinnacle Financial Partners, Inc. (NASDAQ:PNFP), MB Financial Inc. (NASDAQ:MBFI), Fifth Third Bancorp (NASDAQ:FITB), Eagle Bancorp, Inc. (NASDAQ:EGBN), BB&T Corporation (NYSE:BBT), Zions Bancorporation (NASDAQ:ZION), M&T Bank Corporation (NYSE:MTB), Huntington Bancshares Incorporated (NASDAQ:HBAN), First Horizon National Corporation (NYSE:FHN), iStar Financial Inc., MBIA, Inc. (NYSE:MBI), H&R Block, Inc. (NYSE:HRB), First Niagara Financial Group Inc. (NASDAQ:FNFG), FactSet Research Systems Inc. (NYSE:FDS), CNO Financial Group, Inc. (NYSE:CNO), CIT Group Inc (NYSE:CIT), Bank Of Montreal (NYSE:BMO), Assured Guaranty Ltd. (NYSE:AGO), LaPorte Bancorp, Inc. (NASDAQ:LPSB), First Midwest Bancorp, Inc. (NASDAQ:FMBI), FirstMerit Corporation (NASDAQ:FMER), Citizens Republic Bancorp, Inc, CFS Bancorp Inc., Baylake Corp (NASDAQ:BYLK), Sandy Spring Bancorp, Inc. (NASDAQ:SASR), Bryn Mawr Bank Corporation (NASDAQ:BMTC), TFS Financial Corporation (NASDAQ:TFSL), Susquehanna Bancshares, Inc. (NASDAQ:SUSQ), Signature Bank (NASDAQ:SBNY), Provident New York Bancorp, Oritani Financial Corp. (NASDAQ:ORIT), National Penn Bancshares, Inc. (NASDAQ:NPBC), Investors Bancorp, Inc. (NASDAQ:ISBC), Fox Chase Bancorp, Inc. (NASDAQ:FXCB), Fulton Financial Corporation (NASDAQ:FULT), Center Bancorp Inc., Berkshire Hills Bancorp, Inc. (NYSE:BHLB), Cardinal Financial Corporation (NASDAQ:CFNL), Webster Financial Corporation (NYSE:WBS), Valley National Bancorp (NYSE:VLY), Provident Financial Services, Inc (NYSE:PFS), American National Bankshares, Inc. (NASDAQ:AMNB), Virginia Commerce Bancorp Inc., United Bankshares, Inc. (NASDAQ:UBSI), StellarOne Corporation, First Community Bancshares, Inc. (NASDAQ:FCBC), Hudson City Bancorp, Inc. (NASDAQ:HCBK), F.N.B. Corporation (NYSE:FNB)

More M&A Activity in Northeastern Banking
Matthew Kelley;  Matthew Breese