The Banking Analyst Podcast

tBA 04: PNC Financial - Robust capital and solid cost control

PNC’s capital levels and cost control continue to be key differentiating factors compared to USB. However, like USB, more loan loss provisions are coming. (Background score for intro: "The Invisible Enemy (feat. bangcorrupt) [http://ccmixter.org/files/Karstenholymoly/61309]" by Kraftamt)

tBA 03: US Bancorp: Kicking the can?

USB’s credit costs were much lower than larger peers. Has it just kicked the can down the road? Cost control and capital levels are also weaker than peers.   (Background score for intro: "The Invisible Enemy (feat. bangcorrupt) [http://ccmixter.org/files/Karstenholymoly/61309]" by Kraftamt)

tBA 02: Bank of America - Rock solid deposit franchise

Bank of America reported significant decline in profits due to COVID-19 related loan loss provisions. The stock is way off its peak – buy now?   (Background score for intro: "The Invisible Enemy (feat. bangcorrupt) [http://ccmixter.org/files/Karstenholymoly/61309]" by Kraftamt)

tBA 01: Wells Fargo - Priced to worst?

Wells Fargo reported significant earnings contraction in the first quarter of 2020 due to higher loan loss provisions, while also facing revenue declines. Is it a good time to enter the stock?   (Background score for intro: "The Invisible Enemy (feat. bangcorrupt) [http://ccmixter.org/files/Karstenholymoly/61309]" by Kraftamt)