by Sam Haskell | Mar 24, 2023 | Banks
Financials can be tricky, but investing in them doesn’t have to be. In the news lately you have read about the failures of two large US banks and one massive European one. There is concern about commercial real estate, and our policymakers trying but falling...
by Sam Haskell | May 18, 2022 | Banks, Corporate Governance
We’ve all had that sensation of finding a stock or other investment that seems too good to be true. Today’s post looks at one particularly cheap bank – Territorial Savings (TBNK), that seems like an easy purchase decision, and shares why it may end...
by Sam Haskell | May 10, 2021 | Banks, Future of Banking
Owning a basket of the most efficient banks is a consistently outperforming strategyUpcoming forced selling brings a few opportunities. Sort for efficiency among the forced selling We are currently entering an unusual season, when up to 80 banks are added, but mostly...
by Sam Haskell | May 4, 2021 | Banks, Fintech
4 strategies to outperform in a niche investment corner are below. One of the strategies (buybacks) is likely to hold up well even in a choppy market backdrop. The liquidity conundrum: A number of clients tell us they have their cups overflowing with liquidity, but...
by Sam Haskell | Apr 19, 2021 | Banks, Fintech
Coastal Financial is a bank that has found a way to get pricing power. A few months ago I asked a colleague about Coastal Financial (http://www.coastalbank.com), a community bank outside Seattle. The stock was rising but the company generated mediocre returns –...
by Sam Haskell | Mar 1, 2021 | Banks, Corporate Governance
Does the bank rally stall? Reading Warren Buffet’s letter this past weekend, bank investors might wonder why Berkshire’s investment heads dumped so many banks near the bottom. After all, banks are not far behind airlines and wildcatters in line to benefit...
