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Banks a No Go Zone? Consider the Math on This Little Company…

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...

A 3-Minute Bank Investing Case Study: Why Territorial Bank of Hawaii Looks Attractive but has Fallen Short

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...

A Key Factor Separating Bank Compounders vs. Laggards…

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...

Banks are not as cheap as they were, but several strategies still make sense

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...
Time to move to the “Coastal”?  Coastal Financial (CCB) is different.

Time to move to the “Coastal”? Coastal Financial (CCB) is different.

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 –...

Nice rally banks got there…shame if something were to happen to it.

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...
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Latest Posts

  • Brief Note: Overlooked Solutions Helping Stressed Banks
  • Looking at Regional Bank Margins: Myths and Realities
  • Banks a No Go Zone? Consider the Math on This Little Company…
  • A 3-Minute Bank Investing Case Study: Why Territorial Bank of Hawaii Looks Attractive but has Fallen Short
  • 5 Points May: Colarion’s take on bond market shrapnel hitting banks & preserving capital

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