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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...

Financials outperforming tech? Yes it can continue.

by Sam Haskell | Feb 16, 2021 | Banks, Corporate Governance

The friendly folks at Goldman recently ran a regression of which sectors do well with rising rates. If you can’t read the chart below, rising rates are bad for stocks in the consumer, utilities, and software sectors, while they tend to support energy and...
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Latest Posts

  • 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
  • The Boomerang Effect: Bank Outperformance Isn’t Just About Higher Margins When Rates Rise
  • Bank Investors of the World Unite! Creating a “union” to drive outperformance
  • 5 Simple Lessons for Shepherding Capital in Choppy Markets (Financial Sector edition)

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