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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...

5 Points May: Colarion’s take on bond market shrapnel hitting banks & preserving capital

by Sam Haskell | May 13, 2022 | Corporate Governance

In this note: Preserving Capital: Discussing how market structure is more important to financial sector investors during sell-offs. How bonds are affecting banks – the securitization market frees up high margin loan growth. How bonds are affecting banks –...

The Boomerang Effect: Bank Outperformance Isn’t Just About Higher Margins When Rates Rise

by Sam Haskell | Mar 25, 2022 | Corporate Governance

We will begin with a picture:  The Fed Funds rate has been zero for two years, and prior to that about 8 years. In this rising rate backdrop there are two reasons banks may perform well vs the broader market.  Specifically, Bank EPS tends to do better than the broader...

Bank Investors of the World Unite! Creating a “union” to drive outperformance

by Sam Haskell | Feb 25, 2022 | Corporate Governance

Bank investors have outperformed the broader markets by over 10% so far this year, and those of us hidden in the corners owning small, well-run banks may be doing a bit better. (banks in yellow vs S&P 500 in red below) With that said, we need to bring our...

5 Simple Lessons for Shepherding Capital in Choppy Markets (Financial Sector edition)

by Sam Haskell | Jan 24, 2022 | Corporate Governance

Below are a few simple lessons I have learned over the years that may help you as you consider your portfolio during the current “turn” in markets. Be aware of the quality of the businesses you own.  Don’t assume a stock “will always come...

Why own boring banks? A holiday gift of moneyball math.

by Sam Haskell | Dec 22, 2021 | Corporate Governance

First, I will not get to speak to most of the folks reading this, but if you celebrate Christmas I wish you an enjoyable holiday, hopefully surrounded by friends, family or both… Most of us know how compounding works.  The rub is how difficult it is to apply.  Out of...
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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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