The secrets of the proxy are a few clicks away Skip Hageboeck runs one of the banking industry’s most consistently profitable banks – City Holding in West Virginia (CHCO) – but he was frustrated during a recent conversation. Too many of his merger...
We have gotten a number of questions about what digital currencies mean, so below is a brief primer on their current status and potential impact. While this topic may seem wonky today, we will all at some point in the next few years likely have the option of a digital...
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...
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...
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 –...
