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Analyst Forum

About The Analyst Forum

Our Bank Analyst Forum brings some of the leading sell side banking analysts from top research and brokerage firms together to share macro-economic trends specific to CEOs, CFOs and chairmen of financial companies.  Instead of focusing on specific stocks, we will share board-specific information through our conferences with special panel discussions that involve bank analysts; digitally, through guest columns, executive briefings and white papers; and finally, via a special section in each quarterly issue of Bank Director magazine.

  • Article | Analyst Forum
  • October 25th, 2011

Third quarter earnings review: bank stocks rally as clouds thin

Bank stocks are trading at below book value and fundamentals are improving. What does that mean for the future of bank stocks?

  • Article | Analyst Forum
  • August 9th, 2011

Bank stocks plummet: It’s the economy, stupid.

Bank stocks get hurt the worst when there are worries about the economy and the debt downgrade is no welcome news, either.

  • Article | Analyst Forum
  • July 27th, 2011

Inside Ownership: Which Banks Like “Home Cooking”?

One analyst takes a look at the insider ownership of today’s financial institutions to truly determine how many real dollars senior management and directors are investing in their own banks’ stock.

  • Article | Analyst Forum
  • June 10th, 2011

Why bank stocks are performing so badly

Keefe, Bruyette & Woods chairman and CEO John Duffy gives his update on the banking industry, looking at profitability, stocks and the M&A market.

  • Article | Analyst Forum
  • June 1st, 2011

Why bank stocks underperform

Fred Cannon and Melissa Roberts of Keefe, Bruyette and Woods spend a lot of time dissecting the markets to understand financial stocks. Here, they give their views on how capital raises have affected the long-term performance of bank stocks, and whic...