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Most Stable Shares O/S

Which banks have consistently held their share count flat over the past decade and are not “overcapitalized” institutions?

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Listen Up! Labor Day Can Be “Deal Day”

Since 1990, 187 bank merger transactions were announced during the first eight days of September, covering the Labor Day Weekend. Could 2016 be a repeat of past activity? Rest and relax this weekend, but keep your eye on the news headlines early next week.

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Revenue And Expense Observations In 2Q

Looking back at the data for the majority of public banks who have reported their financial results, it was a solid quarter for 2Q-2016. Loan growth is clearly driving spread and NII increases, which in turn supports the positive operating leverage. Investors should not miss these trends.

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Banks, Brexit, and DFAST Too

The Brexit news is a negative for short-term pricing. Along with most equities worldwide, bank stocks are unfortunately not immune to the sell-off. This could create near-term opportunities for patient investors.

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Bank M&A Activity Update

Year to date, 2016 bank M&A deal announcements have matched last year’s pace. While deal activity has been stable, pricing and deal size are both down from year ago levels.

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Banks’ Long-Term Scorecard

The FIG Research Team has assembled a 20-year scorecard on stock price changes and cash dividend behavior for any public bank stock. Our analysis focuses on 20 large-cap banks with more than $50 billion in assets today, plus a separate group of 22 mid-sized banks that have between $15 to $50 billion in assets.

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