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[讨论] Adding financials before rate hike

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发表于 2015-12-16 12:29 AM | 显示全部楼层 |阅读模式


本帖最后由 jamesmith 于 2015-12-16 08:49 AM 编辑

yellen.png

Rate hike is likely coming, I have been adding financials in last couple of months when markets were down. Financials I have added are: BAC, WFC, SCHW.
When rate first start to go up, savers won't get the benefit, and Net Interest Margin for financial companies will widen, thus improving their bottom line quite noticeably.

BAC is still trading below book value, as it's operations improve, it should be trading at book value.
Would love to buy more WFC, but current price is not as cheap as I like, it has a long proven record of creating value for shareholders though.
SCHW is a very interesting one that can be benefitted from rate hike substantially, and it is a growth stock with double digit growth for many years.

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发表于 2015-12-16 07:39 AM | 显示全部楼层
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发表于 2015-12-16 04:08 PM | 显示全部楼层
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 楼主| 发表于 2016-1-26 01:10 AM | 显示全部楼层
Have been adding financials in recent drop. WFC, BAC, BAM, BRKB.
Thinking about buying USB
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