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買美利堅銀行股票吧,可能機會難得

(2009-12-04 06:23:12) 下一個


買美利堅銀行股票吧,可能機會難得

美利堅銀行新股股價 15 美元,可能是一次難得的建倉機會。

從道理上講,相當於讓股東在其它渠道再拿出 450 億美元,來還清美國政府的 10% 的利息貸款。這似乎也是一個不錯的選擇。畢竟在沒有風險的情況下獲得 10% 的回報還是一件比較困難的事情。

不過,基於此,美利堅會多支付職業經理人多少錢,我就不知道了。

再者,如果房貸市場債券繼續惡化,對於所有的銀行都不是一件好事。這種風險依然存在。

從短期看,現在(今天),似乎是一個機會。

Good Luck 。

S&P Ups Bank of America Pfd-Stock Rating On TARP Payment Plan
9:33 AM ET 12/4/09
DOW JONES NEWSWIRES

Standard & Poor's Ratings Services raised its preferred-stock rating on Bank of America Corp. (BAC) because of the banking giant's announcement it plans to repay $45 billion to the U.S. government.

The upgrade comes a day after Fitch Ratings gave Bank of America a broader upgrade Thursday on the repayment news.

S&P said the bank's plan to fund its Trouble Asset Relief Program repayment with a mix of cash and new common-stock equivalents was a "significantly positive step" and predicted capital ratios would rise. It anticipated BofA will use internal resources, a significant new equity raise and the sale of noncore assets to raise money.

But the agency warned of ongoing uncertainty about the company's direction and continued credit quality worries that could lead to weak operating performance. It also noted the uncertainty about who will succeed departing Chief Executive Ken Lewis.

"BofA's performance lags other peers' in certain important business lines such as consumer lending," S&P said. "Revenue constraints and our expectation for higher credit costs lead us to expect continued weak earnings performance."

Although the government will likely continue to offer Bank of America with "extraordinary support," S&P said the bank likely won't need it.

It increased BofA's preferred-stock rating three notches to BB, still two rungs below investment-grade status. The outlook is stable.
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