p*********r
发帖数: 4593 | 1 I only pay close attention to JPM, BAC and C.
Here is what I feel about them.
* JPM hit support first on Wednesday, the day after ex-dividend date.
Which is 46.5x. That slightly lower than Feb 26th.
* BAC hit support on Thursday, which is 11.7x. That's higher than Feb 26th
low, which is 11.03
* C seems to also bottom out today(at least short term) at 41.60, that's
also higher than Feb 26th day low.
BAC and C seem to have higher low for this wave. I expected all banks will
go up till their earning. Most of the banks having mortgage assets should be
able to beat the estimate because they can play the number easily(housing
price going up helped them quite a lot). GS/MS don't have mortgage asset,
they only can play the number from the trading or investment.
If there is more correction in the banks, that would be after earning season
.
Another thing to consider BAC has $5B buyback, it may purpose to not meet
the street number to make its stock price lower(so, it can buy back more
shares for the same money). |
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