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买美利坚银行股票吧,可能机会难得

(2009-12-04 06:23:12) 下一个


买美利坚银行股票吧,可能机会难得

美利坚银行新股股价 15 美元,可能是一次难得的建仓机会。

从道理上讲,相当于让股东在其它渠道再拿出 450 亿美元,来还清美国政府的 10% 的利息贷款。这似乎也是一个不错的选择。毕竟在没有风险的情况下获得 10% 的回报还是一件比较困难的事情。

不过,基于此,美利坚会多支付职业经理人多少钱,我就不知道了。

再者,如果房贷市场债券继续恶化,对于所有的银行都不是一件好事。这种风险依然存在。

从短期看,现在(今天),似乎是一个机会。

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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