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  • BB&T: A Great Bank in a Hated Industry [View article]
    As an investor with a long time horizon, I tend not to worry about short-term catalysts. But I do see some potential catalysts with BBT: more clarity on capital requirements, improving loan growth, and further good news on credit quality. If you think about where the banks were in March of 2009, the potential catalysts then were extremely hard to find. But the stocks took off once sentiment changed. Similarly today, there is a heap of negative sentiment on the group. The news doesn't have to be dramatic to get the sentiment, and the stocks, moving in the right direction.
    Jun 9, 2011. 07:36 PM | Likes Like |Link to Comment
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