District Banker

Five Midget Banks I'm Watching

I realize that you post a caveat saying, "I have not done enough work on these 5 names..." - but how could you post this article without a single piece of fundamental analysis??

The closest piece of relevant info you posted is P/Book - which no bank investors look at (we all look at P/Tangible Book). If you have to ask the difference, you shouldn't be investing in any financials, and certainly not banks.

On what basis would you say that FITB was the riskiest buy?

How TARP Paybacks Expose Weakest Banks

I agree with the main contention of this article - but anyone who didn't already know that BAC and C were two of (if not #1 and #2) weakest banks in the country? If you need the government to tell you which banks are (relatively) strong, and which are at risk of failure, you shouldnt be investing in the sector.