Sheen Bay Research
Contributor since: 2019
Articles
Flushing Financial On Growth Track Thanks To Empire Acquisition
Berkshire Hills Bancorp: Earnings Unlikely To Recover To Pre-Pandemic Levels Next Year
BankUnited: Earnings Likely To Stabilize At Current Level
Five Point Holdings: Changing Buyer Preferences And Low Rates To Drive Revenues
Independent Bank: Gradual Normalization Of Mortgage Banking Revenue Likely To Hurt Earnings
Popular: Slow Earnings Growth Appears Priced In
Webster Financial: Initiatives Likely To Propel Earnings Next Year
Brandywine Realty Trust: Office-Heavy Portfolio Poses Risks
EastGroup Properties: Revenue Growth Likely To Weaken
BancFirst: Earnings Recovery Likely To Be Slow
Essent Group: Revenue Outlook Remains Bright But Mostly Priced-In
Sunstone Hotel Investors: Still A Long Time Till Dividends Resumption
American Campus Communities: Revenue Set To Recover But Yield Not Attractive Enough
RioCan REIT: Over 8% Dividend Yield With Mostly Secure Dividends
Mr. Cooper Group: Strong Revenue Growth Appears Priced In
Office Properties Income Trust: 12% Dividend Yield Overshadowed By Long-Term Risks
Arrow Financial: Decent Loan Growth Likely To Drive Earnings
Sun Communities: Benefit Of Acquisitions And Strong RV Demand Appears Priced In
Alliance Data Systems: Receivable Growth Likely To Drive Earnings
MGM Growth Properties: 7% Dividend Yield Appears Safe Thanks To Liquidity
Zions Bancorporation: Pressure On Asset Yields To Limit Earnings Growth
Old National Bancorp: Revenue Initiatives To Support Earnings In A Low Rate Environment
Citizens Financial: Attractive Valuation At Relatively Low Risk
PNC: Next Year's Earnings Outlook Appears Better Than 2020
First Republic Bank: Balance Sheet Growth Appears Priced In
Park National: Earnings Likely To Dip After Second Quarter's High
Peoples Bancorp: Credit Risks Overshadow Positive Earnings Outlook
PacWest Bancorp: Hotels Continue To Be The Major Cause For Concern
Northwest Bancshares: Bottom Line Will Likely Turn Back To Black
Northfield Bancorp: Credit Risks Likely To Overshadow Benefits Of VSB Acquisition
Macatawa Bank: Modified Loans Responsible For Heightened Credit Risks
Lakeland Financial: Positive Outlook For Earnings In The Second Half Of 2020 Appears To Be Priced-In