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Letter "A" » Andrew Collins Quotes
«It's time for the merger and acquisition activity to increase here, ... It's largely been proven acquirers that have done these deals and generally at very low [premium] multiples.»
«TCF Financial (has) this very unique strategy. It's (opening) 25-to-35 branches a year and just growing consistently, 14-to-15 percent per year in earnings, which really is a great kind of situation overall for the banking space, ... I think these guys are at the forefront of the trend. They really are serving Joe Lunch Bucket, as they like to say, and so that's a growing marketplace longer term for banks.»
«They are under-provisioning themselves,»
«I think that investors, particularly in the financial sector, will cease focusing on interest rates, if they haven't already, and will increasingly focus on credit quality, ... But I think that if the economy continues to chug along, say at a 2-to-3 percent growth level, we won't see that impact credit quality in any meaningful way.»
«I think that investors, particularly in the financial sector, will cease focusing on interest rates, if they haven't already, and will increasingly focus on credit quality. But I think that if the economy continues to chug along, say at a 2-to-3 percent growth level, we won't see that impact credit quality in any meaningful way.»
«I think a lot of it had to do with fixed income, foreign exchange and derivatives. I think there will be a rebounding in capital markets in the second quarter. I expect them to bounce back with a more healthy investment banking business.»
«We're looking at a pretty favorable environment for bank stocks, and financials in general, over the next three-to-six months. But what I would say is that there's still a little bit of an overhang in terms of the commercial banking sector, due to credit quality concerns. So that's going to weigh heavily on the banks. But we could see growth in some of the other areas. Brokerage continues to be very strong.»
«I think you need to be selective in terms of the commercial banks. We've done a lot of studies in terms of credit quality in trying to figure out which ones really are at risk and which ones aren't. And I think that some of them are overly discounted at this point, like Chase Manhattan, Bank of America and Wells Fargo.»
«Deutsche certainly is left out in the lurch in this one, so they're going to be that much more eager to do a deal over here.»
«It's time for the merger and acquisition activity to increase here. It's largely been proven acquirers that have done these deals and generally at very low [premium] multiples.»

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