Buy and Sell Signals, and Other Market Perspectives Message Board

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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives

SPY 665.67

-0.9%

Nov 17 4:00 PM EST

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To: GROUND ZERO™ who wrote (40685)	11/20/2012 6:39:18 PM
From: Keith Feral	Read Replies (2) of 218913

BAC and C are straight arb plays against JPM and WFC that both support 75% higher market caps with about the same revenue model. Earnings will catch up at BAC and C, or they will catch down on WFC and JPM. Or a little bit of both. However, bank returns are generated by capital. C and BAC have more excess capital than they will ever need. Good core sleeper stocks since this summer. Baskets are always good though too, especially if the leverage is working with you.

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