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Bad press makes bank stocks a good buy, says equity researcher

Applied Finance Group’s Resendes claims it’s nearly impossible for BofA and others not to make money at current borrowing rates.

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Looking Back, Looking Forward – 2022Q3

Those latest earnings forecast, are implying an economic soft-landing, not an outright severe recession. Historically, the SP500 EPS change during a recession was a decline in the high teens. That said, with the SP500 losing nearly a quarter of its value YTD, investors clearly have embraced less robust prospective earnings than what the consensus estimate is suggesting. […more]

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