BAC - Bank of America Corp - Dividend 6%
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André Santos Escreveu:Mas algum motivo para este titlo n ter falorizado quase num prazo d 5 anos?
o BAC tem uma valorizaçao d 50% em 5 anos se n estou em erro.
desde abril de 2003 em que atingiu o mínimo nos 9,50€ e tal, até Abril deste ano onde atingiu os 35€ vai uma boa valorização...
de então para ca entrou em queda abrupta devido à entrada no consorcio que comprou o ABN AMRO que levou a emissão de muitas obrigações a 15€ convertíveis em acções, tendo levado ao consequente ajuste de cotação.
parece-me que esse ajuste está descontado na cotação actual, e que só tem a ganhar com a incorporação dos activos do ABN pelo que me parece que o caminho é novamente para cima.
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André Santos Escreveu:Boas,
em que mercado esta listado?
Fortis ta na bolsa da Bélgica e Holanda.
FORA e FORB
http://www.boursorama.com/cours.phtml?symbole=FF11-FORB[url]
eu entrei a uns dias a 16.67€.[/url]
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- Registado: 27/6/2007 21:00
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- Mensagens: 184
- Registado: 28/2/2007 11:58
http://www.straightstocks.com/stock-wat ... dividends/
Despite the less than stellar earnings from Bank of America, they are at the forefront of innovation. By laying out plans to offer checking accounts without government issued identification and partnering with banks in Mexico to allow withdrawals against deposits made at the branches here, it has captured a huge marketshare among the hispanic population. Moreover, it was the first large bank to offer free online banking and less paperwork on their mortgage applications.
Recent acquisitions of LaSalle Bank, Schwab’s US Trust and China Construction Bank will help Bank of America going forward and considering management’s successful run and track record, I believe this pull back in the stock to the $48 level is a buying opportunity for patient, long-term investors. BAC has consistently increased their dividend at least for the last 10 years, increasing it by 10-15% every year. Currently, the it sits over 5%, at almost 3 times the S&P average.
Assuming a steady dividend growth rate of 10% (a conservative estimate) for the next 3 years, based on the current market risk and the stock’s low beta, applying the dividend discount model, gives it a current value of $52.
- Mensagens: 42
- Registado: 1/8/2005 14:58
BAC - Bank of America Corp - Dividend 6%
Viva meus caros,
Eu sei que actualmente n será a melhor altura para se investir em Bancos e "derivados". MAS..
A recente crise subprime mandou abaixo o sector financeiro e a meu ver esta a criar oportunidades de LONGO prazo.
BAC é um exemplo, estas ultimas descidas fez com que o seu dividend yield subisse para 6%+ onde a media anual situa-se nos 3.5% .
Teve algumas perdas nesta recente crise, mas não me parece que esteja mt má posicionada comparativamente à Citigroup (C) .
Algumas quotes:
Bank of America hasn't made any subprime mortgages since 2001 but it has $11.7 billion in CDO exposures. Price said the valuation of the bank's CDOs depends on factors ranging from defaults by borrowers on the underlying mortgages to when the loans were made. "As market conditions change and possibly worsen, there could be additional diminution in value," he said, adding that Bank of America's exposure is "certainly manageable."
Bank of America's CFO also said at the Merrill Lynch conference that the bank is sitting on a potential gain of more than $30 billion on its investment in China Construction Bank, highlighting the gains that a number of western banks, such as Goldman Sachs, Royal Bank of Scotland and Merrill Lynch, have made from their stakes in large Chinese banks. .
Bank of America paid $3 billion in 2005 for an 8.5% stake in CCB and an option to increase to 19.9% at a very low price. The bank plans to book a gain of about $16 billion on its existing stake in the fourth quarter.
“On paper we have a potential gain in excess of $30 billion,” Joe Price said, adding that it would be able to cash in some of its holding over the next two to three years.
O BAC fez uma pausa no seu Stock buyback para não ter problemas de liquidez mas isso não me parece mt grave, talvez pior sinal seria se fosse curtado o dividend.
Diz que pretende resumir o seu share buy back na segunda metada do proximo ano.
A longo prazo parece me um bom investimento.. opiniões?
Eu sei que actualmente n será a melhor altura para se investir em Bancos e "derivados". MAS..
A recente crise subprime mandou abaixo o sector financeiro e a meu ver esta a criar oportunidades de LONGO prazo.
BAC é um exemplo, estas ultimas descidas fez com que o seu dividend yield subisse para 6%+ onde a media anual situa-se nos 3.5% .
Teve algumas perdas nesta recente crise, mas não me parece que esteja mt má posicionada comparativamente à Citigroup (C) .
Algumas quotes:
Bank of America hasn't made any subprime mortgages since 2001 but it has $11.7 billion in CDO exposures. Price said the valuation of the bank's CDOs depends on factors ranging from defaults by borrowers on the underlying mortgages to when the loans were made. "As market conditions change and possibly worsen, there could be additional diminution in value," he said, adding that Bank of America's exposure is "certainly manageable."
Bank of America's CFO also said at the Merrill Lynch conference that the bank is sitting on a potential gain of more than $30 billion on its investment in China Construction Bank, highlighting the gains that a number of western banks, such as Goldman Sachs, Royal Bank of Scotland and Merrill Lynch, have made from their stakes in large Chinese banks. .
Bank of America paid $3 billion in 2005 for an 8.5% stake in CCB and an option to increase to 19.9% at a very low price. The bank plans to book a gain of about $16 billion on its existing stake in the fourth quarter.
“On paper we have a potential gain in excess of $30 billion,” Joe Price said, adding that it would be able to cash in some of its holding over the next two to three years.
O BAC fez uma pausa no seu Stock buyback para não ter problemas de liquidez mas isso não me parece mt grave, talvez pior sinal seria se fosse curtado o dividend.
Diz que pretende resumir o seu share buy back na segunda metada do proximo ano.
A longo prazo parece me um bom investimento.. opiniões?
- Mensagens: 42
- Registado: 1/8/2005 14:58
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