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May 15, 2012 05:36PM Berkowitz's Fairholme Raises Jefferies (JEF), Sears (SHLD) Stakes

Apr 23, 2012 10:57AM Notable Analyst Rating Changes 04/23: (JAKK) (RF) (LGF) Upgraded; (PGR) (FSLR) (LEN) Downgraded

Apr 5, 2012 07:44AM Citi Transfers Regional Banking Coverage: Upgrades KEY, Downgrades CMA, Starts RF, STI, HBAN, ZION, FNFG, SIVB at Neutral, NYB at Sell

Mar 21, 2012 10:52AM Notable Analyst Rating Changes 03/21: (LNKD) (OPEN) (RF) Upgraded; (STI) (MDRX) (AIZ) Downgraded

Mar 14, 2012 09:47AM Nomura Securities on U.S. Banks: Stress-Test Results - So Excited, The Fed Just Couldn’t Wait

Mar 13, 2012 06:18PM After-Hours Movers 03/13: (GWRE) (FRAN) (FALC) (SCLN) Higher; (PSUN) (HOGS) (LNG) (C) Lower

Feb 15, 2012 09:48AM Paulson & Co. Trims Some Gold (GLD) and Exits Banks in a Big Way (BAC) (C) (WFC)

Feb 13, 2012 09:56AM Nomura Securities on U.S. Banks: Yielding Results...Sort Of

Jan 26, 2012 03:41PM Deutsche Bank on U.S. Large Cap Banks: Downgrades STI & FHN; Top Picks JPM & C

Jan 13, 2012 11:45AM Notable Analyst Rating Changes 01/13: (SWY) (CTRP) (NUAN) Upgraded; (VMW) (PHM) (CX) Downgraded

Dec 22, 2011 08:59AM Nomura Securities on U.S. Banks - Mortgage Update: Refi and Gain on Sale

Dec 7, 2011 01:30PM Barclays on Large-Cap & Mid-Cap Banks: 3Q11 Asset Quality Almanac: Improvement Continues, But the Pace is Slowing

Nov 15, 2011 08:17AM Berkowitz's Fairholme Adds More BofA (BAC), Liquidates Morgan Stanley (MS) and Goldman Sachs (GS)

Nov 14, 2011 06:30PM Paulson's Paulson & Co. Releases Q3 2011 13F

Nov 14, 2011 05:04PM Berkowitz's Fairholme Shows New Stakes in AT&T (T), Verizon (VZ), Raised Stake in BofA (BAC), Sold Out of Morgan Stanley (MS), Lilly (LLY)

Nov 11, 2011 11:26AM Notable Analyst Rating Changes 11/11: (LSCC) (GNW) (DNDN) Upgraded; (CAG) (BRLI) (FSLR) Downgraded

Oct 31, 2011 05:32PM Berkowitz's Fairholme Out of Goldman (GS), Citi (C); Cuts Stake in Citi (C), Raises Position in BofA (BAC)

Oct 27, 2011 10:45AM Surprise, Surprise... Q3 Bank Results Weren't that Bad

Oct 14, 2011 10:40AM Notable Analyst Rating Changes 10/14: (ADTN) (GMCR) (AMP) Upgraded; (NCMI) (GPS) (ECL) Downgraded

Aug 15, 2011 05:43PM Paulson & Co. Slashes Stake in BofA (BAC), Citigroup (C); Shows New Stakes in Mosaic (MOS) and News Corp (NWSA)

Aug 15, 2011 04:52PM Berkowitz's Fairholme Shows New Stake in Jefferies (JEF), Ups Stake In AIG (AIG), BofA (BAC), Citi (C); Liquidates Cisco (CSCO)

Jun 30, 2011 01:54PM Barclays on U.S. Large-Cap & Mid-Cap Banks: Chipping Away at the Unknowns - Reducing Estimates Post Debit Ruling

May 20, 2011 01:16PM Berkowitz's Fairholme Picks Up Pharma Stakes, and Cisco (CSCO); Swaps General Growth (GGP) for Brookfield (BAM)

May 17, 2011 11:15AM George Soros' Hedge Fund Slashes Stake In Gold ETF (GLD), Raises Stake in Citi (C) and AT&T (T)

May 16, 2011 07:28PM Paulson's Paulson & Co Shows New Stakes In Alpha Natural (ANR), Family Dollar (FDO), HP (HP); Raises Transocean (RIG) and Liquidates Pfizer (PFE)

Mar 28, 2011 11:19AM Nomura Securities on U.S. Banks: Bullish on Big Banks, Neutral on Regionals

Mar 18, 2011 02:32PM Barclays on U.S. Large-Cap & Mid-Cap Banks: 2010 10-K Review & Other Current Events

Feb 15, 2011 03:25PM Paulson's Paulson & Co. Reduces Citi (C) Exposure; Keeps Gold Level; Likes Tech (STX)(RIG)ABX)(JPM)

Jan 26, 2011 10:45AM Notable Analyst Rating Changes 01/26: AKS, VZ, STX, SWFT Upgraded; JASO, CIEN, TLAB, RF Downgraded

Nov 18, 2010 08:54AM Banks Dividends Hikes Coming, But Will Likely Be Below Historical Payouts (JPM, PNC, WFC, more...)

Nov 16, 2010 09:59AM Paulson's Paulson & Co. Keeps Gold Rush Alive, Moves Out of Goldman and Increases Citi Stake (C, GS, ABX, APC, XOM, More...)

Oct 5, 2010 08:46AM JP Morgan Lifts Price Targets On a Host of U.S. Banks (C, USB, PNC, more)

Sep 29, 2010 11:56AM Paulson Sees $4,000 Gold and Says "Buy a Home"

Sep 8, 2010 05:24PM Big Banks May Be Left Out of Next Bank Takeover Surge

Aug 17, 2010 01:32PM John Paulson Shows New Stakes In Exxon Mobil (XOM) and Goldman Sachs (GS), Raises Pfizer (PFE) Stake

Jul 13, 2010 11:53AM Susquehanna Says Overweight Large-Cap Bank Group: Prefers JPM, BAC, WFC; Starts C at Neutral

Jul 7, 2010 09:09AM Citi Comments on Oil-Spill Impact on Southeast U.S. Banks

Apr 13, 2010 02:47PM UBS Gets Bearish on Four Regionals, Cites 'Sluggish' Growth in Revs (RF, HBAN, TCB, KEY)

Apr 5, 2010 11:15AM Deutsche Bank Raises Targets on Large Cap Banking Stocks Ahead of Q1 Results

Apr 1, 2010 10:41AM Notable Analyst Rating Changes 04/01: ANN, FL, OCR, AYI Upgraded; RIMM, BLK, DWA, AIB Downgraded

Mar 10, 2010 03:34PM Moody's Says Many U.S. Banks Will Remain Unprofitable in 2010

Mar 9, 2010 07:30AM The Race Is On for Laggard Banks to Payback TARP - Analyst (FITB, KEY, RF, STI, more...)

Feb 18, 2010 04:00PM Rosenstein's Jana Partners Q4 13F Breakdown: Ups Bets In Financials

Feb 17, 2010 10:28AM John Paulson's Paulson & Co Q4 13F Breakdown: Greatly Expands Positions in Banks, Remains Heavy In Gold

Jan 15, 2010 10:55AM Notable Analyst Rating Changes 1/15: AMD, NRG, K, OMX, PRIM Upgraded; TOL, INCY, AYR, CTCM, PAYX Downgraded

Nov 16, 2009 10:47AM Paulson Pick-Up Of Citigroup (C) Shares Is Nothing New

Sep 23, 2009 09:18AM Collins Stewarts Starts Banking Industry at Market Weight: BAC, FITB, JPM, STI at Buy; MTB, ZION at Sell

Aug 20, 2009 10:06AM Notable Analyst Rating Changes 8/20: SOL, JACK, PRU, LULU, CHA Upgraded; RF, BCSI, AZN, BUCY, JOYG, UA Downgraded

Aug 14, 2009 10:03AM Notable Analyst Rating Changes 8/14: C, RF, PVH, GPS Upgraded; AMGN, AVB, IRE, TCO Downgraded

Jul 21, 2009 09:29AM David Moenning's Daily State of the Markets: 7/21

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