Our Ultimate Stock-Pickers’ Top 10 High-Conviction and New-Money Purchases
Several funds see value in financial services and healthcare.
Eric Compton
Eric Compton, CFA, is an equities strategist for Morningstar Research Services LLC, covering the U.S. and Canadian banking sectors, including the U.S. money center banks, U.S. regional banks, and the Big Six Canadian banks.
Before joining Morningstar in 2015, Compton was a business analyst for ESIS, a global provider of risk management products and a subsidiary of ACE Group. Compton holds a bachelor’s degree in applied health science from Wheaton College. He also holds the Chartered Financial Analyst® designation.
Latest
U.S. Bancorp Earnings: Slight Drop in Revenue Outlook, but Capital Build Should Remain on Track
We expect to lower our fair value estimate on U.S. Bancorp stock from $58.
Apr 19, 2023
3 Bank Stocks We Like Ahead of Earnings
Two regionals and one giant are among our top undervalued stock picks today.
Apr 5, 2023
Did the Bank Stock Selloff Go Too Far?
We’re lowering fair value estimates on eight regional bank stocks, but absent true bank runs, the headwinds appear factored in.
Mar 29, 2023
Our Ultimate Stock-Pickers’ Top 10 Dividend-Yielding Stocks
A majority of the top 10 dividend-yielding names are undervalued.
Mar 21, 2023
Top 10 Buys and Sells From Our Ultimate Stock-Pickers
Funds see value in a diverse range of sectors.
Mar 7, 2023
Our Ultimate Stock-Pickers’ Top 10 High-Conviction and New-Money Purchases
Several funds see value in consumer cyclical, industrials, and financial services.
Feb 22, 2023
Truist Pursues Sale of Minority Stake In Insurance Segment; Deal Highlights Undervaluation of Shares
We don’t plan to alter our $57 per share fair value estimate for Truist.
Feb 18, 2023
Why Citigroup’s Stock Is a Top Pick
Citi is the most undervalued U.S. bank stock Morningstar covers today.
Feb 15, 2023
No Surprises in Huntington’s Fourth-Quarter Results; Credit Still Looking Solid
Fair value estimate expected to remain at $16 per share.
Jan 25, 2023
Bank of America Beats Fourth-Quarter Earnings; Net Interest Income Outlook is Disappointing
We expect to slightly lower the stock’s fair value estimate as expenses come in higher than expected.
Jan 13, 2023
Wells Fargo’s 2023 Outlook Shows That the Net Interest Income Boom May be Over
Expenses were in line and should remain on track for another year.
Jan 13, 2023
Solid Q4 Results for Citigroup; Stock Remains Most Undervalued Among Banks
Strong net interest income leads gains; 2024 to be a critical year.
Jan 13, 2023
Solid Q4 2022 Earnings for JPMorgan; 2023 Outlook Is Good
Bank benefits from strong net interest income, but stock looking fairly valued.
Jan 13, 2023
Top 10 Holdings of Our Ultimate Stock-Pickers’ Index
Actively managed U.S. large-cap funds continued to lag in 2022.
Dec 20, 2022
Top 10 Buys and Sells From Our Ultimate Stock-Pickers
Funds see value in a diverse range of sectors.
Dec 6, 2022
Our Ultimate Stock-Pickers’ Top 10 High-Conviction and New-Money Purchases
Several funds see value in technology, healthcare, and consumer cyclical.
Nov 22, 2022
Huntington Posts Q3 Earnings With Net Interest Income Growth Coming in Strong
Huntington stock’s fair value estimate maintained at $16; company remains the highest dividend yielding stock among our traditional U.S. bank coverage.
Oct 25, 2022
Bank of America Earnings: Q3 Results Largely as Expected
Expenses look to be higher than anticipated for 2022, but net interest income is still climbing.
Oct 18, 2022
Citigroup Stays on Track in Third Quarter; 2023 Guidance Next Quarter Will Be Next Key
There remains a long road ahead for the bank to grind through the many steps of its turnaround.
Oct 14, 2022