I agree, an investor cannot review the individual loans, in a bank’s portfolio, to determine overall credit risk. OTOH, it’s not hard to learn the type and breakdown of loans a bank is holding.
There’s definitely significant risk in all bank stocks! However, there’s also significant potential return. You expressed similar, very appropriate, risk concerns in April. CFG and CMA have posted solid returns since...
https://forums.dukebasketballreport...07#post1249007
Every trade requires a difference of opinions and I’m due (mean regression) for a big miss! However, I still think C will hit 70 in the next 12 months.