Academic journal article ABA Banking Journal

A Sell-Side Analyst Weighs In

Academic journal article ABA Banking Journal

A Sell-Side Analyst Weighs In

Article excerpt

Two things are required for public companies to provide for investors, said bank stock analyst James Schutz: 1. plenty of information, and 2. plenty of access to management. Meeting these requirements, Schutz acknowledged, will be very time consuming at the end of every quarter.

Schutz, who is director of research for the Financial Institutions Group of Sterne, Agee and Leach, Birmingham, ALa., has spent nearly a quarter century providing analysis of bank and thrift stocks. He presented a raft of advice to the bankers attending an investor relations session at ABA's National Conference for Community Bankers in February. Here are highlights:

* Provide investors and analysts with all the information that is publicly available. Nothing is more frustrating than having to call the bank for information that should be included in a press release. Also, ratios are very important.

* Return calls promptly. Don't hide anything.

* Proactively visit your major investors--twice a year at least. Boston and New York have many investors who specialize in community bank and small-cap stocks. …

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