"It's the vanilla ice cream of the banking sector."

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 18 April 2023

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

Now that all of the Big Banks have reported earnings, what stands out?

(00:21) Bill Mann discusses:
- Warren Buffett's recent comments about holding Bank of America
- CEO Brian Moynihan's persistence
- Johnson & Johnson's dividend hike and guidance boost
- Nvidia's unsurprising pricing power

(11:14) Robert Brokamp and Alison Southwick answer your questions about mortgages, recessions, and employee stock options.

Companies discussed: BAC, JNJ, PG, NVDA

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Transcript

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0:00.0	Your call is very important to us.
0:07.3	Please remain on the line to listen to the next available episode.
0:11.0	Motley full money starts now.
0:12.6	I'm Chris Hill joining me today.
0:22.3	Motley full senior analyst Bill Mann.
0:24.3	Good to see you my friend.
0:25.3	Well, we barely made it here.
0:28.4	There were some technical problems and the dozens of listeners don't care about that.
0:33.6	So let's just plow ahead, shall we?
0:37.2	I was speaking more towards our dueling back injuries.
0:42.3	Oh, well, there's that too.
0:44.2	But I also, there's only so much that doesn't care about that as well.
0:49.4	Before we get to Johnson and Johnson, we are through all of the big banks reporting.
0:56.2	We got Bank of America reporting this morning.
0:59.8	It started last week with JP Morgan, Wells Fargo City.
1:05.2	When you step back and look at the current state of the big banks, does anything in particular
1:12.0	stand out to you?
1:13.0	Whether it's any one banks result commentary from a CEO or any sort of through line that
1:21.4	you see among them.
1:24.0	I think maybe the most interesting through line happened both over the weekend when Warren
1:29.2	Buffett had his sit down with CNBC with Becky Quick.
1:34.5	He was noting that he sold out of banks, some of which he'd held for the last 25 years
	...

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