This is the fifth edition of Compelling Evidence. These are articles published in the past month dealing with the community banks and developments in this sector. The high cost of regulatory compliance, the need for massive IT spending and a less than robust economy are forcing banks to look for merger partners. The community banks are in a grow or die situation and this will lead to huge profits for investors clever enough to take advantage of it. Those that grow ill see their stocks price go up as a result of higher earnings and dividends while those that sell will do so at a premium to the current stock price.
To make the situation even more attractive there are several bank stock activists who are taking large stakes in certain small banks and pushing for changes that build shareholder value or the outright sale of the bank at a premium price. They have a very high success rate and those who invest in these target banks at an attractive price are in a position to see huge profits.
Take thirty minutes to scan these articles so you can realize that trade of the Decade and Boring Way to Get Rich in Stocks are not just tag lines to help me sell newsletter. They are real, they are happening and with better than 2 decades experience in small banks I can help you take advantage of this unique opportunity.
Scan the articles. Sign up here at a special offer price for Banking on Profits
ASBB Holders pushing for a sale
http://www.thestreet.com/story/13269878/1/asb-bancorps-top-stakeholders-demand-a-sale.html
Growing M&A
M&A Survival Strategy
http://www.bankdirector.com/index.php/issues/manda/time-to-develop-an-manda-survival-strategy/
Surviving in a Consolidating Sector
http://www.bankdirector.com/index.php/issues/manda/surviving-in-a-consolidating-industry/
Acquisition Strategy
http://www.bankdirector.com/index.php/magazine/archives/growth-issue-2015/boardroom-conversation/
Best Bank Buyers
http://www.bankdirector.com/index.php/magazine/archives/growth-issue-2015/the-top-10-bank-acquirers/
New Wave of M&A
Hedge fund activist buying bank
Gluttonous Bank
http://www.timyanbankalert.com/2012/08/northeast-community-bancorp-white.html?m=1
Bank Growth Vehicle
More bank takeovers ahead
http://www.reuters.com/article/2015/08/20/us-banks-m-a-idUSKCN0QP19520150820
Latest targets
Bank stock boogeyman
http://www.jaxdailyrecord.com/showstory.php?Story_id=545967#.VdOCvn0jqG0.twitter
Deal Hungry
Sweet spot
http://www.bankdirector.com/issues/analyst-forum/is-there-a-sweet-spot-for-bank-stock-pricing
GOP Good for M&A
Battling the big boys
http://www.businessinsider.com/this-tiny-startup-is-helping-small-banks-take-on-wall-street-2015-8
Small Banks big potential
http://online.barrons.com/articles/small-new-jersey-bank-has-big-upside-1439617211
M&A Opportunity
http://www.bankdirector.com/issues/manda/opportunities-in-growth-and-manda
Grow by Partnering
Banks and energy cycle
https://www.snl.com/InteractiveX/Article.aspx?cdid=A-33446915-12587
Vital to growth
http://www.rrstar.com/article/20150808/OPINION/150809575
Bright future?
More rules, less banks
http://overlawyered.com/2015/08/thousands-fewer-community-banks-under-dodd-frank/
Demise of the small bank
http://www.wsj.com/articles/the-demise-of-the-small-american-bank-1438382060
Old National on the hunt
http://mibiz.com/item/22754-old-national-could-add-to-gr-presence-in-12-18-months-via-m-a,-expansion
No New banks
http://www.cbinsight.com/only-3-new-u-s-banks-opened-since-2010.html
Bank M&A continues
http://www.mortgagenewsdaily.com/channels/pipelinepress/06042015-trid-news-bank-mergers.aspx
Bank Local
http://www.cbinsight.com/how-banking-local-can-benefit-you-and-your-community.html
Small Bank M&A
https://www.snl.com/InteractiveX/article.aspx?cdid=A-33403483-11574&KPLT=8
Virginia is for deal makers
https://www.snl.com/InteractiveX/article.aspx?cdid=A-33403577-11825&KPLT=8
Choking the life out of Main Street
http://www.washingtontimes.com/news/2015/jul/26/camden-fine-americas-regulatory-system-favors-mega/
Community Bank Decline
The campaign finance bank
Deal Trends
https://www.snl.com/InteractiveX/Article.aspx?cdid=A-33290432-14126
Reality Check
http://thefinancialbrand.com/52856/reality-checks-for-community-banks-switching-to-a-digital-model/
Yellen on Community Banks
https://www.cbcfrs.org/articles/2015/q2/conversation-with-yellen
The Perfect Community Bank
http://www.doyouget-it.com/2015/07/14/the-perfect-community-bank/
Can Community Banks Hack it?
Capital Plans
http://www.bankdirector.com/index.php/issues/strategy/why-your-bank-should-have-a-capital-plan/
Time to buy or time to sell?
http://www.bankdirector.com/index.php/issues/manda/how-to-completely-change-your-future/
Looking for a transformational deal
https://www.snl.com/InteractiveX/Article.aspx?cdid=A-33315262-11832
The weight of compliance costs
https://www.snl.com/InteractiveX/Article.aspx?cdid=A-33279017-12335
Massive headache
https://www.snl.com/InteractiveX/Article.aspx?cdid=A-33267057-11824
States due for a surge
http://online.barrons.com/articles/SB51367578116875004693704580469921342333104
Bank Growth
More smaller deals