14 Quotes by Andrew Collins

You don't know what they're measuring, and they don't tell you.

We're looking at a pretty favorable environment for bank stocks, and financials in general, over the next three-to-six months. But what I would say is that there's still a little bit of an overhang in terms of the commercial banking sector, due to credit quality concerns. So that's going to weigh heavily on the banks. But we could see growth in some of the other areas. Brokerage continues to be very strong,

Last year, we were the no-name team and we came out from nowhere. And this year, we have to keep our name and show people that we can still play.

From here on in we can start looking at some of the bank stocks (as targets), because investment banks are going to start looking at banks going in the reverse direction. Everybody wants to be a one-stop shop.

I think you need to be selective in terms of the commercial banks. We've done a lot of studies in terms of credit quality in trying to figure out which ones really are at risk and which ones aren't. And I think that some of them are overly discounted at this point, like Chase Manhattan, Bank of America and Wells Fargo,

I think a lot of it had to do with fixed income, foreign exchange and derivatives, ... I think there will be a rebounding in capital markets in the second quarter. I expect them to bounce back with a more healthy investment banking business.

I think that investors, particularly in the financial sector, will cease focusing on interest rates, if they haven't already, and will increasingly focus on credit quality. But I think that if the economy continues to chug along, say at a 2-to-3 percent growth level, we won't see that impact credit quality in any meaningful way.

Deutsche certainly is left out in the lurch in this one, so they're going to be that much more eager to do a deal over here.

Banks are now recognized as providers of financial services.