Topics covered: Regulatory and Loan Growth Headwinds, Regionals Put Liquidity to Work, Outperformance and Heated Valuations for Texas Banking, A Surge in M&A Deals
Companies covered: Solera Holdings, Inc. (NYSE:SLH), IHS Inc. (NYSE:IHS), FactSet Research Systems Inc. (NYSE:FDS), Walmart Inc. (NYSE:WMT), Western Alliance Bancorporation (NYSE:WAL), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), J P Morgan Chase & Co (NYSE:JPM), International Bancshares Corporation (NASDAQ:IBOC), Glacier Bancorp, Inc. (NASDAQ:GBCI), CVB Financial Corporation (NASDAQ:CVBF), Comerica Incorporated (NYSE:CMA), CoBiz Financial Inc. (NASDAQ:COBZ), City Holding Company (NASDAQ:CHCO), Zions Bancorporation (NASDAQ:ZION), Whitney Holding Corp., Westamerica Bancorporation (NASDAQ:WABC), United Bankshares, Inc. (NASDAQ:UBSI), SunTrust Banks, Inc. (NYSE:STI), Sterling Bancshares Inc., Pacific Premier Bancorp Inc (NASDAQ:PPBI), PacWest Bancorp (NASDAQ:PACW), Marshall & Ilsley Corporation, First Pactrust Bancorp Inc., City National Corporation (NYSE:CYN), Columbia Banking System, Inc. (NASDAQ:COLB), Washington Federal Inc., Umpqua Holdings Corporation (NASDAQ:UMPQ), Prosperity Bancshares Inc., Nara Bancorp Inc., First Financial Bancorp. (NASDAQ:FFBC), East West Bancorp, Inc. (NASDAQ:EWBC), Center Financial Corporation, Cullen/Frost Bankers, Inc. (NYSE:CFR), Bank of Hawaii Corporation (NYSE:BOH), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Automatic Data Processing, Inc. (NASDAQ:ADP), Western Union Company (The) (NYSE:WU), Robert Half International Inc. (NYSE:RHI), ManpowerGroup (NYSE:MAN), Iron Mountain Incorporated (NYSE:IRM), Genpact Limited (NYSE:G), Fiserv, Inc. (NYSE:FI), Fidelity National Information Services, Inc. (NYSE:FIS), ExlService Holdings, Inc. (NASDAQ:EXLS), Convergys Corporation (NYSE:CVG), Accenture plc. (NYSE:ACN), Wilshire Bancorp, Inc. (NASDAQ:WIBC), SVB Financial Group (NASDAQ:SIVB), Vectren Corporation (NYSE:VVC)
