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UPDATE - UBS Starts TCF Financial (TCB) at Buy, $15 Target

November 8, 2011 11:30 AM EST
TCB Hot Sheet
Rating Summary:
    5 Buy, 4 Hold, 5 Sell

Rating Trend: Down Down

Today's Overall Ratings:
    Up: 16 | Down: 7 | New: 23
UPDATE - UBS initiates coverage on TCF Financial (NYSE: TCB) with a Buy rating. PT $15.

UBS analyst says, "Mitigating fee factors remain underappreciated: The effects from Regulation E and debit interchange are reflected in our estimates. To the extent that offsets materialize, this could lead to positive EPS revisions. We believe that these offsets will take many forms and include more than just fee for fee substitution."

"Earnings power remains superior: Even with recent regulation, TCB remains a highly profitable franchise. Its specialty lending niches should continue to provide venues for growth. Core funding continues to support an above-average margin...We expect significant TBV growth in 2012 and beyond as earnings drivers engage."

To See Ratings Summary & History on ,TCB Click Here


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