Picture 1331.png1 drink short of Bank of Amerillwide necessitating a stomach pump, but no matter. Better late than never, right-o, BAC shareholders? (And for all you naysayers out there– this has nothing to do with him getting flack over Countrywide and Merrill which, we’ll say it again, were brilliant acquisitions whose genius is yet to be revealed but will one day be understood, the same day you’ll eat your words!)

Bank of America Corp. Chief Executive Officer Kenneth Lewis expects more mergers among U.S. banks as the economy stabilizes, and said his bank won’t be among the participants.
“Merger activity will pick up for others,” Lewis said in a speech in London today. “At Bank of America, we’ve got enough on our hands right now.”
Lewis, who spent more than $120 billion on acquisitions since becoming CEO in 2001, is still trying to quell investor doubts about his most recent purchases, which led to his ouster as chairman last month. The Charlotte, North Carolina-based bank bought home lender Countrywide Financial Corp. last July and brokerage Merrill Lynch & Co. in January as the financial industry was teetering near collapse.
The recession and credit crunch left the U.S. banking system with too much capacity, making absorption of weaker banks by stronger ones inevitable, Lewis said. Consolidation stalled over the past year as “severe market stress and disruptions made pricing difficult,” he said.


Bank of America’s Lewis to Sit Out Consolidation Wave
[Bloomberg]

Comments (29)

  1. Posted by guest | May 20, 2009 at 4:30 PM

    I encouraged this.
    – ken’s AA sponsor.

  2. Posted by guest | May 20, 2009 at 4:33 PM

    wow, BAC won’t be making anymore acquisitions? you show such restraint, ken lewis.

  3. Posted by guest | May 20, 2009 at 4:35 PM

    Auto erotic asphyxiation

  4. Posted by guest | May 20, 2009 at 4:36 PM

    he should buy citi without telling anyone. that’d be uproarious.

  5. Posted by guest | May 20, 2009 at 4:37 PM

    ken, quitters never prosper.

  6. Posted by guest | May 20, 2009 at 4:38 PM

    @1
    Of course, haven’t we heard this from him before. Something about having as much fun as he can stand in IB.
    Just you wait…. he’ll be back. A Bottle of Boone in one hand, and the papers in the other that contain his mad plan for BoA to become;
    BANK OF JPCITIGOLDAMERRYLWIDE!
    Boone’s favorite customer is gonna blow us all away one day! You can either climb on board, or get buried by the freight train that is
    BOONECLOPS!!!!

  7. Posted by guest | May 20, 2009 at 4:39 PM

    If I see him at any of my meetings It’s ON !

  8. Posted by guest | May 20, 2009 at 4:42 PM

    @6 = a drunk KL = FTW

  9. Posted by guest | May 20, 2009 at 4:43 PM

    He should sell BofA to HSBC

  10. Posted by guest | May 20, 2009 at 4:49 PM

    Really with his recent acquisitions it is a good idea to put the pen down for a bit. He would probably just buy NASCAR or WWE or UST.

  11. Posted by guest | May 20, 2009 at 4:50 PM

    Isn’t this old news and the result of BofA (meaning the commercial bank) bumping up against the 10% limit on US deposits at any one institution?

  12. Posted by guest | May 20, 2009 at 4:53 PM

    @11- isn’t this really old news? he said it today. so…no. (the notion that BAC shouldn’t be acquiring more companies should be old news, but considering Ken’s substance abuse problem, you never know when he’s going to go on a bender).

  13. Posted by Investorcluzo | May 20, 2009 at 4:54 PM

    famous fk’n last words. we have definitely heard this $hit before from kenny lew. and for more famous last words, let’s go back to 2007 when he had this to say:
    “This is a time that I don’t relish in the turmoil of the capital markets, because we’re not immune,” Lewis said Sunday. “But it does vindicate the idea that size and scale do matter. I see these times as a vindication of our model.”
    http://www.projo.com/business/content/BZ_WSJLEWIS_08-28-07_S16TBO4.266a21f.html
    $45 billion in tarp funds later…he’s ready to throw in the acquisition towel. you can take a hick out of the backwoods, but you can’t take the backwoods out of the hick…

  14. Posted by guest | May 20, 2009 at 4:56 PM

    @cluzo- where have you been?!

  15. Posted by guest | May 20, 2009 at 5:00 PM

    14 He offed himself when WFC went from $15 to $26

  16. Posted by guest | May 20, 2009 at 5:08 PM

    Um – Credit Card Reform Bill = inserted language in the bill giving gun owners the right to carry concealed weapons into the national parks.
    WTF?

  17. Posted by Investorcluzo | May 20, 2009 at 5:08 PM

    @14 – was traveling for work (some of us still do that @15), btwn meetings and 7 am flights, no time for blogs.
    @15 – the wfc was so 2 months ago. get over yourself (I have). I have come to realize that warren b has much greater means to manipulate the stock price than anyone looking at the fundamentals. that said, I made money on the trade (which, if you recall, were march $10 puts purchased in jan). I will say that I have since marveled at how the banks could rally in the face of massive dilution coming down the pike – remember econ 101, supply/demand. but what do I know?

  18. Posted by guest | May 20, 2009 at 5:20 PM

    @cluzo, not that you give a shit, but I’ve been silent on this issue for too long. How is it that you can consistently call KL a hick (even if it’s true), but the moment I call you a nig, I’m banned from DB for life?
    Is it a north/south thing?

  19. Posted by guest | May 20, 2009 at 5:40 PM

    @18 Whats a nubian ?

  20. Posted by Investorcluzo | May 20, 2009 at 5:42 PM

    @18 – seriously? are you going to go there? the term “hick/hillbilly” is used in jest. the “n” word has negative connotations dating back to days well before you or I were put on this earth (perhaps you should read a history book or two). if you don’t understand the difference between the terms, I can’t even begin to have a logical discussion with you. that said, the “n” word – as it is often used today – can refer to a white person, just as much as it can to a black person (still doesn’t make it acceptable). nonetheless, what you call me is irrelevant because you’re dead to me. given that you post as “guest”, I can’t even go back and review your prior asinine posts (do you even exist)? as for the north/south thing, I’m from the south and live in the north – so no.

  21. Posted by GoodAsGoldman | May 20, 2009 at 5:44 PM

    SAT Question:
    Whiskey to Ken Lewis is like ______ to Popeye.

  22. Posted by guest | May 20, 2009 at 5:55 PM

    @21 Olive Oil?

  23. Posted by guest | May 20, 2009 at 5:58 PM

    JC Flowers

  24. Posted by guest | May 20, 2009 at 6:00 PM

    BofA should sell itself to Charlotte’s second largest bank, Wa…oops, the Bank of Granite.

  25. Posted by guest | May 20, 2009 at 6:36 PM

    Ken Lewis is going to do a reverse merger with Raymond James.

  26. Posted by Lowly Assistant | May 21, 2009 at 12:23 AM

    22,
    That was all types of great.
    Cluzo,
    I can’t believe you wasted your time with that reply. Equities in Nashville is below us all, and I serve falafel in front of the trade center.

  27. Posted by guest | May 21, 2009 at 11:54 AM

    @21 The syllogism should read
    Whisky:KL::______:Popeye
    Answers:
    a) Spicy Fried Chicken
    b) Olive Oil
    c) Being reamed up the ass by Bluto (a.k.a Paulson)
    d) Boones
    e) Sweatpea

  28. Posted by guest | May 21, 2009 at 11:56 AM

    f) Spinach

  29. Posted by guest | May 21, 2009 at 1:09 PM

    You are all effing brilliant today, thank you from the bottom of my clay jug.
    KL

Leave a comment

You can log in with your account or comment as a guest below.