M&A And Regulatory Change Have Transformed Capital One's Outlook And Valuation

Wanting to like a stock is dangerous, as it’s easy to “tweak” assumptions and estimates to get the outcome that fits your bias. A case in point for me is Capital One Financial (NYSE: COF ). It’sAnalyst’s Disclosure: I/we have a beneficial long position in the shares of JPM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any ...