Commerce Bancshares: Excess Capital Makes Shares Attractive

Shares of Commerce Bancshares ( CBSH ) have been a poor performer over the past year, losing about 12% of their value. Investors have been particularly concerned about its credit quality, as it has built reserves and other banks have faced large loss events inOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an art ...