Opinions Zachary Curry 
Goldman SachsGSPAST TOP PICKJun 05, 2018
Zachary Curry Stock price when the opinion was issued
As of Jul 21, 2026. Market Open.
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Absolutely spectacular earnings. Up 7% today off its earnings report, one of the best moves we've seen this season. Major breakout, new all-time high. Attracting capital, attracting interest. Rapidly climbing within his RSI universe. Yield is 1.75%.
(Analysts’ price target is $1109.73)
Colin CieszynskiDifferent businesses. LLY is a big play in GLP-1 drugs. How will pills effect the injections business? LLY has done a good job of navigating these new pills. GS enjoys increased stock market and IPO businesses. He prefers LLY, which is tied to a secular growth trend, but GS' good times in capturing revenue in this cycle will end.
They just raised their dividend from $4.50 to $5, 11% higher.
Kevin SimpsonMergers are increasing, and banks like GS makes advisory fees from them. Also, the banks have been rallying since oil slumped, and will benefit further from rising interest rates, which appears will happen later this year. Plus, hyperscalers may need to keep borrowing money to keep competing with each other.
A dividend pick. Dividend are one of the best, easiest ways to hedge against inflation. This is a dividend grower, increasing each year by nearly 22% annually over the past 5 years. The total return over 3 years is 248%.
Kevin Simpson
Likes US large banks -- will continue to benefit from deregulation and a sturdy economy. Citi is the most technically sound of the group.
Stan Wong
(A Top Pick May 24, 2017. Up 4%). This company is doing well but it disappointed investors when it didn’t announce buybacks in its last earnings call. He thinks Goldman is acting responsibly and putting its money to work on growth. Late cycle business activity includes a lot of mergers and acquisitions, which Goldman Sachs will benefit from. They are also continuing to grow their bank and earning good returns. The growth rate from investing their cash flow in this is better than investors would get from dividends and buybacks. He is buying the company on its dip, expecting the stock to rise as interest rates rise.