NYSE:GS

Goldman Sachs (GS)

942.00
-9.47 (1.00%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
229 watching
0
COMMENT
He's staying with it despite it hitting 52-week lows now. He expects it to go lower. The fundamentals for all financials will deteriorate this quarter, but they will recover.
PAST TOP PICK
(A Top Pick Jan 22/21, Up 13.06%) Selloff is an amazing opportunity. Trading at 1.2x tangible book, PE of around 10x. Dividend will probably grow double digits over next 5 years. Best in class global investment banking.
COMMENT
There will be a pretty bad quarter in their investment banking businesses among the US banks. Rough. Who is buying SPACs anymore and where are the IPOs? He likes the managers of both banks and these shares will be higher in a year.
COMMENT
(He used to work here.) It was the best bank last year, but shares lag its peers a lot. It has one of the lowest PEs on the S&P.
BUY
In addition to rising rates, she also likes financials that have asset managers or investment arms or broker dealers. The more volatility we're seeing, those who trade stocks bonds traders make money on that flow, and so they will do better and get more trading volumes. Also, trading platforms (that make money on the trading of securities) will do well in the next cycle.
PAST TOP PICK
(A Top Pick Jan 22/21, Up 22%) Financials are cheap, will benefit from rising interest rates. Buying back a whack of shares, raising dividend by 50-50%. Evil geniuses. A core holding.
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PAST TOP PICK
(A Top Pick Jan 28/21, Up 29.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GS has triggered its stop at $360. To remain disciplined, we recommend covering the position at this time.
BUY
U.S. bank forecast The yield curve won't invert. If so, it will pressure the bank margins. The banks had a good catch-up in 2021. You have to own them because of coming loan growth. Also, he sees M&A increasing a lot in 2022, another tailwind.
STRONG BUY
They reported a blow-out today, a monster earnings and sales beat. Shares jumped 3.8% today. Sells at 10x earnings and still trading below its August peak. Q3 net revenues were up 31% YOY. This is their best year in history. Nearly a slam-dunk stock.
BUY
They report Friday. He expects a good report--expenses are under control, the wealth management business is strong while fixed income is pretty cool. Corporate finance strong. The good thing about this stock is that it actually tracks the earnings.
WAIT
They always seem to have unexpected gains or losses. Often controversial. New leadership, tremendous staff turnover. A black box as to what it actually owns. Trying to diversify revenue streams. Reasonable PE multiple. Its performance will track closely the movement of the capital markets. Invest on bad news, not during good news.
BUY
Really likes the broker dealers and those who have transitioned to asset management. Great job growing asset management business. Stock's pulled back to its 150-day MA. He'd buy it absolutely. Business will continue to grow nicely. Will probably see 20% dividend growth going forward.
BUY
Capital market business is on fire in the US. There is tremendous amounts of liquidity. Goldman has been successful in this business. Chosen to go with other opportunities with banking, loan spreads, but still likes this.
BUY
GS trades at a super-low PE even after its 56% run this year. Crazy cheap.
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