Opinions Stuart Hinshelwood
JP Morgan Chase & CoJPMCOMMENTJul 12, 2013
Stock price when the opinion was issued
As of Jul 10, 2026. Market Open.
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There is also a Canadian CDR (hedged) version but he prefers the actual stock in US dollars. He doesn't like the hedged versions of stocks which neutralize the foreign exchange component and prefers the benefit of owning companies in US dollars. He owns this and other US financials. Canadian banks have done very well.
Gordon Reid
Still the biggest and best global bank in the world. A good time to buy is any day that ends in "y".
Brian MaddenVery good dividend growth trajectory last 10 years. Share buybacks. Best risk manager in the US banking space -- saw that firsthand in 2008. Keeps getting better and better. Yield is 1.95%.
(Analysts’ price target is $343.06)
Darren SissonsBit of delay in reward, but whole banking sector's in a great position. Tons of capital markets business coming on. Yield curve steepening is really the money driver behind borrowing/lending. Very strong trading numbers.
Gordon ReidCapital markets broadly are improving, so more investment fees should come through. Deregulation coming through, consumer not as badly off as feared. Good place to start looking, given the sector's lagged. Yield is 2%.
Stan WongAll the North American banks had a great 2025. JPM is the most profitable US one. The dividend yield is rising and financial results have been strong. Is the US bank to own.
Christine Poole
Best bank in the world. Owned in his firm's momentum and dividend-growers mandates.
Likes US banks, but likes Canadian banks better due to the tighter oligopoly and better ROEs. US money-centre banks are technology- and scale-advantaged compared to regionals.
Brian MaddenOne of the largest US banks, the gold standard. Leading across all divisions. Consistently delivers some of the strongest returns in the industry.
Just reported strong quarter, record trading revenue, earnings up 13%, revenue ahead of expectations. Pulled back on slightly higher expense guidance. Higher-quality name, trades at a premium (for good reason).
Citi is still a turnaround story. CEO has been simplifying the business -- cutting costs and focusing on strongest franchises. Strong quarter, beat on revenue and earnings. Outperforming peers. Cheaper, with more upside potential (but more risk if turnaround stops working).
She's sticking with JPM, but C is a reasonable choice if you like the turnaround angle.
Brianne GardnerIt is the best of the banks. Jamie Dimon who runs it is the best banker in the world and a major shareholder. It trades at a high multiple but with a 20%+ ROC it earns it. He has owned for 15 years. Headwinds would be an economic slowdown and Jamie getting older with the possibility of retiring.
Richard FoglerBought a long time ago as best-in-breed. US banking sector had a downdraft on worries of credit problems. But private credit issues aren't with the banks -- since 2008-2009, banks can't lend to those types of businesses.
Tim Regan
Really knocked numbers out of the park. The interesting thing is that the stock actually closed negative. This is telling you that a big part of this bank is investment banking and trading. Going forward, with what is happening with interest rates, the potential for debt origination and proprietary trading capital markets business are going to be lower. Thinks there is a lot of underlying risk. The shine of the Steady Eddie earnings grower over a longer period of time, is going away from the banker. There are a lot of questions on the raising of capital ratios and how they calculate those ratios. This is a bank that needs to feed off capital markets and he sees it kind of range bound in this area from here. He prefers Wells Fargo (WFC-N).