NYSE:JPM

JP Morgan Chase & Co (JPM)

333.64
-1.63 (0.48%)
as of Oct 21, 2026, 2:36:00 pm Market Open.
556 watching
0
COMMENT
They have a lot of room to go. He sees % growth. Capital ratios are very good. Return on equity is among the highest. It's a play on the US doing well and global growth. You can do well buying and holding this long-term.
BUY
He'd step into it. It's a sector leader. Didn't have a good Q4, but no bank did. It's an opportunity now. Pays a good dividend and run by a good CEO.
PAST TOP PICK
(A Top Pick Feb 13/18, Down 6%) The US bank sector took a hit in December and it has not quite recovered entirely yet. This is her play on the US economy and they have the largest holding of US investor holdings. They increased the dividend by 40% last year and the yield exceeds 3%. It trades at 10 times earnings -- below historical norms. Yield 3.1%.
PAST TOP PICK
(A Top Pick Feb 14/18, Down 9%) Surprised and confounded him. Banks in Canada as well as America took a dive last year. JPM is a one-stop banking shop in the US: commercial banking, investment banking, personal banking. They recently rose their dividend. At the time, interest rates rose, so he though this sector would do quite well. It didn't. He's more positive on US banks vs. Canadian, because of de-regulation there. He's confident in management.
PAST TOP PICK
(A Top Pick Feb 16/18, Down 11%) It's going to have some resistance about $100. He thinks it is a quality bank and soon we should see a challenge of the previous high at $120.
COMMENT
BAC or JPM? He owns JP Morgan, but likes BAC as well. Overall, JP Morgan has been a premium bank in the US since the recession. The US banks are trading extremely cheap -- he likes both.
DON'T BUY
The ruling today for $135 Million is a trivial amount. They are one of the best banks in the world. We have 200 years of history with markets and they have been under-performing markets except for a few 3-5 years periods. Interest rates right now are not good for them. Credit provisioning is relatively low and can only go up. But we could have years of strong credit performance. JPM-N is definitely a great company it the question is whether to own banks. Big banks are growing somewhere between 0 and .2 percent.
WATCH
All the US major banks look the same. Chart is better than Goldman Sachs. It's broken, but is it flat-out broken? It's not been annihilated. In short-term, it will probably bounce up, but if we're in a bear market, it will go down with everything else. If there's a bounce, the banks will be the leaders. The next week will be key.
PAST TOP PICK
(A Top Pick Jan 03/18, Down 5%) US banks have a fared a bit better than Canadian ones. A long-time base around $100 for JPM. A good risk-to-reward is being set up now. Seasonality is happening now. Limited downside and much upside.
TOP PICK
Yield is now 3.2% trading at 11 times earnings. Was at $120 not long ago. They generate so much excess cash flow from their earnings that could probably return 4-5% of their capital in terms of stock repurchases. One of the best-run banks in the world. International presence with a lot of opportunities. (Analysts’ price target is $123.85)
COMMENT
JP Morgan vs Citi Group – He likes the American banks. They took profit on JP Morgan a while ago although he thinks it is a more premium holding. CITI is a cheaper stock and he thinks they are planning to do a share buy-back. He prefers to own Bank of America.
PAST TOP PICK
(A Top Pick Feb 14/18, Down 4%) Should be doing well in rising rates, but the return isn’t what he expected. Profits good, returning money to shareholders, investing in technology. Expect good things in US.
WAIT
The US banks are interesting, but the market is terrible now. Wait. This stock is doing well for him. The US banks should do well as interest rates rise. You can continue to buy this.
BUY ON WEAKNESS
They have been moving in a consolidation pattern. He thinks it is going to bounce from that. it is a good trade. He would wait until it reach to its support level.
BUY

They have the highest return on tangible common equity and the best growth rate among US banks. Citigroup is fine too and they beat Q3 earnings by 5 cents and raised their full-year guidance. For both, he sees 20% EPS growth. It's cheap at 9x earnings.

Showing 271 to 285 of 604 entries