NYSE:MS

Morgan Stanley (MS)

189.17
-1.44 (0.76%)
as of Nov 12, 2026, 9:00:00 pm Market Closed.
73 watching
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DON'T BUY
Has very little idea what their exposure is to the sovereign bonds, to the CDS’s on those bonds or European bank bonds. Because of this, he would not be a buyer.
STRONG BUY
One of the 2 independent pure investment banks left in the world. (The other is Goldman Sachs (GS-N).) A lot of things that drive their business, like M&A, new stock issues, trading, etc. has slowed down a lot. At these levels, it is probably a very strong buy.
DON'T BUY
After the first rally in 2009, he has been very cautious and negative on financials, specifically investment banks. All the major parts of these businesses are challenged. Concerns around credits continue to be an issue.
COMMENT
A good franchise. Prefers Goldman Sachs (GS-N) because of better valuations.
COMMENT
Has been looking at this one recently. Got battered like every big US brokerage firm. Have great Japanese exposure. Recapitalized and have reduced their risk level in a significant way. There will be big dividend growth.
DON'T BUY
Stock is back to almost 52-week lows. Whole group has sold off recently. He owns Goldman. Prefers the premier company in the industry. Catalyst out there is M&A activity.
PAST TOP PICK
(Top Pick May 3/10, Up 0.47%) Floating Rate Note 0.46% maturing Feb/23/12.
TOP PICK
Expects same as Goldman. Views this as an opportunity to buy on weakness. It is an attractive entry point with a strong franchise. Have been transitioning to a more sustainable business model.
BUY
2nd largest US independent investment bank. Very good franchise and has done very well. Expecting a lot more M&A activity in 2011. Trading below 10X earnings.
BUY
Likes US financials. Would be included to own it right here. Thinks there is a bottom in US financials. Has JP-N, C-N, BAC-N.
BUY
Have just started accumulating an equity position on this. Undervalued.
TOP PICK
Floating Rate Note 0.46% maturing Feb/23/12. A 2-year play. He is comfortable with this name, as it has gone through all the cycles that the other US financials have. Floating rates give you a hedge against rising rates. Has a 4.4% coupon, which will rise.
TOP PICK
Buy Jan $30 Calls at $4.85. Likes the brokerage side of the US financials. Speculative.
HOLD
Likes financials in general especially where there are some investment banking operations.
COMMENT
If you have a long-term outlook, this is a Buy. Management is sound. If you are looking to do a trade, this is not the time.
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