NYSE:MS
Morgan Stanley (MS)
214.38
+1.72 (0.81%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
73 watching
Financials 
Technical Analysis 0
COMMENT
Many feel this stock has gotten ahead of itself, up 51% YTD and trades at 14x earnings. It's no longer a traditional investment bank, but rather a wealth advisor for all sorts of demographics which is a better business. To compare, the other big investment bank, Goldman-Sachs trades at 7x earnings and up 55% YTD.
investment companiesfunds
BUY
Reported a blow-out quarter last week and rallied a bit last week. CEO is making MS more stable with stable earnings. That's why he bought Etrade and Eaton Vance. Their wealth management and investment management business saw $250 billion in inflows in the first half of 2021. It's the most expensive bank stock for good reason. It's as risk-free as you can get. He bought on today's sell-off.
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PAST TOP PICK
(A Top Pick Jul 23/20, Up 89%) Reports tomorrow. Not as reliant on a loan book as others. Half of revenues come from wealth management, which has done extremely well. Doubled dividend. Over-capitalized.
Gordon ReidOwned
investment companiesfunds
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Premium contentPAST TOP PICK
(A Top Pick Oct 29/20, Up 88.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MS is progressing well. We now recommend trailing up the stop (from $75) to $85. If triggered, this would all but guarantee a net investment return of 50%, when considering our previous recommendation to cover 50% of the holding.
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STRONG BUY
It is the largest wealth manager in the US. They reduced their dependence on investment banking derivatives. They have done a fantastic job. He continues to be very bullish on the stock and they will benefit if we get an uptick in interest rates and inflation.
Lorne SteinbergOwned
investment companiesfunds
BUY
He's been happy to own this for years. Today's they're more of an asset manager generating more than 50% of revenues. They bought eTrade and other companies. They are less sensitive to interest rates and more so to trading volumes.
Gordon ReidOwned
investment companiesfunds
TOP PICK
Largest wealth manager in the US, an area they excel in. Recent acquisition will give them more depth in that field. De-emphasized the riskier parts of the business. 13x earnings. Double digit earnings and dividend growth for next several years. Winner in an inflationary environment. Yield is 1.56%. (Analysts’ price target is $90.92)
Lorne SteinbergOwned
investment companiesfunds
PAST TOP PICK
(A Top Pick Aug 24/20, Up 66%) Highest class US bank. Wealth management rather than lending money. Will benefit from economic boom in the next 4-5 years.
Bruce MurrayOwned
investment companiesfunds
BUY
The financial index has only just started to do well. MS recently broke out to a new high since moving sideways for years. The outlook for bond trades is good with interest rates going up. At least for the next year, it should be a good investment.
Norman LevineOwned
investment companiesfunds
BUY
The CEO has done a remarkable job. He owns its peers (JPM, Wells Fargo), but MS has the best business model and their acquisitions have been good. He regrets not buying this.
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Premium contentPAST TOP PICK
TOP PICK
Turned from institutional fixed income to wealth management. Acquisitive. Inexpensive. Well managed. Technically, stock price looks very attractive. Yield is 2.19%. (Analysts’ price target is $64.90)
Gordon ReidOwned
investment companiesfunds
HOLD
Financials are waiting for the U.S. yield curve to steepen and this is now happening. MS also benefits from underwriting which is accelerating. MS has also increased their space in the personal area--MS used to deal with the rich, top-end people in America, but now serve the common mainstream. Stick with it.
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Premium contentPAST TOP PICK
(A Top Pick Oct 29/20, Up 24.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK has achieved its price objective at $60. To be disciplined, we are recommending covering 50% of the position. We also recommend trailing up the stop to $48.50 -- just above the original recommended entry level.
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