Barclays Bank PLC

BCS-N

NYSE:BCS

5.54
0.00 (0.00%)
Barclays plc is a British multinational investment bank and financial services company headquartered in London.
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Analysis and Opinions about BCS-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 28, 2016

(Market Call Minute) Prefers UK REITs to UK Banks at this point in the cycle. The UK is ready to lower rates to stimulate the economy.

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(Market Call Minute) Prefers UK REITs to UK Banks at this point in the cycle. The UK is ready to lower rates to stimulate the economy.

PAST TOP PICK
PAST TOP PICK
June 16, 2016

(A top Pick July 8/15. Down 40.54%.) Sold this a while ago. Had liked it because he felt they were going in a certain direction about reducing their investment bank and cutting back on certain areas. Then there was a big CEO change, there was just too much turmoil.

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(A top Pick July 8/15. Down 40.54%.) Sold this a while ago. Had liked it because he felt they were going in a certain direction about reducing their investment bank and cutting back on certain areas. Then there was a big CEO change, there was just too much turmoil.

COMMENT
COMMENT
March 21, 2016

A UK based bank, and is being caught up in all the problems in Europe, especially in the downdraft that happened last month with Deutsche Bank. This bank is going through a lot of restructuring, and at some point will stabilize itself. They need to decide whether they want to be an investment bank or not. He would rather wait until that is over.

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A UK based bank, and is being caught up in all the problems in Europe, especially in the downdraft that happened last month with Deutsche Bank. This bank is going through a lot of restructuring, and at some point will stabilize itself. They need to decide whether they want to be an investment bank or not. He would rather wait until that is over.

COMMENT
COMMENT
February 11, 2016

Primarily a UK retail bank with credit card businesses and wealth management and a global investment bank. Feels the global investment bank, especially on the fixed income side, which was their primary business before they bought Lehman Brothers, is having a really difficult time and they’ve had to cut back on that. It has taken away from the earnings on the retail side. The bank is restructuring and he felt the banking industry was getting a little bit more difficult, so he sold his position. Trading well below BV.

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Barclays Bank PLC (BCS-N)
February 11, 2016

Primarily a UK retail bank with credit card businesses and wealth management and a global investment bank. Feels the global investment bank, especially on the fixed income side, which was their primary business before they bought Lehman Brothers, is having a really difficult time and they’ve had to cut back on that. It has taken away from the earnings on the retail side. The bank is restructuring and he felt the banking industry was getting a little bit more difficult, so he sold his position. Trading well below BV.

PAST TOP PICK
PAST TOP PICK
November 9, 2015

(A Top Pick Oct 30/14. Up 1.67%.) Got rid of their CEO and brought in a new one. Returns have been very low and the stock price is very poor. Have some really great assets including a great retail business in the UK, a great card business, a good African banking business and a great investment banking business, which is using a lot of their capital and they had to downsize it.

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Barclays Bank PLC (BCS-N)
November 9, 2015

(A Top Pick Oct 30/14. Up 1.67%.) Got rid of their CEO and brought in a new one. Returns have been very low and the stock price is very poor. Have some really great assets including a great retail business in the UK, a great card business, a good African banking business and a great investment banking business, which is using a lot of their capital and they had to downsize it.

TOP PICK
TOP PICK
October 2, 2015

It has been reasonably flat and has a decent dividend yield. The challenge with Canadian banks is the book value. With the fortification of BCS-N’s balance sheet he feels it is in much better shape. What he likes is that it stacks up well in terms of it’s discount. He likes the European footprint.

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It has been reasonably flat and has a decent dividend yield. The challenge with Canadian banks is the book value. With the fortification of BCS-N’s balance sheet he feels it is in much better shape. What he likes is that it stacks up well in terms of it’s discount. He likes the European footprint.

PAST TOP PICK
PAST TOP PICK
October 1, 2015

(Top Pick Sep 24/14, Up 1.70%) He likes it because he thought the new management would restructure the business. Another change in management should now push along the restructuring much faster. They have good franchises.

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(Top Pick Sep 24/14, Up 1.70%) He likes it because he thought the new management would restructure the business. Another change in management should now push along the restructuring much faster. They have good franchises.

PAST TOP PICK
PAST TOP PICK
August 20, 2015

(A Top Pick Aug 14/14. Up 14.95%.) People disliked the stock, but they have some very important franchises. A great retail bank in the UK, good presence in Africa, great credit card business and a reasonable asset management business. They bought Lehmans Investment Bank, and that is the big issue with this company. There are a lot of capital issues that they face, but they are changing that and that is where the upside is.

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(A Top Pick Aug 14/14. Up 14.95%.) People disliked the stock, but they have some very important franchises. A great retail bank in the UK, good presence in Africa, great credit card business and a reasonable asset management business. They bought Lehmans Investment Bank, and that is the big issue with this company. There are a lot of capital issues that they face, but they are changing that and that is where the upside is.

TOP PICK
TOP PICK
July 8, 2015

Not an expensive stock. .7 times book value. Their problem is that it has been too beauracratic, they are moving away from that. Have a great franchise in retail, cars, and Africa. They will continue to do well.

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Not an expensive stock. .7 times book value. Their problem is that it has been too beauracratic, they are moving away from that. Have a great franchise in retail, cars, and Africa. They will continue to do well.

HOLD
HOLD
February 3, 2015

Thinks interest rates will rise in the US 1st, followed by the UK. If we see interest rates rise within 6-18 months in the US, he thinks the UK will be at least 18 months behind. UK economy is strengthening quite nicely, so continental Europe will be behind that. The big catalyst will be higher interest rates. Also, the government still has an interest in it. At these levels it is fine.

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Barclays Bank PLC (BCS-N)
February 3, 2015

Thinks interest rates will rise in the US 1st, followed by the UK. If we see interest rates rise within 6-18 months in the US, he thinks the UK will be at least 18 months behind. UK economy is strengthening quite nicely, so continental Europe will be behind that. The big catalyst will be higher interest rates. Also, the government still has an interest in it. At these levels it is fine.

BUY
BUY
December 31, 2014

Fixed income takes up a lot of their capital so they are moving to reducing it. They are looking at their core banking franchise and looking at global customers. Great retail franchise and a great card business plus a great wealth management business. This all helps them to do very well. It is under restructuring but if you buy it here it will do well over the next 2-3 years.

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Barclays Bank PLC (BCS-N)
December 31, 2014

Fixed income takes up a lot of their capital so they are moving to reducing it. They are looking at their core banking franchise and looking at global customers. Great retail franchise and a great card business plus a great wealth management business. This all helps them to do very well. It is under restructuring but if you buy it here it will do well over the next 2-3 years.

TOP PICK
TOP PICK
October 30, 2014

Stock has been pushed down because of issues, that they will solve like a lot of the other banks did. Have a great retail franchise in the UK. Had a retail franchise in Europe which was poor, so they are getting out of those. Barclays credit card, although down, is a great asset to have. They have asset management. Also, have the investment bank, which has been their big problem. Had bought Lehman Brothers out of bankruptcy. Also, were very large in the fixed income side, which takes up a lot of capital. They are fixing those problems.

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Barclays Bank PLC (BCS-N)
October 30, 2014

Stock has been pushed down because of issues, that they will solve like a lot of the other banks did. Have a great retail franchise in the UK. Had a retail franchise in Europe which was poor, so they are getting out of those. Barclays credit card, although down, is a great asset to have. They have asset management. Also, have the investment bank, which has been their big problem. Had bought Lehman Brothers out of bankruptcy. Also, were very large in the fixed income side, which takes up a lot of capital. They are fixing those problems.

TOP PICK
TOP PICK
September 24, 2014

Bought Leman Brothers. They are now a very substantial investment bank. It is a great franchise in the UK and they have a great wealth management business. They are going to be a smaller investment bank so their cost structure will go down. Their Barkley’s card is quite strong.

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Barclays Bank PLC (BCS-N)
September 24, 2014

Bought Leman Brothers. They are now a very substantial investment bank. It is a great franchise in the UK and they have a great wealth management business. They are going to be a smaller investment bank so their cost structure will go down. Their Barkley’s card is quite strong.

TOP PICK
TOP PICK
August 14, 2014

Trades at about 0.6X Book and will be trading at about 7 or 8 times next year’s earnings. In their last earnings, their personal and commercial business was up a fair bit. They bought Lehman Brothers and took a lot of the fixed income business and put it into what they call a “bad bank” and are slowly disposing of it. They are really going back to their traditional retail business. They’re going to keep the investment bank, but are going to be a much more smaller bank giving a better return on equity.

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Trades at about 0.6X Book and will be trading at about 7 or 8 times next year’s earnings. In their last earnings, their personal and commercial business was up a fair bit. They bought Lehman Brothers and took a lot of the fixed income business and put it into what they call a “bad bank” and are slowly disposing of it. They are really going back to their traditional retail business. They’re going to keep the investment bank, but are going to be a much more smaller bank giving a better return on equity.

DON'T BUY
DON'T BUY
June 26, 2014

This is very, very negative. One thing that is nice is that it opened up at one price and closed slightly higher. It is almost impossible to tell where it is going to go.

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This is very, very negative. One thing that is nice is that it opened up at one price and closed slightly higher. It is almost impossible to tell where it is going to go.

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