Barclays Bank PLC

BCS-N

NYSE:BCS

6.27
0.32 (5.38%)
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
COMMENT
COMMENT
April 16, 2014

Some of these banks are a little sloppy because of a Ukraine situation. Feels there are opportunities in the banks because we have basically been going sideways for so long, but you really have to pick and choose. (See Top Picks.)

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Some of these banks are a little sloppy because of a Ukraine situation. Feels there are opportunities in the banks because we have basically been going sideways for so long, but you really have to pick and choose. (See Top Picks.)

BUY
BUY
January 9, 2014

Lloyds with a big investment bank stapled onto it. Big credit card business. Investment bank is the sore spot. Others have taken a lot of costs out of their businesses. They think better things are ahead for this part of the business. This one is cheaper on a valuation basis than others. Thinks it should do well.

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Lloyds with a big investment bank stapled onto it. Big credit card business. Investment bank is the sore spot. Others have taken a lot of costs out of their businesses. They think better things are ahead for this part of the business. This one is cheaper on a valuation basis than others. Thinks it should do well.

BUY
BUY
October 28, 2013

(Market Call Minute.) Banking in the UK is improving. Have new management, which is trying to concentrate on more and steadier businesses like asset management.

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Barclays Bank PLC (BCS-N)
October 28, 2013

(Market Call Minute.) Banking in the UK is improving. Have new management, which is trying to concentrate on more and steadier businesses like asset management.

COMMENT
COMMENT
October 24, 2013

Higher interest rates are going to cure their past issues. Probably a higher risk than Lloyd’s (LYG-N) or HSBC (HBC-N). If you’ve held it for a long period of time, your choices are a) double down or b) Sell and move into HSBC if you want financial exposure. However, he feels there will be more upside over a 3-5 year period.

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Barclays Bank PLC (BCS-N)
October 24, 2013

Higher interest rates are going to cure their past issues. Probably a higher risk than Lloyd’s (LYG-N) or HSBC (HBC-N). If you’ve held it for a long period of time, your choices are a) double down or b) Sell and move into HSBC if you want financial exposure. However, he feels there will be more upside over a 3-5 year period.

PAST TOP PICK
PAST TOP PICK
September 5, 2013

(A Top Pick September 13/12. Up 31.57%.) Still thinks this is very undervalued. Trading at only 7-8 times earnings, well below its global peers. Still room to go.

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Barclays Bank PLC (BCS-N)
September 5, 2013

(A Top Pick September 13/12. Up 31.57%.) Still thinks this is very undervalued. Trading at only 7-8 times earnings, well below its global peers. Still room to go.

TOP PICK
TOP PICK
September 13, 2012

Hasn’t bought as yet but is looking to purchase on a pull back. Number 4 bank in terms of assets globally. Obviously got hurt by the entire European debt situation. Last week’s action by the ECB has certainly helped the stock. Has broken out above the 200 day moving average. In this kind of a situation, you want to have a stop loss in place.

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Barclays Bank PLC (BCS-N)
September 13, 2012

Hasn’t bought as yet but is looking to purchase on a pull back. Number 4 bank in terms of assets globally. Obviously got hurt by the entire European debt situation. Last week’s action by the ECB has certainly helped the stock. Has broken out above the 200 day moving average. In this kind of a situation, you want to have a stop loss in place.

DON'T BUY
DON'T BUY
May 3, 2012
A little bit nervous about owning UK banks. Cheap on a book tangible basis and the government is supportive of the banks so you can be pretty much assured they are not going to be nationalized. Doesn't see where you are going to get growth.
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A little bit nervous about owning UK banks. Cheap on a book tangible basis and the government is supportive of the banks so you can be pretty much assured they are not going to be nationalized. Doesn't see where you are going to get growth.
COMMENT
COMMENT
February 2, 2012
(Doesn't own equity but owns a number of their fixed instruments.) With its geographic exposure, it doesn't have a huge opportunity to organically grow its deposit base. Prefers Standard Chartered Bank (STAN-LSE). You might use this as a trade, but not a long-term hold.
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Barclays Bank PLC (BCS-N)
February 2, 2012
(Doesn't own equity but owns a number of their fixed instruments.) With its geographic exposure, it doesn't have a huge opportunity to organically grow its deposit base. Prefers Standard Chartered Bank (STAN-LSE). You might use this as a trade, but not a long-term hold.
DON'T BUY
DON'T BUY
September 26, 2011
For 3-5 years? He has very little weighting in European bank. The issue with banks globally is that they have grown through mortgage lending but since the housing bubble burst, banks aren't really able to grow. You are also facing a very difficult regulatory environment.
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Barclays Bank PLC (BCS-N)
September 26, 2011
For 3-5 years? He has very little weighting in European bank. The issue with banks globally is that they have grown through mortgage lending but since the housing bubble burst, banks aren't really able to grow. You are also facing a very difficult regulatory environment.
BUY
BUY
September 2, 2011
This is the time to own the banking sector. One of the issues with this one is that they are heavily weighted to investment banking so will probably trade at a discount to a good retail bank. Trading at a very cheap multiple. This should do well over the next 3-4 years. (See Top Picks.)
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Barclays Bank PLC (BCS-N)
September 2, 2011
This is the time to own the banking sector. One of the issues with this one is that they are heavily weighted to investment banking so will probably trade at a discount to a good retail bank. Trading at a very cheap multiple. This should do well over the next 3-4 years. (See Top Picks.)
DON'T BUY
DON'T BUY
February 23, 2011
European banks are inexpensive compared to Cdn and US banks. Main over hangs are the outlooks for the domestic economies and the sovereign debt of their countries. Prefers Standard Chartered (STAN-London Stock Exchange).
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Barclays Bank PLC (BCS-N)
February 23, 2011
European banks are inexpensive compared to Cdn and US banks. Main over hangs are the outlooks for the domestic economies and the sovereign debt of their countries. Prefers Standard Chartered (STAN-London Stock Exchange).
BUY
BUY
December 23, 2010
Incredible that they got Lehman Brothers so cheap. Became a top-level investment banker. About 50% banking in the UK and about 50% in investment banking. A lot of volatility so M&A activity should be good.
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Barclays Bank PLC (BCS-N)
December 23, 2010
Incredible that they got Lehman Brothers so cheap. Became a top-level investment banker. About 50% banking in the UK and about 50% in investment banking. A lot of volatility so M&A activity should be good.
BUY
BUY
February 18, 2010
Is a very different company than a year ago due to their acquisition. Doesn’t like that they sold off iShares. They will be valued differently from now on. The investment banking side is the volatile part of the business and will keep the multiple low. Likes it and over the long time they will do very well.
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Barclays Bank PLC (BCS-N)
February 18, 2010
Is a very different company than a year ago due to their acquisition. Doesn’t like that they sold off iShares. They will be valued differently from now on. The investment banking side is the volatile part of the business and will keep the multiple low. Likes it and over the long time they will do very well.
HOLD
HOLD
January 18, 2010
Getting Lehman Brothers for the cost of the building will go down as the greatest buy in the history of the whole crisis. You are not buying a retail bank any more but you are buying more of an investment bank, which has more risk.
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Barclays Bank PLC (BCS-N)
January 18, 2010
Getting Lehman Brothers for the cost of the building will go down as the greatest buy in the history of the whole crisis. You are not buying a retail bank any more but you are buying more of an investment bank, which has more risk.
DON'T BUY
DON'T BUY
July 27, 2009
UK banks in general have gone through difficulties. Credit market has been terrible. Economy seems to be slower than everywhere else. He is not a huge bull on the UK banking system in general.
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UK banks in general have gone through difficulties. Credit market has been terrible. Economy seems to be slower than everywhere else. He is not a huge bull on the UK banking system in general.
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