Barclays Bank PLC

BCS-N

NYSE:BCS

9.74
0.66 (7.27%)
Barclays plc is a British multinational investment bank and financial services company headquartered in London.
More at Wikipedia

Analysis and Opinions about BCS-N

Signal
Opinion
Expert
BUY
BUY
March 6, 2008
(Market Call Minute.) Came out with decent earnings and you probably have most of the value in the price.
(Market Call Minute.) Came out with decent earnings and you probably have most of the value in the price.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$34.050
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 23, 2008
(A Top Pick Feb 5/07. Down 38.6%.) Sold his holdings last summer before its precipitous decline. As the sub prime got going, it was obvious they had some exposure. Also, the strong Cdn$ was hurting the return.
Barclays Bank PLC (BCS-N)
January 23, 2008
(A Top Pick Feb 5/07. Down 38.6%.) Sold his holdings last summer before its precipitous decline. As the sub prime got going, it was obvious they had some exposure. Also, the strong Cdn$ was hurting the return.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$37.720
Owned
No
PAST TOP PICK
PAST TOP PICK
January 7, 2008
(A Top Pick Jan 9/07. Down 36.2%.) Down along with the other major global banks. Doesn’t feel the dividend is at risk. The core banking business is quite solid, but it looks like the UK is having economic problems along with the US. Still Holding.
(A Top Pick Jan 9/07. Down 36.2%.) Down along with the other major global banks. Doesn’t feel the dividend is at risk. The core banking business is quite solid, but it looks like the UK is having economic problems along with the US. Still Holding.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$37.470
Owned
Yes
COMMENT
COMMENT
December 13, 2007
Caller is considering selling her holdings for a tax loss and then buying back after a month. Well run bank. Suffering from the same issues that other banks are suffering from. Earnings in the last little while we're actually quite good. In the long run they are going to do very well.
Barclays Bank PLC (BCS-N)
December 13, 2007
Caller is considering selling her holdings for a tax loss and then buying back after a month. Well run bank. Suffering from the same issues that other banks are suffering from. Earnings in the last little while we're actually quite good. In the long run they are going to do very well.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$43.240
Owned
No
BUY
BUY
November 20, 2007
Got hit by their proposed acquisition of ABM Amro. This was followed by problems with Northern Rock, which affected all of the English banks. They do have exposure to subprime and SIV’s and have taken a write down. This is a great bank and a great English franchise. If you are a long-term investor you should own this one.
Barclays Bank PLC (BCS-N)
November 20, 2007
Got hit by their proposed acquisition of ABM Amro. This was followed by problems with Northern Rock, which affected all of the English banks. They do have exposure to subprime and SIV’s and have taken a write down. This is a great bank and a great English franchise. If you are a long-term investor you should own this one.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$42.270
Owned
Yes
COMMENT
COMMENT
October 10, 2007
Looks like it has hit a bottom. Has been pretty beaten up.
Barclays Bank PLC (BCS-N)
October 10, 2007
Looks like it has hit a bottom. Has been pretty beaten up.
Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$53.410
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 2, 2007
(A Top Pick Oct 10/06. Down 6.4%.) Fundamentals have been very good and earnings were as expected. Made a bid for the ABM bank, which looks like it is not going to happen. Has been a problem in England with Northern Rock and all British banks have gone down in sympathy. This bank will probably benefit. Still a Buy.
(A Top Pick Oct 10/06. Down 6.4%.) Fundamentals have been very good and earnings were as expected. Made a bid for the ABM bank, which looks like it is not going to happen. Has been a problem in England with Northern Rock and all British banks have gone down in sympathy. This bank will probably benefit. Still a Buy.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$50.900
Owned
Yes
COMMENT
COMMENT
August 30, 2007
He can't get foreign balance sheets so this is not on his system. However, a lot of these financials are starting to show value for the 1st time in 2 years. Would prefer the brokerage houses.
He can't get foreign balance sheets so this is not on his system. However, a lot of these financials are starting to show value for the 1st time in 2 years. Would prefer the brokerage houses.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$47.720
Owned
No
COMMENT
COMMENT
August 29, 2007
Banks are leading the market down globally. However, compared to North American banks it has a lower PE, higher yield and stronger growth. It also gives you international diversification. The unknown is if they will be successful in buying the ABM Amro.
Banks are leading the market down globally. However, compared to North American banks it has a lower PE, higher yield and stronger growth. It also gives you international diversification. The unknown is if they will be successful in buying the ABM Amro.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$49.100
Owned
Yes
HOLD
HOLD
August 23, 2007
A lot of takeover activity that is roiling the waters involving European banks. Solid dividend, but no dividend tax credit on foreign banks. Prefers Canadian banks for dividends.
A lot of takeover activity that is roiling the waters involving European banks. Solid dividend, but no dividend tax credit on foreign banks. Prefers Canadian banks for dividends.
David Baskin
President, Baskin Wealth Management
Price
$50.530
Owned
Unknown
COMMENT
COMMENT
August 13, 2007
Banks around the world have fallen pretty steeply in the last 3 or 4 weeks. That will continue as long as there is a fear that there may be a liquidity crisis. The other issue for banks is the fear that there is contagion in the mortgage sector.
Banks around the world have fallen pretty steeply in the last 3 or 4 weeks. That will continue as long as there is a fear that there may be a liquidity crisis. The other issue for banks is the fear that there is contagion in the mortgage sector.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$52.640
Owned
No
BUY
BUY
July 31, 2007
Involved in a takeover play. If it weren't involved in this deal, he would like the company and would buy at these levels. Good dividend yield. Great money management business. Has been divesting non-core global operations. Good way to diversify internationally.
Involved in a takeover play. If it weren't involved in this deal, he would like the company and would buy at these levels. Good dividend yield. Great money management business. Has been divesting non-core global operations. Good way to diversify internationally.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$55.990
Owned
Unknown
BUY
BUY
July 26, 2007
Has a very strong history. A diversified business. Well managed. Valuations on British banks and are trading at a discount to Canadian banks.
Has a very strong history. A diversified business. Well managed. Valuations on British banks and are trading at a discount to Canadian banks.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$56.060
Owned
Yes
BUY
BUY
July 9, 2007
Less than 10 X earnings and 4% yield. Hasn't done so well in Cdn$. Trading sideways and is trying to acquire the ABM bank. He thinks they won't win. Buy for the long term.
Less than 10 X earnings and 4% yield. Hasn't done so well in Cdn$. Trading sideways and is trying to acquire the ABM bank. He thinks they won't win. Buy for the long term.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$58.120
Owned
Yes
SELL
SELL
June 19, 2007
Speculation that it will be acquired. Stock has had a tremendous run-up. Probably fully valued. This is more for the arbitragers than the long-term investors.
Speculation that it will be acquired. Stock has had a tremendous run-up. Probably fully valued. This is more for the arbitragers than the long-term investors.
David Baskin
President, Baskin Wealth Management
Price
$59.510
Owned
No
WATCH
WATCH
June 6, 2007
He likes the Royal Bank of Scotland, and thinks that this bank will be "in a bit of a dogfight" with the RBS consortium over the ABN If they win the bid (25% chance) then he feels they will loose their focus. If the don't win the bid, he feels they may become a takeover target themselves which will spike the stock.
He likes the Royal Bank of Scotland, and thinks that this bank will be "in a bit of a dogfight" with the RBS consortium over the ABN If they win the bid (25% chance) then he feels they will loose their focus. If the don't win the bid, he feels they may become a takeover target themselves which will spike the stock.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$58.280
Owned
Unknown
BUY
BUY
May 22, 2007
Likes it but it depends on what happens with a ABM bank takover.
Likes it but it depends on what happens with a ABM bank takover.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$56.680
Owned
Yes
BUY
BUY
May 1, 2007
Would rather own this than a Canadian bank. Has growth potential and a good dividend.
Would rather own this than a Canadian bank. Has growth potential and a good dividend.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$57.620
Owned
Unknown
BUY
BUY
April 23, 2007
In the midst of buying ABN Amro. A watershed deal for Europe. Good deal for Barclays over the long term. Will allow them to expand wealth management, private client, credit card and capital businesses globally. Cheap stock.
In the midst of buying ABN Amro. A watershed deal for Europe. Good deal for Barclays over the long term. Will allow them to expand wealth management, private client, credit card and capital businesses globally. Cheap stock.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$58.270
Owned
No
TOP PICK
TOP PICK
April 16, 2007
An “eat or be eaten” bank. Currently trying to acquire ABN Amnro (Malaysian bank?). If successful will become the 6th largest global bank. If not successful, they are extremely vulnerable to somebody buying them.
An “eat or be eaten” bank. Currently trying to acquire ABN Amnro (Malaysian bank?). If successful will become the 6th largest global bank. If not successful, they are extremely vulnerable to somebody buying them.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$60.370
Owned
Yes
HOLD
HOLD
March 1, 2007
Generally speaking, he avoids the “money centred banks”. 2 exceptions would be Macquarie (MBL-AU) of Australia and this one.
Generally speaking, he avoids the “money centred banks”. 2 exceptions would be Macquarie (MBL-AU) of Australia and this one.
Charles Lannon
Director of Research, Toron Investment Management
Price
$57.390
Owned
No
BUY
BUY
February 20, 2007
Likes the foreign banks. Canadian banks are the most expensive in the world and growth rates are not substantial.
Barclays Bank PLC (BCS-N)
February 20, 2007
Likes the foreign banks. Canadian banks are the most expensive in the world and growth rates are not substantial.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$61.960
Owned
No
TOP PICK
TOP PICK
February 5, 2007
Sold his Bank of Nova Scotia (BNS-T) to buy this because it was his most international holding. After Nov 1, Canadian banks moved up very sharply. This is 25%-30% cheaper than Canadian banks. Almost 4% yield. 10 X earnings.
Barclays Bank PLC (BCS-N)
February 5, 2007
Sold his Bank of Nova Scotia (BNS-T) to buy this because it was his most international holding. After Nov 1, Canadian banks moved up very sharply. This is 25%-30% cheaper than Canadian banks. Almost 4% yield. 10 X earnings.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$59.510
Owned
Yes
COMMENT
COMMENT
January 23, 2007
Will be very attractive when it has a very compelling yield. Have a dominant and Premier position in the world of banking. Focus on when its yield is going high which is a great entry point.
Barclays Bank PLC (BCS-N)
January 23, 2007
Will be very attractive when it has a very compelling yield. Have a dominant and Premier position in the world of banking. Focus on when its yield is going high which is a great entry point.
Jim O'Shaughnessy
Portfolio Manager, RBC O'Shaughnessy Funds
Price
$59.550
Owned
No
TOP PICK
TOP PICK
January 9, 2007
More of a growth stock. Sells at a cheaper multiple than Canadian banks and has a better yield. 2.6% yield.
More of a growth stock. Sells at a cheaper multiple than Canadian banks and has a better yield. 2.6% yield.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$59.820
Owned
Yes
BUY
BUY
January 4, 2007
Likes this and could own in the future. Financials are probably a pretty good area to be invested in right now.
Likes this and could own in the future. Financials are probably a pretty good area to be invested in right now.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$59.510
Owned
No
WAIT
WAIT
December 12, 2006
UK banks are much cheaper than continental European ones. Have a large credit card and UK retail business. Very well run. Under valued. Good management. Up on rumours of a takeover. Wait for things to settle down.
Barclays Bank PLC (BCS-N)
December 12, 2006
UK banks are much cheaper than continental European ones. Have a large credit card and UK retail business. Very well run. Under valued. Good management. Up on rumours of a takeover. Wait for things to settle down.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$56.610
Owned
Unknown
BUY
BUY
December 5, 2006
Operationally they continue to do well. As the pound sterling continues to appreciate, it is moving up the share price.
Barclays Bank PLC (BCS-N)
December 5, 2006
Operationally they continue to do well. As the pound sterling continues to appreciate, it is moving up the share price.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$53.980
Owned
Yes
TOP PICK
TOP PICK
October 10, 2006
10-12% growth. Trading at about 8.5 X next year's earnings. Good yield. Growing faster than Canadian banks and sells at a lower multiple. Gives international exposure.
Barclays Bank PLC (BCS-N)
October 10, 2006
10-12% growth. Trading at about 8.5 X next year's earnings. Good yield. Growing faster than Canadian banks and sells at a lower multiple. Gives international exposure.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$53.000
Owned
Yes
HOLD
HOLD
May 8, 2006
5% dividend yield. AA credit rating.
5% dividend yield. AA credit rating.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$50.520
Owned
Unknown
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