Royal Bank of Scotland PLC

RBS-N

NYSE:RBS

2.94
0.10 (3.29%)
The Royal Bank of Scotland Group plc is a British banking and insurance holding company, based in Edinburgh, Scotland.
More at Wikipedia

Analysis and Opinions about RBS-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 18, 2008
Then 670.00 GBP Down 48%. Guilty by association. Big issue is the ABN acquisition, which he doesn't like. Sold some and wishes he had sold it all.
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Then 670.00 GBP Down 48%. Guilty by association. Big issue is the ABN acquisition, which he doesn't like. Sold some and wishes he had sold it all.
HOLD
HOLD
March 17, 2008
One of the more solvent banks. Balance sheet in alright space. Yield is around 7.3%. Keep your eye on it.
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One of the more solvent banks. Balance sheet in alright space. Yield is around 7.3%. Keep your eye on it.
BUY
BUY
February 22, 2008
Full-service bank. Very content with the company. Price has been beaten up quite badly. As far as he can make out, they were not major participants in the sub prime loans.
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Full-service bank. Very content with the company. Price has been beaten up quite badly. As far as he can make out, they were not major participants in the sub prime loans.
BUY
BUY
January 24, 2008
Sold his holdings last summer. Trades at a ridiculous multiple of 5X earnings, below book. Think the yield will be cut. If you have a long time horizon, this is a great company. Has great franchises in the US and UK. Have done some very good things, which will help the stock out in the long run.
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Sold his holdings last summer. Trades at a ridiculous multiple of 5X earnings, below book. Think the yield will be cut. If you have a long time horizon, this is a great company. Has great franchises in the US and UK. Have done some very good things, which will help the stock out in the long run.
DON'T BUY
DON'T BUY
December 13, 2007
Sold his holdings because of the sub prime problems. Did keep his Canadian bank stocks. Banks don't know the actual risk they have on their books because it's a moving target. Difficulty is the negative momentum that is pushing bank stocks down. Wait.
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Sold his holdings because of the sub prime problems. Did keep his Canadian bank stocks. Banks don't know the actual risk they have on their books because it's a moving target. Difficulty is the negative momentum that is pushing bank stocks down. Wait.
BUY
BUY
December 6, 2007
Earnings just came out and were quite good given that they had huge write-downs on the sub prime mess. Their ABN Amro acquisition is going to turn out very well for them. Yielding about 6.75%. Lots of growth potential ahead of it.
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Earnings just came out and were quite good given that they had huge write-downs on the sub prime mess. Their ABN Amro acquisition is going to turn out very well for them. Yielding about 6.75%. Lots of growth potential ahead of it.
TOP PICK
TOP PICK
December 6, 2007
Has been a Top Pick before but hasn't worked out but he is sticking with it. Just gave an outlook for their earnings and their CDO exposure and sub prime were much lower than expected. Historically has grown 15% a year. Their ADN acquisition is already ahead of expectations.
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Has been a Top Pick before but hasn't worked out but he is sticking with it. Just gave an outlook for their earnings and their CDO exposure and sub prime were much lower than expected. Historically has grown 15% a year. Their ADN acquisition is already ahead of expectations.
DON'T BUY
DON'T BUY
November 14, 2007
Would avoid global as well as US financials until there is some clarity as to who owns what. Could potentially be tied into subprime issues. 6.8% is a record high yield, which is an indication there is a crisis going on.
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Would avoid global as well as US financials until there is some clarity as to who owns what. Could potentially be tied into subprime issues. 6.8% is a record high yield, which is an indication there is a crisis going on.
COMMENT
COMMENT
September 27, 2007
Sold his holdings recently because he found other opportunities in the financial sector. A good company and trades at a very cheap multiple with about a 5% yield.
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Sold his holdings recently because he found other opportunities in the financial sector. A good company and trades at a very cheap multiple with about a 5% yield.
BUY
BUY
August 16, 2007
Very cheap. Doesn't own it because he has 2 other foreign banks in his portfolio. Has a good yield.
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Very cheap. Doesn't own it because he has 2 other foreign banks in his portfolio. Has a good yield.
BUY
BUY
August 13, 2007
Banks around the world have been aggressively sold off. Has also been impacted by their bid on ABN AMRO against Barclays (BCS-N). Very cheap.
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Banks around the world have been aggressively sold off. Has also been impacted by their bid on ABN AMRO against Barclays (BCS-N). Very cheap.
PAST TOP PICK
PAST TOP PICK
July 19, 2007
(A Top Pick June 14/06. Up 10%.) Relative to the Canadian banks, it trades at a lower multiple. Now in the midst of buying the US La Salle bank. Still a Buy.
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(A Top Pick June 14/06. Up 10%.) Relative to the Canadian banks, it trades at a lower multiple. Now in the midst of buying the US La Salle bank. Still a Buy.
BUY
BUY
July 12, 2007
Has had a negative feel with many investors and he's not sure why. Recently announced they are joining a consortium to take over a Dutch bank. That would be a great fit for them. Well-run and it's totally integrated.
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Has had a negative feel with many investors and he's not sure why. Recently announced they are joining a consortium to take over a Dutch bank. That would be a great fit for them. Well-run and it's totally integrated.
PAST TOP PICK
PAST TOP PICK
June 28, 2007
From June 30th 2006 Still holding. They've got a strong franchise.
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From June 30th 2006 Still holding. They've got a strong franchise.
BUY
BUY
June 6, 2007
Fundamentals are very strong. Are trying to buy the La Salle bank in America which is giving it some problems, but a very good stock to hold.
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Fundamentals are very strong. Are trying to buy the La Salle bank in America which is giving it some problems, but a very good stock to hold.
Showing 16 to 30 of 56 entries