Banco Santander SA | StockChase
101
Banco Santander SA (SAN-N)

Last Price Recorded: $6.5600 on 2017-12-15

ON STOCKCHASE SINCE Oct 2007

banks
101
Banco Santander SA (SAN-N)

Last Price Recorded: $6.5600 on 2017-12-15

ON STOCKCHASE SINCE Oct 2007


Banco Santander SA


Signal Opinion Expert
WEAK BUY
Banco Santander SA(SAN-N) 

December 7, 2017

Spanish Bank.  Synchronized global growth benefits it.  It drives productivity growth.  So financials should do well.  There is still rate correction to go on there.  The yield curve is steepening there.  It has a history of being aggressive with credit and M&A philosophy so he would be careful there.  On the whole it checks a lot of boxes.

banks

Spanish Bank.  Synchronized global growth benefits it.  It drives productivity growth.  So financials should do well.  There is still rate correction to go on there.  The yield curve is steepening there.  It has a history of being aggressive with credit and M&A philosophy so he would be careful there.  On the whole it checks a lot of boxes.

banks
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$6.480
Owned Owned
Unknown

BUY
Banco Santander SA(SAN-N) 

November 20, 2017

Banks in Spain, like the Italian banks were coming off a bottom about a year or so.  This one has about 50-60% of profits from Spain and then the rest from Latin America.  There should be improvements in both markets.  He prefers BBVA-N, which he marginally prefers right now.

banks

Banks in Spain, like the Italian banks were coming off a bottom about a year or so.  This one has about 50-60% of profits from Spain and then the rest from Latin America.  There should be improvements in both markets.  He prefers BBVA-N, which he marginally prefers right now.

banks
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$6.420
Owned Owned
No

DON'T BUY
Banco Santander SA(SAN-N) 

November 1, 2017

Effects of Catalonia on this bank? 42% of revenues are from Latin America with the other 41% in Europe, mostly Spain and Britain. Valuations are up 20% this year. PE multiple is 13.4. Cheap on a Price to Book and Price to Sales method, but Catalonia is a little wart that is on their backside right now. He is not interested in this, because dividend growth for him has to be over 10%. Dividend yield of 3.5%.

banks

Effects of Catalonia on this bank? 42% of revenues are from Latin America with the other 41% in Europe, mostly Spain and Britain. Valuations are up 20% this year. PE multiple is 13.4. Cheap on a Price to Book and Price to Sales method, but Catalonia is a little wart that is on their backside right now. He is not interested in this, because dividend growth for him has to be over 10%. Dividend yield of 3.5%.

banks
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$6.770
Owned Owned
No

DON'T BUY
Banco Santander SA(SAN-N) 

October 24, 2017

Doesn’t own any Spanish banks and doesn’t know why anyone would. The Spanish market has a tremendous amount of overcapacity. Spanish lenders say that the origination spreads on new loan production just keeps on compressing, which tells him there is absolutely no point in being involved.

banks

Doesn’t own any Spanish banks and doesn’t know why anyone would. The Spanish market has a tremendous amount of overcapacity. Spanish lenders say that the origination spreads on new loan production just keeps on compressing, which tells him there is absolutely no point in being involved.

banks
David Fingold

VP and Portfolio Manager, Dynamic Funds...

PricePrice
$6.590
Owned Owned
No

HOLD
Banco Santander SA(SAN-N) 

October 23, 2017

The politics is what is holding this one back because of the potential separation of the Caledonian region.  The company itself was looking great until the last months’ political matters.  You have to hold your nose until the politics gets out of the way and then you are good to go.  2/3rds of the bank’s business is not in Spain.  It is simply tarnished with the brush of Spain.

banks

The politics is what is holding this one back because of the potential separation of the Caledonian region.  The company itself was looking great until the last months’ political matters.  You have to hold your nose until the politics gets out of the way and then you are good to go.  2/3rds of the bank’s business is not in Spain.  It is simply tarnished with the brush of Spain.

banks
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$6.460
Owned Owned
Yes

COMMENT
Banco Santander SA(SAN-N) 

October 4, 2017

This is up 15% this year, but is starting to slow down because of what is going on in Spain. If Catalan were to break away, the Basque people would want to break away as well. Outside of Spain, England retail is doing fine. The US is a little dicey. Loan growth is -.03%. Dividend yield of 3.5%.

banks

This is up 15% this year, but is starting to slow down because of what is going on in Spain. If Catalan were to break away, the Basque people would want to break away as well. Outside of Spain, England retail is doing fine. The US is a little dicey. Loan growth is -.03%. Dividend yield of 3.5%.

banks
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$6.550
Owned Owned
Unknown

BUY
Banco Santander SA(SAN-N) 

September 22, 2017

What to buy in Europe? He likes that we are seeing “return to growth” in a lot of the European economies. Unemployment is coming down. The kind of business you want to buy would be the banks. They are based on the economy of the country. Something like this is a great story. It is a global bank, but has a very strong presence in the UK and Europe. It is in all of South America and in the southern part of the US.

banks

What to buy in Europe? He likes that we are seeing “return to growth” in a lot of the European economies. Unemployment is coming down. The kind of business you want to buy would be the banks. They are based on the economy of the country. Something like this is a great story. It is a global bank, but has a very strong presence in the UK and Europe. It is in all of South America and in the southern part of the US.

banks
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$6.830
Owned Owned
Unknown

COMMENT
Banco Santander SA(SAN-N) 

August 11, 2017

If looking at European banks, Banco Santander (SAN-N) or HSBC Holdings (HSBC-N) are two that he would consider.

banks

If looking at European banks, Banco Santander (SAN-N) or HSBC Holdings (HSBC-N) are two that he would consider.

banks
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$6.470
Owned Owned
No

BUY
Banco Santander SA(SAN-N) 

August 9, 2017

A very unique company. A Spanish bank with a Spanish retail business, but also has a big UK presence, and are very big in Latin and South America and certain parts of the southern US. They are in some very high growth areas. Acquired Banco Popular, which gives them a fairly good beachhead in real estate in Spain. He thinks you can see this company do very, very well. They are very big in auto loans in the US, which is something you have to keep an eye on. Not an expensive stock.

banks

A very unique company. A Spanish bank with a Spanish retail business, but also has a big UK presence, and are very big in Latin and South America and certain parts of the southern US. They are in some very high growth areas. Acquired Banco Popular, which gives them a fairly good beachhead in real estate in Spain. He thinks you can see this company do very, very well. They are very big in auto loans in the US, which is something you have to keep an eye on. Not an expensive stock.

banks
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$6.770
Owned Owned
Unknown

COMMENT

A very unique global franchise. A Spanish bank, but is all over South and Latin America, with a big franchise in the UK and Europe. Not very expensive, trading at slightly below BV. Spain and Europe are coming back. Banks are a proxy for the economies. The value of the franchise in Latin America over the next 10-20 years is fantastic. A premier retail bank in these areas.

banks

A very unique global franchise. A Spanish bank, but is all over South and Latin America, with a big franchise in the UK and Europe. Not very expensive, trading at slightly below BV. Spain and Europe are coming back. Banks are a proxy for the economies. The value of the franchise in Latin America over the next 10-20 years is fantastic. A premier retail bank in these areas.

banks
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$6.810
Owned Owned
No

HOLD

The biggest bank in Spain and a global behemoth. A global bank with operations in the US and South America. It is a quality bank. In the last 12 months, it has been up 76%. They are talking about raising rates in Europe, and higher rates will be good for this bank.

banks

The biggest bank in Spain and a global behemoth. A global bank with operations in the US and South America. It is a quality bank. In the last 12 months, it has been up 76%. They are talking about raising rates in Europe, and higher rates will be good for this bank.

banks
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$6.770
Owned Owned
Unknown

COMMENT

Just announced they had acquired Banco Popular, a real estate lender, with a lot of loans in a very tough housing market. There is going to be a lot of work to be done. It is going to make them a real powerhouse in Spain. Their market share is going to be roughly 25% out of Brazil, 25% out of England, and this could equal that coming out of Spain. They still have European and US capabilities as well. The European banks have turned and there is lots of upside.

banks

Just announced they had acquired Banco Popular, a real estate lender, with a lot of loans in a very tough housing market. There is going to be a lot of work to be done. It is going to make them a real powerhouse in Spain. Their market share is going to be roughly 25% out of Brazil, 25% out of England, and this could equal that coming out of Spain. They still have European and US capabilities as well. The European banks have turned and there is lots of upside.

banks
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$6.840
Owned Owned
Yes

HOLD

He was looking at it below $5 and came close to buying it.  They have interesting operations in Brazil.  There is tremendous upside and the CEO has a good idea what she is doing.  It may come down.

banks

He was looking at it below $5 and came close to buying it.  They have interesting operations in Brazil.  There is tremendous upside and the CEO has a good idea what she is doing.  It may come down.

banks
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$6.790
Owned Owned
Unknown

COMMENT

The largest Spanish bank, roughly equivalent in size to the Royal Bank (RY-T). It held up quite well during the global financial crisis, despite the fact that it had Latin American operations as well as significant exposure to the Spanish market. Quite an interesting story if you want to take European financial risks, in the context of perhaps a 2-year timeframe for rising rates. If you take that view, you could probably get a relatively cheaper American bank. However, this is an interesting opportunity. He is positively disposed to this at these levels.

banks

The largest Spanish bank, roughly equivalent in size to the Royal Bank (RY-T). It held up quite well during the global financial crisis, despite the fact that it had Latin American operations as well as significant exposure to the Spanish market. Quite an interesting story if you want to take European financial risks, in the context of perhaps a 2-year timeframe for rising rates. If you take that view, you could probably get a relatively cheaper American bank. However, this is an interesting opportunity. He is positively disposed to this at these levels.

banks
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$6.990
Owned Owned
No

PAST TOP PICK

(Top Pick Feb 27/17, Up 27%) He still likes the company and is adding on every pullback.  There is going to be a resolution on zero interest rates and austerity.  He really likes European banks as well as US Banks.  Canadian banks are way too expensive.  You should stand back on UK banks because of BREXIT.  Greece will be a big beneficiary of all of this.

banks

(Top Pick Feb 27/17, Up 27%) He still likes the company and is adding on every pullback.  There is going to be a resolution on zero interest rates and austerity.  He really likes European banks as well as US Banks.  Canadian banks are way too expensive.  You should stand back on UK banks because of BREXIT.  Greece will be a big beneficiary of all of this.

banks
James Thorne

Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment ...

PricePrice
$6.750
Owned Owned
Yes

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