Banco Santander SA (SAN-N) Stock Predictions - Stockchase
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Banco Santander SA (SAN-N)

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Banco Santander SA

SAN-N

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Banco Santander SA (SAN-N) SAVE Nov, 21, 2018, 12:36 am

4.64 0.19 (3.93%)

About Banco Santander SA (SAN-N)

The Santander Group is a Spanish banking group centered on Banco Santander, S.A. As its name suggests, the company originated in Santander, Cantabria, Spain. More at Wikipedia

What the experts are saying about SAN-N



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BUY
Banco Santander SA(SAN-N) 

November 6, 2018

He's long owned this. European banks are cheap like American ones in 2015-6 before they took off. SAN does 25% business in Brazil, and their recent election brings clarity. So, their economy is ready to go. SAN is a well-managed bank. The problem with Europe is getting their central bank to normalize the yield curve, and until then it'll be tough slogging.
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He's long owned this. European banks are cheap like American ones in 2015-6 before they took off. SAN does 25% business in Brazil, and their recent election brings clarity. So, their economy is ready to go. SAN is a well-managed bank. The problem with Europe is getting their central bank to normalize the yield curve, and until then it'll be tough slogging.
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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$4.960
Owned Owned
Yes

TOP PICK
Banco Santander SA(SAN-N) 

October 17, 2018

Interest rates will go up after the ECB changes chairs in June 2019. Each quarter they put up $2 billion+ of net income and are trading a hair above book value now, plus negative sentiment to Euro banks now. (3.3% dividend  yield, Analysts' price  target: $106.76)

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Interest rates will go up after the ECB changes chairs in June 2019. Each quarter they put up $2 billion+ of net income and are trading a hair above book value now, plus negative sentiment to Euro banks now. (3.3% dividend  yield, Analysts' price  target: $106.76)

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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$4.900
Owned Owned
Yes

HOLD
Banco Santander SA(SAN-N) 

October 2, 2018

He doesn’t own this, but he owns comparable banks. The whole global banking sector is trading at very cheap multiples. They are all under pressure from the flattening yield curve, and they all pay hefty dividends. The bank’s poor performance is sector-driven more than driven by the political issues in the countries where it does business. 

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He doesn’t own this, but he owns comparable banks. The whole global banking sector is trading at very cheap multiples. They are all under pressure from the flattening yield curve, and they all pay hefty dividends. The bank’s poor performance is sector-driven more than driven by the political issues in the countries where it does business. 

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$4.920
Owned Owned
No

HOLD
Banco Santander SA(SAN-N) 

September 5, 2018

He owns this as a European bank holding in the portfolio.  The flat yield curve is holding them back.  He will continue to hold it for when the yield curve normalizes.    

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He owns this as a European bank holding in the portfolio.  The flat yield curve is holding them back.  He will continue to hold it for when the yield curve normalizes.    

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$4.990
Owned Owned
Yes

DON'T BUY
Banco Santander SA(SAN-N) 

August 7, 2018

Dividend growth for last 5 years OK, last 10 years negative. Implores investors, please don’t chase yield. Think about long-term growth rate of the dividend. YTD down 14%. Likes that it’s a retail bank, but Spain is a problem right now. Not a lot of growth out of Europe. Impact of Spain separatism is that economy will slow down, loan loss provisions pick up.

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Dividend growth for last 5 years OK, last 10 years negative. Implores investors, please don’t chase yield. Think about long-term growth rate of the dividend. YTD down 14%. Likes that it’s a retail bank, but Spain is a problem right now. Not a lot of growth out of Europe. Impact of Spain separatism is that economy will slow down, loan loss provisions pick up.

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David Driscoll

President , Liberty Internationa...

Price Price
$5.440
Owned Owned
No

HOLD
Banco Santander SA(SAN-N) 

August 1, 2018

This bank had some issues a few years ago.  The dividend is secure, he believes.  Europe is in recovery mode and there is good growth opportunity with this holding.  

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This bank had some issues a few years ago.  The dividend is secure, he believes.  Europe is in recovery mode and there is good growth opportunity with this holding.  

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$5.520
Owned Owned
No

HOLD

This suffered in the global crisis, like all other banks. They do business in the US, Latin America and Spain and are doing OK. Higher interest rates are coming and they will be good for the banks. This should do well in the next 3-to-5 years.

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This suffered in the global crisis, like all other banks. They do business in the US, Latin America and Spain and are doing OK. Higher interest rates are coming and they will be good for the banks. This should do well in the next 3-to-5 years.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$5.590
Owned Owned
No

WATCH
Banco Santander SA(SAN-N) 

April 23, 2018

The European banks are behind the Canadian and US in recovery from the financial crisis.  This is not a Spanish bank as it gets only 25% of revenue from Spain.  They are well diversified.  They are working through an organization they were handed to manage. 

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The European banks are behind the Canadian and US in recovery from the financial crisis.  This is not a Spanish bank as it gets only 25% of revenue from Spain.  They are well diversified.  They are working through an organization they were handed to manage. 

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$6.790
Owned Owned
Yes

DON'T BUY
Banco Santander SA(SAN-N) 

January 11, 2018

The positive for this bank is that it is a retail global bank. They are in Europe, South America, Latin America and North America, but not a lot in Asia. The bad news is that there are political machinations going on in Spain that are not making people happy. Also, it is the largest car loan issuer in the US, and that is not going well. Raised the dividend 9% last year, but over the last 5 years it has fallen 13%.

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The positive for this bank is that it is a retail global bank. They are in Europe, South America, Latin America and North America, but not a lot in Asia. The bad news is that there are political machinations going on in Spain that are not making people happy. Also, it is the largest car loan issuer in the US, and that is not going well. Raised the dividend 9% last year, but over the last 5 years it has fallen 13%.

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David Driscoll

President , Liberty Internationa...

Price Price
$7.110
Owned Owned
No

HOLD
Banco Santander SA(SAN-N) 

December 20, 2017

This is a big, big bank. Operations are in Europe as well as Latin American. If you owned a bank in the last 8 years and is one of the global behemoth's, you are probably underwater if you owned it before the global financial crisis. Since the financial crisis, banks have raised substantial amounts of capital, with a global economy that is starting to recover nicely. He wouldn't sell at this time.

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This is a big, big bank. Operations are in Europe as well as Latin American. If you owned a bank in the last 8 years and is one of the global behemoth's, you are probably underwater if you owned it before the global financial crisis. Since the financial crisis, banks have raised substantial amounts of capital, with a global economy that is starting to recover nicely. He wouldn't sell at this time.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$6.650
Owned Owned
Unknown

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.

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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.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$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.

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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.

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Mark Grammer

Managing D, Gluskin Sheff & Asso...

Price Price
$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%.

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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%.

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David Driscoll

President , Liberty Internationa...

Price Price
$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.

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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.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$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.

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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.

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$6.460
Owned Owned
Yes

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