Discover Financial Services LLC (DFS-N) Stock Predictions - Stockchase
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Discover Financial Services LLC (DFS-N)

ON STOCKCHASE SINCE Dec 2011

Discover credit card

finance/leasing

Discover Financial Servic...

DFS-N

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Discover Financial Services LLC (DFS-N) SAVE Apr, 23, 2019, 5:51 pm

77.20 0.31 (0.4%)

About Discover Financial Services LLC (DFS-N)

Discover Financial Services, Inc. is an American financial services company, which issues the Discover Card and operates the Discover and Pulse networks, and owns Diners Club International. More at Wikipedia

What the experts are saying about DFS-N



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DON'T BUY

Payments and financial technology is a great group.  He has preferred V-N for a long time with a more attractive business model.  It has a great international growth path in front of it.  Don’t buy the laggards.

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Payments and financial technology is a great group.  He has preferred V-N for a long time with a more attractive business model.  It has a great international growth path in front of it.  Don’t buy the laggards.

finance/leasing
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David Burrows

President , Barometer Capital Ma...

Price Price
$60.500
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick April 26/16. Up 5%.) He just got out of this recently. It has been falling along with all of the financials in the last 2 months. He still likes the name.

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(A Top Pick April 26/16. Up 5%.) He just got out of this recently. It has been falling along with all of the financials in the last 2 months. He still likes the name.

finance/leasing
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John Stephenson

President , Stephenson & Company...

Price Price
$58.690
Owned Owned
No

TOP PICK

This is a direct bank as well as a card business. Very, very strong earnings growth. Also, have a strong loan growth. Really a top pick in the financial services sector. Attractively valued. Cheap and very good growth. Dividend yield of 1.96%.

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This is a direct bank as well as a card business. Very, very strong earnings growth. Also, have a strong loan growth. Really a top pick in the financial services sector. Attractively valued. Cheap and very good growth. Dividend yield of 1.96%.

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John Stephenson

President , Stephenson & Company...

Price Price
$57.070
Owned Owned
Yes

COMMENT

This is a card issuer. Numbers were quite favourable today and the space is acting very well. He prefers and owns Synchrony Financial (SYF-N).

finance/leasing
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This is a card issuer. Numbers were quite favourable today and the space is acting very well. He prefers and owns Synchrony Financial (SYF-N).

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Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$56.840
Owned Owned
No

DON'T BUY

It was a real darling for a while.  They are more of a card company than a network.  The whole sector is under pressure until you see a turn.  The technicals are not confirming a positive fundamental story. 

finance/leasing
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It was a real darling for a while.  They are more of a card company than a network.  The whole sector is under pressure until you see a turn.  The technicals are not confirming a positive fundamental story. 

finance/leasing
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$48.720
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Nov 18/14. Down 16.94%.) This is a theme that should have worked, but didn’t. They spent a lot trying to grow their loan book, and the challenge is that earnings growth is going to be a little muted.

finance/leasing
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(A Top Pick Nov 18/14. Down 16.94%.) This is a theme that should have worked, but didn’t. They spent a lot trying to grow their loan book, and the challenge is that earnings growth is going to be a little muted.

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Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$52.750
Owned Owned
No

TOP PICK

Have a credit card business as well as a consumer lending business, so they get great leverage through rising interest rates which he thinks will happen. Thinks costs are going to come down moving into next year. Stock is cheap at under 10X and they are returning a lot of capital to shareholders.

finance/leasing
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Have a credit card business as well as a consumer lending business, so they get great leverage through rising interest rates which he thinks will happen. Thinks costs are going to come down moving into next year. Stock is cheap at under 10X and they are returning a lot of capital to shareholders.

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John Wilson

CEO; Co-CI, Sprott Asset Managem...

Price Price
$54.470
Owned Owned
Yes

DON'T BUY

Discover Financial (DFS-N) or Visa (V-N)? Has recently come off quite a bit on the back of a missed earnings quarter. They also provided some forward negative guidance. He owns MasterCard (MA-N) which is very similar to Visa in terms of valuations. Visa has a much stronger earnings profile, and given the fact that the technicals are looking a bit rough on this one, he would wait until they turn around a bit and have an earnings surprise.

finance/leasing
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Discover Financial (DFS-N) or Visa (V-N)? Has recently come off quite a bit on the back of a missed earnings quarter. They also provided some forward negative guidance. He owns MasterCard (MA-N) which is very similar to Visa in terms of valuations. Visa has a much stronger earnings profile, and given the fact that the technicals are looking a bit rough on this one, he would wait until they turn around a bit and have an earnings surprise.

finance/leasing
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$57.440
Owned Owned
No

TOP PICK

The general improving economy theme.  Predominantly a US play, targeting the middle income earner who uses credit.  Credit cards should do very well.  This one actually takes credit risk, which it is now the time to do.  They did well in the stress test. There are share buy backs.  It has been an underperformer against Visa and MasterCard. 

finance/leasing
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The general improving economy theme.  Predominantly a US play, targeting the middle income earner who uses credit.  Credit cards should do very well.  This one actually takes credit risk, which it is now the time to do.  They did well in the stress test. There are share buy backs.  It has been an underperformer against Visa and MasterCard. 

finance/leasing
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Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$59.500
Owned Owned
Yes

DON'T BUY

$54.72 model price, negative 13.5%.  Would not buy it here.  He got it at $4 and still has a little position.

finance/leasing
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$54.72 model price, negative 13.5%.  Would not buy it here.  He got it at $4 and still has a little position.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$64.350
Owned Owned
Yes

TOP PICK

There are a number of ways to play credit cards, but he wants exposure to the credit card that has the best position for better consumer spending, job growth and wage growth. This company fits that bill. They offer a “no fee” credit card to the middle-income segment of the US economy. Offers a very good customer service and rewards program that the middle-income earner doesn't normally get. Very strong loan growth. Compared to regional banks it has a higher ROE, higher net interest margin, and yet it trades below an earnings multiple to the regional banks. Feels there is significant growth here.

finance/leasing
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There are a number of ways to play credit cards, but he wants exposure to the credit card that has the best position for better consumer spending, job growth and wage growth. This company fits that bill. They offer a “no fee” credit card to the middle-income segment of the US economy. Offers a very good customer service and rewards program that the middle-income earner doesn't normally get. Very strong loan growth. Compared to regional banks it has a higher ROE, higher net interest margin, and yet it trades below an earnings multiple to the regional banks. Feels there is significant growth here.

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Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$64.980
Owned Owned
Yes

BUY

He likes the credit growth story in the US. Thinks consumers are very well positioned to increase spending. If you look at consumer spending growth, it has only averaged 2% since the global financial crisis. The long-term average is much, much higher than that. Credit card receivables since about 2007 are still down about 15%, compared to where they were several years ago. That tells you that despite the fact that the US economy has done better, consumer spending hasn’t really accelerated. For the 1st time, we are starting to see credit standards at originations for both credit card receivables and mortgages ease. Lenders are starting to become a little bit less strict about who they give money to. This is a good story and they are going to have the ability to increase their market share and you should see a better 

finance/leasing
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He likes the credit growth story in the US. Thinks consumers are very well positioned to increase spending. If you look at consumer spending growth, it has only averaged 2% since the global financial crisis. The long-term average is much, much higher than that. Credit card receivables since about 2007 are still down about 15%, compared to where they were several years ago. That tells you that despite the fact that the US economy has done better, consumer spending hasn’t really accelerated. For the 1st time, we are starting to see credit standards at originations for both credit card receivables and mortgages ease. Lenders are starting to become a little bit less strict about who they give money to. This is a good story and they are going to have the ability to increase their market share and you should see a better 

finance/leasing
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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$60.570
Owned Owned
Yes

TOP PICK

Credit card receivables in the US are still very depressed. He expects that as the economy continues to do a little bit better, you should see credit growth. Non-revolving credit growth has averaged less than 1% a year during the last 3 years. This company has been able to increase market share by increasing its distribution network and they should get the full benefit of that credit growth. Outstanding capital ratio. They are also buying back stock and giving dividend increases.

finance/leasing
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Credit card receivables in the US are still very depressed. He expects that as the economy continues to do a little bit better, you should see credit growth. Non-revolving credit growth has averaged less than 1% a year during the last 3 years. This company has been able to increase market share by increasing its distribution network and they should get the full benefit of that credit growth. Outstanding capital ratio. They are also buying back stock and giving dividend increases.

finance/leasing
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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$51.720
Owned Owned
Yes

PAST TOP PICK
(Top Pick Dec 1/11, Up 8.20%) Was intended as a short term trade.
finance/leasing
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(Top Pick Dec 1/11, Up 8.20%) Was intended as a short term trade.
finance/leasing
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Derek Webb, CFA

Chairman, , Webb Asset Managemen...

Price Price
$33.510
Owned Owned
No

TOP PICK
Short December Puts. If he owns the stock, he writes Calls and if he doesn't own and wants to enter, he writes Puts. Wrote it for $1.20 on a strike of $23 giving an 8.2% option yield (option premium/strike) for the month.
finance/leasing
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Short December Puts. If he owns the stock, he writes Calls and if he doesn't own and wants to enter, he writes Puts. Wrote it for $1.20 on a strike of $23 giving an 8.2% option yield (option premium/strike) for the month.
finance/leasing
0 0 0 0 0
0 comments
Derek Webb, CFA

Chairman, , Webb Asset Managemen...

Price Price
$24.040
Owned Owned
Yes

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