Deutsche Bank AG

DB-N

NYSE:DB

9.69
0.20 (2.11%)
Deutsche Bank AG is a German investment bank and financial services company headquartered in Frankfurt, Hesse, Germany. The bank is present in 58 countries with a large presence in Europe, the Americas and Asia.
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Analysis and Opinions about DB-N

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Opinion
Expert
COMMENT
COMMENT
September 7, 2017

This was one of his worst performing stocks a couple of years ago, but has been one of his best over the last 12 months. They decided to do an $8 billion-euro capital raise earlier this year, which he participated in. With that $8 billion euros, their ratios are way above where they have to be. They are now well capitalized and are in the midst of huge cost cutting. Selling for about half its tangible BV, and is compellingly cheap. Rising interest rates are a massive boost for this bank. They have great market shares in a lot of businesses. They are now once again well capitalized, and he is comfortable holding it. Doesn’t expect earnings to take off in the next couple of years. Hopes management does some of the things it says it is going to do and gets its businesses back to earning reasonable margins.

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Deutsche Bank AG (DB-N)
September 7, 2017

This was one of his worst performing stocks a couple of years ago, but has been one of his best over the last 12 months. They decided to do an $8 billion-euro capital raise earlier this year, which he participated in. With that $8 billion euros, their ratios are way above where they have to be. They are now well capitalized and are in the midst of huge cost cutting. Selling for about half its tangible BV, and is compellingly cheap. Rising interest rates are a massive boost for this bank. They have great market shares in a lot of businesses. They are now once again well capitalized, and he is comfortable holding it. Doesn’t expect earnings to take off in the next couple of years. Hopes management does some of the things it says it is going to do and gets its businesses back to earning reasonable margins.

TOP PICK
TOP PICK
August 24, 2017

He likes it even more now that it has slid down. The European banks are where the American banks were in 2009. Rates will be at their back, they will be consolidated and will have sectors they want to be in and so they will do well. (Analysts’ target: $13.13).

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Deutsche Bank AG (DB-N)
August 24, 2017

He likes it even more now that it has slid down. The European banks are where the American banks were in 2009. Rates will be at their back, they will be consolidated and will have sectors they want to be in and so they will do well. (Analysts’ target: $13.13).

DON'T BUY
DON'T BUY
August 21, 2017

(Market Call Minute) A low quality bank that will continue to have write downs. They had to issue more shares to raise capital.

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Deutsche Bank AG (DB-N)
August 21, 2017

(Market Call Minute) A low quality bank that will continue to have write downs. They had to issue more shares to raise capital.

DON'T BUY
DON'T BUY
July 13, 2017

He likes certain banks in Europe, but this would not be one of his favourites. They don’t have a strong retail franchise that others have. Heavily weighted to the investment banking side, which requires a lot of capital, especially in fixed income. He would prefer something that has good growth potential. There are other places to put your money.

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He likes certain banks in Europe, but this would not be one of his favourites. They don’t have a strong retail franchise that others have. Heavily weighted to the investment banking side, which requires a lot of capital, especially in fixed income. He would prefer something that has good growth potential. There are other places to put your money.

COMMENT
COMMENT
July 7, 2017

Europe is looking at raising interest rates. This bank has operations in different parts of the world. It wouldn’t be his preferred one in Europe, but thinks there is more upside for the European financials. The concept of buying a European bank is a good one.

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Europe is looking at raising interest rates. This bank has operations in different parts of the world. It wouldn’t be his preferred one in Europe, but thinks there is more upside for the European financials. The concept of buying a European bank is a good one.

TOP PICK
TOP PICK
June 9, 2017

He likes the European banking sector. This bank has been beaten with a stick. It was a big stock before the downturn. They had lots of problems, and have spent the last couple of years cleaning up. The German government did not let this bank fail in 2008-2009 when it was wobbling like a top, and they are not going to let it fail now. Dividend yield of 1.2%. (Analysts’ price target is €16.40.)

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He likes the European banking sector. This bank has been beaten with a stick. It was a big stock before the downturn. They had lots of problems, and have spent the last couple of years cleaning up. The German government did not let this bank fail in 2008-2009 when it was wobbling like a top, and they are not going to let it fail now. Dividend yield of 1.2%. (Analysts’ price target is €16.40.)

COMMENT
COMMENT
June 5, 2017

The biggest bank in Germany, so there is no way this would ever be put into receivership. The government would step in. Despite that, it is a very risky bank. They have multiples and multiples of their BV in all kinds of strange things. It’s like J.P. Morgan (JPM-N) on steroids. They are a massive player in the capital markets and the banking markets globally. He would prefer using a broader basket of banks through an ETF like iShares MSCI Europe Financial (EUFN-Q).

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The biggest bank in Germany, so there is no way this would ever be put into receivership. The government would step in. Despite that, it is a very risky bank. They have multiples and multiples of their BV in all kinds of strange things. It’s like J.P. Morgan (JPM-N) on steroids. They are a massive player in the capital markets and the banking markets globally. He would prefer using a broader basket of banks through an ETF like iShares MSCI Europe Financial (EUFN-Q).

DON'T BUY
DON'T BUY
May 5, 2017

The Continental European banks are about 18 months to 2 years behind the US in terms of rate rises. This bank is not going to face rising rates anytime soon. They recently recapped the capital rights that affects the balance sheet, but it has been a bit of a disaster. There were management issues. He would probably pass on this one.

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The Continental European banks are about 18 months to 2 years behind the US in terms of rate rises. This bank is not going to face rising rates anytime soon. They recently recapped the capital rights that affects the balance sheet, but it has been a bit of a disaster. There were management issues. He would probably pass on this one.

TOP PICK
TOP PICK
May 4, 2017

A play on Europe. They have just had a writes issue. Have refinanced and recapitalized the company and the business. They are an impenetrable bank in Europe. If you believe Europe is starting its road to recovery, banks are going to do the same that they did in the US. He has a covered call on this.

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A play on Europe. They have just had a writes issue. Have refinanced and recapitalized the company and the business. They are an impenetrable bank in Europe. If you believe Europe is starting its road to recovery, banks are going to do the same that they did in the US. He has a covered call on this.

DON'T BUY
DON'T BUY
March 31, 2017

With rates in negative territory it has been a challenging environment for any European financial institution. Capital Delinquency is a bit challenging.

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Deutsche Bank AG (DB-N)
March 31, 2017

With rates in negative territory it has been a challenging environment for any European financial institution. Capital Delinquency is a bit challenging.

DON'T BUY
DON'T BUY
November 11, 2016

This has been one train wreck after another. Governors are involved; regulators are involved. Even though there are expectations that rates are going to rise, this is probably one of the most damaged stories in financials. There is probably more upside in the US banks.

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Deutsche Bank AG (DB-N)
November 11, 2016

This has been one train wreck after another. Governors are involved; regulators are involved. Even though there are expectations that rates are going to rise, this is probably one of the most damaged stories in financials. There is probably more upside in the US banks.

WATCH
WATCH
October 3, 2016

Financial Crisis on the Horizon? If we go through another crisis but in Europe, Canadian banks will fall in sympathy, however European banks have gone down for a couple of years and Canadian banks have not. If you are nervous, you should raise some cash and be ready for a dip.

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Deutsche Bank AG (DB-N)
October 3, 2016

Financial Crisis on the Horizon? If we go through another crisis but in Europe, Canadian banks will fall in sympathy, however European banks have gone down for a couple of years and Canadian banks have not. If you are nervous, you should raise some cash and be ready for a dip.

DON'T BUY
DON'T BUY
September 26, 2016

She thinks it is best to stay away from most of the money center banks. There is so much under the covers that we cannot see. She is not comfortable owning any of them right now.

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Deutsche Bank AG (DB-N)
September 26, 2016

She thinks it is best to stay away from most of the money center banks. There is so much under the covers that we cannot see. She is not comfortable owning any of them right now.

COMMENT
COMMENT
May 5, 2016

This bank expanded quite aggressively into the capital markets business. When 2008 came along, they didn’t cut back on capital markets, specifically the debt business which they were very big in. That is really hurting. Retail banking in Europe does not have the kind of ROE that you get in retail in North America or the UK. You would have a better opportunity in a US bank because they are probably just as cheap and with better prospects.

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This bank expanded quite aggressively into the capital markets business. When 2008 came along, they didn’t cut back on capital markets, specifically the debt business which they were very big in. That is really hurting. Retail banking in Europe does not have the kind of ROE that you get in retail in North America or the UK. You would have a better opportunity in a US bank because they are probably just as cheap and with better prospects.

COMMENT
COMMENT
January 12, 2016

Just added this to his portfolio. Just eliminated their dividend. With the Basil 3 Accord coming up, every bank, mostly European, are worried about their capital ratios. This one is selling for half its tangible Book Value and is very cheap. The issue is, do they have any more fines to pay.

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Deutsche Bank AG (DB-N)
January 12, 2016

Just added this to his portfolio. Just eliminated their dividend. With the Basil 3 Accord coming up, every bank, mostly European, are worried about their capital ratios. This one is selling for half its tangible Book Value and is very cheap. The issue is, do they have any more fines to pay.

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