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Goldman Sachs

GS-N

301.01

6.86 (2.23%)

The Goldman Sachs Group, Inc. is an American multinational finance company that engages in global investment banking, investment management, securities, and other financial services including asset ...

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Signal

Opinion

Expert

PAST TOP PICK

PAST TOP PICK

May 13, 2019

(A Top Pick May 31/18, Down 13%) He'd build on it with the drop. Banks have not performed well this year. Caught up in one lawsuit, which is about 3 months profit for the bank. Their digital bank is growing rapidly. Technologically savvy. Well capitalized. Trading at tangible book value, a good time to buy. New CEO shaking things up.

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Goldman Sachs (GS-N)

May 13, 2019

(A Top Pick May 31/18, Down 13%) He'd build on it with the drop. Banks have not performed well this year. Caught up in one lawsuit, which is about 3 months profit for the bank. Their digital bank is growing rapidly. Technologically savvy. Well capitalized. Trading at tangible book value, a good time to buy. New CEO shaking things up.

John O'Connell, CFA

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Price

$194.970

Owned

Yes

DON'T BUY

DON'T BUY

May 8, 2019

The PEG ratio is about 1, suggesting a good company with decent valuation. The PE is about 10. It trades about 1 times book value right now. But they just don't have the same powerful levers as they did years ago. The technicals do not look exciting to enter either. (Analysts’ price target is $230.00)

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Goldman Sachs (GS-N)

May 8, 2019

The PEG ratio is about 1, suggesting a good company with decent valuation. The PE is about 10. It trades about 1 times book value right now. But they just don't have the same powerful levers as they did years ago. The technicals do not look exciting to enter either. (Analysts’ price target is $230.00)

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Price

$200.950

Owned

No

BUY

BUY

May 7, 2019

The premier investment bank in the world. They've never had to dilute shares. They have less competition now, though encountered trouble in Malaysia and will likely pay a hefty penalty of $6-7 billion. They can absorb this. Valuation is cheap and should continue to thrive.

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Goldman Sachs (GS-N)

May 7, 2019

The premier investment bank in the world. They've never had to dilute shares. They have less competition now, though encountered trouble in Malaysia and will likely pay a hefty penalty of $6-7 billion. They can absorb this. Valuation is cheap and should continue to thrive.

Lorne Steinberg

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Price

$202.630

Owned

Yes

DON'T BUY

DON'T BUY

April 22, 2019

He owned this many years ago. GS is trying to keep up with the rapdily changing landscape of capital markets. It's partially succeeded, but GS is mired in a fraud issue in Malaysia. He owns and prefers Morgan Stanley.

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Goldman Sachs (GS-N)

April 22, 2019

He owned this many years ago. GS is trying to keep up with the rapdily changing landscape of capital markets. It's partially succeeded, but GS is mired in a fraud issue in Malaysia. He owns and prefers Morgan Stanley.

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Price

$204.600

Owned

No

WAIT

WAIT

March 28, 2019

Financials is a big scratching head at the moment. This particular bank is not faced with the pressures of the retail banking in general. Used to be an investment bank leveraged 30 to 1. Everything that it used to do to eke out high torque on their profitability seems to be muted a little bit and without the leverage that they used to have. He has been bullish in financials prematurely. Trading below book value. Jury is out on this one.

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Goldman Sachs (GS-N)

March 28, 2019

Financials is a big scratching head at the moment. This particular bank is not faced with the pressures of the retail banking in general. Used to be an investment bank leveraged 30 to 1. Everything that it used to do to eke out high torque on their profitability seems to be muted a little bit and without the leverage that they used to have. He has been bullish in financials prematurely. Trading below book value. Jury is out on this one.

Mike S. Newton, CIM FCSI

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Price

$191.180

Owned

Unknown

PAST TOP PICK

PAST TOP PICK

March 26, 2019

(A Top Pick Apr 09/18, Down 23%) Yield curve inversion has put banks out of favour. Malaysia scandal is weighing on the stock. World's best investment bank, at a single digit multiple, looks compelling.

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Goldman Sachs (GS-N)

March 26, 2019

(A Top Pick Apr 09/18, Down 23%) Yield curve inversion has put banks out of favour. Malaysia scandal is weighing on the stock. World's best investment bank, at a single digit multiple, looks compelling.

Lorne Steinberg

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Price

$190.690

Owned

Yes

BUY

BUY

March 21, 2019

It has had trouble getting out of its own way in terms of where it has come from. The brand has been tarnished since 2008. It trades at about 90% of book value. It still represents a premier house in which to do M&A and he thinks 2019 will be a strong M&A environment. They have strengthened their abilities in the wealth management area.

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Goldman Sachs (GS-N)

March 21, 2019

It has had trouble getting out of its own way in terms of where it has come from. The brand has been tarnished since 2008. It trades at about 90% of book value. It still represents a premier house in which to do M&A and he thinks 2019 will be a strong M&A environment. They have strengthened their abilities in the wealth management area.

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Price

$194.580

Owned

Unknown

DON'T BUY

DON'T BUY

February 22, 2019

Their is some concern that interest rates may rise, which could slow them down. They have a bit of a tainted image -- making money on the backs of their clients. A profitable company, but not one they have wanted to own.

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Goldman Sachs (GS-N)

February 22, 2019

Their is some concern that interest rates may rise, which could slow them down. They have a bit of a tainted image -- making money on the backs of their clients. A profitable company, but not one they have wanted to own.

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Price

$196.000

Owned

No

TOP PICK

TOP PICK

February 12, 2019

Good growth. Loan losses are very conservative. GS will probably do M&A in this late cycle. Expects good performance here. (Analysts’ price target is $230.46)

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Goldman Sachs (GS-N)

February 12, 2019

Good growth. Loan losses are very conservative. GS will probably do M&A in this late cycle. Expects good performance here. (Analysts’ price target is $230.46)

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Price

$195.040

Owned

Yes

BUY

BUY

February 4, 2019

Well-run with earnings in the last report very good. Fine revenue growth as was investment banking. Fixed income fine. The Indonesian lawsuit is a concern, though. Trades at 10x earnings and slightly above book value. He loves it.

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Goldman Sachs (GS-N)

February 4, 2019

Well-run with earnings in the last report very good. Fine revenue growth as was investment banking. Fixed income fine. The Indonesian lawsuit is a concern, though. Trades at 10x earnings and slightly above book value. He loves it.

John O'Connell, CFA

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Price

$197.720

Owned

Yes

PAST TOP PICK

PAST TOP PICK

January 25, 2019

(A Top Pick Feb 06/18, Down 21%) They had stellar numbers in 2018 like 11% revenue growth and bought back 2% of its stock.. But they're by this Malaysian scandal, sued by their government by a huge amount and create a crisis of confidence--buy this will pass. GS recovered a bit in Q4. But he doesn't understand why this is trading at tangible book value. A wonderful franchise.

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Goldman Sachs (GS-N)

January 25, 2019

(A Top Pick Feb 06/18, Down 21%) They had stellar numbers in 2018 like 11% revenue growth and bought back 2% of its stock.. But they're by this Malaysian scandal, sued by their government by a huge amount and create a crisis of confidence--buy this will pass. GS recovered a bit in Q4. But he doesn't understand why this is trading at tangible book value. A wonderful franchise.

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Price

$200.740

Owned

Yes

COMMENT

COMMENT

January 17, 2019

US banks didn't do well last year. First 3 quarters showed strength in global markets. Negative performance in client engagement. Corporate business OK. If you own 3 banks, sell 1 and diversify.

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Goldman Sachs (GS-N)

January 17, 2019

US banks didn't do well last year. First 3 quarters showed strength in global markets. Negative performance in client engagement. Corporate business OK. If you own 3 banks, sell 1 and diversify.

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Price

$199.090

Owned

Unknown

WAIT

WAIT

January 8, 2019

Price to book ratio play. Classically you buy it below book and sell it at 1.5-1.8X. Currently 0.86X price to book looks really tempting. They are not as susceptible to net interest margin, to the credit, to a number of factors that are going to hit banks. Much more focused business line, great wealth management, great asset management, great trading capital market and investment banking. But at the end of the day we are at the end of the cycle and now may not be the time to buy this.

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Goldman Sachs (GS-N)

January 8, 2019

Price to book ratio play. Classically you buy it below book and sell it at 1.5-1.8X. Currently 0.86X price to book looks really tempting. They are not as susceptible to net interest margin, to the credit, to a number of factors that are going to hit banks. Much more focused business line, great wealth management, great asset management, great trading capital market and investment banking. But at the end of the day we are at the end of the cycle and now may not be the time to buy this.

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Price

$175.370

Owned

Unknown

DON'T BUY

DON'T BUY

December 31, 2018

He is not there for the financials and not warming up on them. He does not think rates are going much higher. He was short and covered.

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Goldman Sachs (GS-N)

December 31, 2018

He is not there for the financials and not warming up on them. He does not think rates are going much higher. He was short and covered.

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Price

$167.050

Owned

No

WAIT

WAIT

December 21, 2018

Loves range-bound stocks, because they're so easy to trade. He was going to buy this, but didn't because it broke down early. Fundamentally, he likes it. $160-130 would be a target for the downside, and could bounce off that. If you already own, you're already 3/4 of the way through the damage.

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Goldman Sachs (GS-N)

December 21, 2018

Loves range-bound stocks, because they're so easy to trade. He was going to buy this, but didn't because it broke down early. Fundamentally, he likes it. $160-130 would be a target for the downside, and could bounce off that. If you already own, you're already 3/4 of the way through the damage.

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Price

$160.050

Owned

No

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