Goldman Sachs

GS-N

NYSE:GS

214.82
4.25 (2.02%)
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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Analysis and Opinions about GS-N

Signal
Opinion
Expert
WATCH
WATCH
December 6, 2018
You should expect them to boost reserves from the fallout of the Malaysian issue. It is at the lower end of the trading range but you want to see the smoke clear. He would wait on this one until you see the resumption of the trend.
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Goldman Sachs (GS-N)
December 6, 2018
You should expect them to boost reserves from the fallout of the Malaysian issue. It is at the lower end of the trading range but you want to see the smoke clear. He would wait on this one until you see the resumption of the trend.
BUY
BUY
December 5, 2018
Issue in Malaysia, which will cost them money. In grand scheme of things, with all their earnings, won't amount to much. Premier global investment bank, good valuation, whole sector is on sale. You need to buy great businesses when they're on sale.
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Goldman Sachs (GS-N)
December 5, 2018
Issue in Malaysia, which will cost them money. In grand scheme of things, with all their earnings, won't amount to much. Premier global investment bank, good valuation, whole sector is on sale. You need to buy great businesses when they're on sale.
COMMENT
COMMENT
November 26, 2018
Morgan Stanley vs. Goldman Sachs They're similar--they're in investment banking, but he prefers MS with its cheaper valuation with steadier earnings growth and less earnings volatility. Goldman is more into investment banking which is vulnerable to a market downturn, thus a little more volatile. Overall, he is light U.S. banks: there's slower loan growth and the cost of loaning money has risen along with interest rates. Analysts have been too optimistic about American banks' earnings growth going forward.
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Goldman Sachs (GS-N)
November 26, 2018
Morgan Stanley vs. Goldman Sachs They're similar--they're in investment banking, but he prefers MS with its cheaper valuation with steadier earnings growth and less earnings volatility. Goldman is more into investment banking which is vulnerable to a market downturn, thus a little more volatile. Overall, he is light U.S. banks: there's slower loan growth and the cost of loaning money has risen along with interest rates. Analysts have been too optimistic about American banks' earnings growth going forward.
BUY WEAKNESS
BUY WEAKNESS
November 20, 2018
Positive on the name. Whenever anything happens in the financial space, Goldman is there. Has more torque than a traditional bank, as its earnings are a bit more leveraged. Keeping money to grow the business instead of returning it to shareholders, a positive. Conservative on loan reserves. Would be looking to add, not exit.
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Goldman Sachs (GS-N)
November 20, 2018
Positive on the name. Whenever anything happens in the financial space, Goldman is there. Has more torque than a traditional bank, as its earnings are a bit more leveraged. Keeping money to grow the business instead of returning it to shareholders, a positive. Conservative on loan reserves. Would be looking to add, not exit.
BUY
BUY
November 12, 2018
C-N vs GS-N He likes American banks. CITI peaked at the start of 2018 and is now drifting lower. Their uptrend from 2016-2018 could repeat. This could fall back to the $60 level of resistance. Goldman (GS-N) has a similar chart, but its drop this year had been more severe. Their support level is strong at $200 (it's been tested many times). GS-N is less risky.
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Goldman Sachs (GS-N)
November 12, 2018
C-N vs GS-N He likes American banks. CITI peaked at the start of 2018 and is now drifting lower. Their uptrend from 2016-2018 could repeat. This could fall back to the $60 level of resistance. Goldman (GS-N) has a similar chart, but its drop this year had been more severe. Their support level is strong at $200 (it's been tested many times). GS-N is less risky.
COMMENT
COMMENT
October 11, 2018

A top investment bank in the world. New CEO needs to talk about the company more, but investment banks should do well in volatility. What's hurt Goldman is that its retail side if weak and are only now slowly going into that area and seeing decent growth. Beware: there's a lot of volatility in investment banking and they don't have retail to fall back on. A good brand to own.

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Goldman Sachs (GS-N)
October 11, 2018

A top investment bank in the world. New CEO needs to talk about the company more, but investment banks should do well in volatility. What's hurt Goldman is that its retail side if weak and are only now slowly going into that area and seeing decent growth. Beware: there's a lot of volatility in investment banking and they don't have retail to fall back on. A good brand to own.

TOP PICK
TOP PICK
October 2, 2018

This is the premier global investment bank. They are the best run bank in this space. They were not damaged in the financial crisis. But Goldman Sachs has suffered along with the other large banks. Investors have the chance to buy it now near 11 times current earnings and perhaps 9 times next year’s earnings. They are the only major investment bank that has fewer shares outstanding now than before the financial crisis. It continues to use its free cash flow to buy back shares. Fewer large banks are involved in trading activities, and margins for Goldman Sachs’ trading continue to be very strong. Goldman has a new CEO, which causes some concern. However, Goldman has a great track record with management transitions; he expects this to go well. Yield 01.4%. (Analysts’ price target $273.72)

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Goldman Sachs (GS-N)
October 2, 2018

This is the premier global investment bank. They are the best run bank in this space. They were not damaged in the financial crisis. But Goldman Sachs has suffered along with the other large banks. Investors have the chance to buy it now near 11 times current earnings and perhaps 9 times next year’s earnings. They are the only major investment bank that has fewer shares outstanding now than before the financial crisis. It continues to use its free cash flow to buy back shares. Fewer large banks are involved in trading activities, and margins for Goldman Sachs’ trading continue to be very strong. Goldman has a new CEO, which causes some concern. However, Goldman has a great track record with management transitions; he expects this to go well. Yield 01.4%. (Analysts’ price target $273.72)

PAST TOP PICK
PAST TOP PICK
September 18, 2018

(Past Top Pick, June 14, 2017, Up 3%) His favourite US bank is Goldman Sachs. Trading at 10x earnings, at a discount to its peers; their earnings should grow 15%. They follow a well-diversified model. They won't increase share buybacks or capital, because they need the cash because they are growing so fast. Pays a dividend of 1.4%. They make money in difficult times. US banks as a whole have been stuck the past well, but GS has been doing everything right.

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Goldman Sachs (GS-N)
September 18, 2018

(Past Top Pick, June 14, 2017, Up 3%) His favourite US bank is Goldman Sachs. Trading at 10x earnings, at a discount to its peers; their earnings should grow 15%. They follow a well-diversified model. They won't increase share buybacks or capital, because they need the cash because they are growing so fast. Pays a dividend of 1.4%. They make money in difficult times. US banks as a whole have been stuck the past well, but GS has been doing everything right.

BUY
BUY
August 29, 2018

When interest rates rise, banks raise their lending rates faster than the deposit rate. Their margins increase. GS has made their money on underwriting and proprietary trading. Inexpensive stock at less than 10x earnings.

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Goldman Sachs (GS-N)
August 29, 2018

When interest rates rise, banks raise their lending rates faster than the deposit rate. Their margins increase. GS has made their money on underwriting and proprietary trading. Inexpensive stock at less than 10x earnings.

BUY
BUY
June 7, 2018

Goldman Sachs is an incredible franchise, not expensive as it trades at slightly above book value and a low PE. GS stayed with fixed income whereas other investment banks cut back aggressively, because this area drained capital and reduced ROE. GS is one of the top investment banks.

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Goldman Sachs (GS-N)
June 7, 2018

Goldman Sachs is an incredible franchise, not expensive as it trades at slightly above book value and a low PE. GS stayed with fixed income whereas other investment banks cut back aggressively, because this area drained capital and reduced ROE. GS is one of the top investment banks.

PAST TOP PICK
PAST TOP PICK
June 5, 2018

(A Top Pick May 24, 2017. Up 4%). This company is doing well but it disappointed investors when it didn’t announce buybacks in its last earnings call. He thinks Goldman is acting responsibly and putting its money to work on growth. Late cycle business activity includes a lot of mergers and acquisitions, which Goldman Sachs will benefit from. They are also continuing to grow their bank and earning good returns. The growth rate from investing their cash flow in this is better than investors would get from dividends and buybacks. He is buying the company on its dip, expecting the stock to rise as interest rates rise.

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Goldman Sachs (GS-N)
June 5, 2018

(A Top Pick May 24, 2017. Up 4%). This company is doing well but it disappointed investors when it didn’t announce buybacks in its last earnings call. He thinks Goldman is acting responsibly and putting its money to work on growth. Late cycle business activity includes a lot of mergers and acquisitions, which Goldman Sachs will benefit from. They are also continuing to grow their bank and earning good returns. The growth rate from investing their cash flow in this is better than investors would get from dividends and buybacks. He is buying the company on its dip, expecting the stock to rise as interest rates rise.

TOP PICK
TOP PICK
May 31, 2018

They just bought some more today. Trading at 10 times earnings. Their capital markets business is booming. Very smart investment bankers. (Analysts’ price target is $272.77)

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Goldman Sachs (GS-N)
May 31, 2018

They just bought some more today. Trading at 10 times earnings. Their capital markets business is booming. Very smart investment bankers. (Analysts’ price target is $272.77)

BUY
BUY
May 7, 2018

They have gone full throttle in the riskier business of trading derivatives. They are the only one of the big banks going full throttle. They have fewer shares outstanding than before the financial crisis.

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They have gone full throttle in the riskier business of trading derivatives. They are the only one of the big banks going full throttle. They have fewer shares outstanding than before the financial crisis.

DON'T BUY
DON'T BUY
April 25, 2018

He sold Goldman Sachs and bought Morgan Stanley less than a year ago. Goldman had fixed-income problems whereas Morgan Stanley developed a successful wealth management business, benefitting from lots of trading volume these days.

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Goldman Sachs (GS-N)
April 25, 2018

He sold Goldman Sachs and bought Morgan Stanley less than a year ago. Goldman had fixed-income problems whereas Morgan Stanley developed a successful wealth management business, benefitting from lots of trading volume these days.

TOP PICK
TOP PICK
April 9, 2018

Trading at only 12x earnings. While other Wall St. banks have reduced traded derivatives, Goldman hasn't. A huge opportunity. Margins will increase in this area, because of less competition. The number-one investment bank in the world, benefitting huge from European M&A. Expects 50% earnings growth in three years. (Analysts' price target $270.63)

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Goldman Sachs (GS-N)
April 9, 2018

Trading at only 12x earnings. While other Wall St. banks have reduced traded derivatives, Goldman hasn't. A huge opportunity. Margins will increase in this area, because of less competition. The number-one investment bank in the world, benefitting huge from European M&A. Expects 50% earnings growth in three years. (Analysts' price target $270.63)

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