Goldman Sachs

GS-N

NYSE:GS

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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Analysis and Opinions about GS-N

Signal
Opinion
Expert
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)

BUY
BUY
February 14, 2018

He's positive on more M&A in U.S. banks given de-regulation. Expects lots of activity, like expanding banking services.

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Goldman Sachs (GS-N)
February 14, 2018

He's positive on more M&A in U.S. banks given de-regulation. Expects lots of activity, like expanding banking services.

BUY
BUY
February 13, 2018

The low volatility limited trading profits at GS. Boy, that has changed. It's much better now. He's bullish. Also owns J.P. Morgan for the global reach, and owns Goldman for the investment banking.

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Goldman Sachs (GS-N)
February 13, 2018

The low volatility limited trading profits at GS. Boy, that has changed. It's much better now. He's bullish. Also owns J.P. Morgan for the global reach, and owns Goldman for the investment banking.

TOP PICK
TOP PICK
February 6, 2018

Best time to be a US bank. Tax reform. Deregulation. Rising interest rates. This company makes a lot of money on volatility. Now that is back, earnings are going to benefit. (Analysts’ price target is $ 271.38)

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Goldman Sachs (GS-N)
February 6, 2018

Best time to be a US bank. Tax reform. Deregulation. Rising interest rates. This company makes a lot of money on volatility. Now that is back, earnings are going to benefit. (Analysts’ price target is $ 271.38)

BUY
BUY
December 29, 2017

The banking industry as a whole is cheap. This is a very special company. Not expensive. Trading at 1.2X Book. Their "fixed business", such as fixed income, interest rates and commodity business, uses a lot of capital. They are one of the few companies that didn't slim down. That’s hurt them in the last several quarters. However, looking at any kind of metric in investment banking, they are amongst the top 5 where you have to be to make a lot of money. A very premier name and continues to have a lot of cache in it. Very low dividend yield of 1.3%.

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Goldman Sachs (GS-N)
December 29, 2017

The banking industry as a whole is cheap. This is a very special company. Not expensive. Trading at 1.2X Book. Their "fixed business", such as fixed income, interest rates and commodity business, uses a lot of capital. They are one of the few companies that didn't slim down. That’s hurt them in the last several quarters. However, looking at any kind of metric in investment banking, they are amongst the top 5 where you have to be to make a lot of money. A very premier name and continues to have a lot of cache in it. Very low dividend yield of 1.3%.

PAST TOP PICK
PAST TOP PICK
December 19, 2017

(A Top Pick Dec 19/16. Up 9%.) He likes the US financials, but has moved away from this in favour of Morgan Stanley (MS-N). Didn't feel it was executing as well as it should have been. Trading volumes have been low, and he wanted to move more towards the retail opportunity in addition to capital markets.

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Goldman Sachs (GS-N)
December 19, 2017

(A Top Pick Dec 19/16. Up 9%.) He likes the US financials, but has moved away from this in favour of Morgan Stanley (MS-N). Didn't feel it was executing as well as it should have been. Trading volumes have been low, and he wanted to move more towards the retail opportunity in addition to capital markets.

PAST TOP PICK
PAST TOP PICK
November 28, 2017

(A Top Pick Aug 8/16. Up 47%.) All global investment banks are benefiting as interest rates start to rise. This one has done what almost no one else has done, which is not reducing exposure to the riskier trading parts of the business. Their global footprint is almost 2nd to none today. They have good exposure in Europe, whose economy is slowly recovering.

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Goldman Sachs (GS-N)
November 28, 2017

(A Top Pick Aug 8/16. Up 47%.) All global investment banks are benefiting as interest rates start to rise. This one has done what almost no one else has done, which is not reducing exposure to the riskier trading parts of the business. Their global footprint is almost 2nd to none today. They have good exposure in Europe, whose economy is slowly recovering.

BUY
BUY
October 23, 2017

The whole banking sector is going to do better. It is a great place to hide. It has been a tough road because regulators have not exited the space yet. Once they go these things could have another leg on them. He has BAC-N.

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Goldman Sachs (GS-N)
October 23, 2017

The whole banking sector is going to do better. It is a great place to hide. It has been a tough road because regulators have not exited the space yet. Once they go these things could have another leg on them. He has BAC-N.

WATCH
WATCH
October 12, 2017

A name that bodes very well in terms of their offering. Trading at about 1.23 X Price to Book, not a bad valuation relative to the rest of the street. Stock has been flattening a little more recently. A name that would be on his radar.

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Goldman Sachs (GS-N)
October 12, 2017

A name that bodes very well in terms of their offering. Trading at about 1.23 X Price to Book, not a bad valuation relative to the rest of the street. Stock has been flattening a little more recently. A name that would be on his radar.

HOLD
HOLD
September 22, 2017

He likes this. It is not expensive and pays a decent dividend. A couple of things have happened that has hurt. Other companies cut back on fixed income, currency and commodity (FCC) side of the business because it is a very highly intensive capital business from a regulatory point of view. Goldman decided not to do that as much. They are still #1 in cash equities, etc.

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Goldman Sachs (GS-N)
September 22, 2017

He likes this. It is not expensive and pays a decent dividend. A couple of things have happened that has hurt. Other companies cut back on fixed income, currency and commodity (FCC) side of the business because it is a very highly intensive capital business from a regulatory point of view. Goldman decided not to do that as much. They are still #1 in cash equities, etc.

PAST TOP PICK
PAST TOP PICK
September 7, 2017

(A Top Pick Aug 8/16. Up 34.44%.) This has something unique. While almost every other major global investment bank has reduced its trading exposure, this one hasn’t. Therefore, competition has fallen off dramatically. Margins in trading and related businesses, are expanding dramatically. The only major US global bank that has fewer shares outstanding than they did before the financial crisis. This is still a buy.

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Goldman Sachs (GS-N)
September 7, 2017

(A Top Pick Aug 8/16. Up 34.44%.) This has something unique. While almost every other major global investment bank has reduced its trading exposure, this one hasn’t. Therefore, competition has fallen off dramatically. Margins in trading and related businesses, are expanding dramatically. The only major US global bank that has fewer shares outstanding than they did before the financial crisis. This is still a buy.

PAST TOP PICK
PAST TOP PICK
September 5, 2017

(A Top Pick June 9/17. Down 1.22%.) This is taking it on the chin a little as the 10-year treasury moved back down to under 2.1%, but that is the low point of 2017. These things are cyclical and eventually interest rates will pop up, and a company like this will follow suit. It will rebound once financial stocks start to move up again.

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Goldman Sachs (GS-N)
September 5, 2017

(A Top Pick June 9/17. Down 1.22%.) This is taking it on the chin a little as the 10-year treasury moved back down to under 2.1%, but that is the low point of 2017. These things are cyclical and eventually interest rates will pop up, and a company like this will follow suit. It will rebound once financial stocks start to move up again.

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