Goldman Sachs

GS-N

NYSE:GS

195.68
5.46 (2.71%)
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
June 14, 2017

This had a bad quarter and the stock fell 5%-6%. If anybody can make money in the financial world, these guys do it all the time. Balance sheet is twice as strong as it was at the time of the financial crisis. This is a bank that has the least exposure and problems with narrowing credit spreads. It has the best return on equity and the best growth opportunities. Trading at 11X earnings and has good growth prospects. Dividend yield of 1.3%. (Analysts’ price target is $250.00.)

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Goldman Sachs (GS-N)
June 14, 2017

This had a bad quarter and the stock fell 5%-6%. If anybody can make money in the financial world, these guys do it all the time. Balance sheet is twice as strong as it was at the time of the financial crisis. This is a bank that has the least exposure and problems with narrowing credit spreads. It has the best return on equity and the best growth opportunities. Trading at 11X earnings and has good growth prospects. Dividend yield of 1.3%. (Analysts’ price target is $250.00.)

TOP PICK
TOP PICK
June 9, 2017

This has been hit hard recently and he is taking advantage of this being down a good 14% from its 52-week high. Feels it is the strongest Dow stock today. There is the promise of financial services as interest rates move up. Dividend yield of 1.4%. (Analysts’ price target is $250.)

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Goldman Sachs (GS-N)
June 9, 2017

This has been hit hard recently and he is taking advantage of this being down a good 14% from its 52-week high. Feels it is the strongest Dow stock today. There is the promise of financial services as interest rates move up. Dividend yield of 1.4%. (Analysts’ price target is $250.)

DON'T BUY
DON'T BUY
June 5, 2017

Financials got rushed. Trading volume this quarter has been lack luster in this sector. Interest rates continue to dip lower. We have not yet had a reduction in regulation as expected after Trump’s election.

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Goldman Sachs (GS-N)
June 5, 2017

Financials got rushed. Trading volume this quarter has been lack luster in this sector. Interest rates continue to dip lower. We have not yet had a reduction in regulation as expected after Trump’s election.

COMMENT
COMMENT
May 26, 2017

He likes a lot of these investment banks and a lot of the US financials. When you own a name like this, you are getting some US institutional and banking business. It is very highly levered to yields moving higher. This looks like it is bouncing off the 200-day moving average. A lot of the US financials have come down and are starting to look very, very attractive.

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Goldman Sachs (GS-N)
May 26, 2017

He likes a lot of these investment banks and a lot of the US financials. When you own a name like this, you are getting some US institutional and banking business. It is very highly levered to yields moving higher. This looks like it is bouncing off the 200-day moving average. A lot of the US financials have come down and are starting to look very, very attractive.

TOP PICK
TOP PICK
May 24, 2017

In their last quarter, they had some trouble with their fixed income and currency side, and he views that as a “one off”. The stock was down 5%. With the proposed US deregulations and tax reform, that would be even more positive for them. There is lots of M&A going on. This is trading at 12X earnings, compared to the market which is at 17X. Feels they will generate growth of 12% for the next 3 years. Dividend yield of 1.4%. (Analysts’ price target is $251.)

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Goldman Sachs (GS-N)
May 24, 2017

In their last quarter, they had some trouble with their fixed income and currency side, and he views that as a “one off”. The stock was down 5%. With the proposed US deregulations and tax reform, that would be even more positive for them. There is lots of M&A going on. This is trading at 12X earnings, compared to the market which is at 17X. Feels they will generate growth of 12% for the next 3 years. Dividend yield of 1.4%. (Analysts’ price target is $251.)

PAST TOP PICK
PAST TOP PICK
May 17, 2017

(A Top Pick March 2/16. Up 30.36%.) There is still more to go on this. There is a dearth of US companies right now. The number of listed US companies is shrinking year by year for the last 10 years. Expects that this is going to go up towards its high of the year of about $250.

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Goldman Sachs (GS-N)
May 17, 2017

(A Top Pick March 2/16. Up 30.36%.) There is still more to go on this. There is a dearth of US companies right now. The number of listed US companies is shrinking year by year for the last 10 years. Expects that this is going to go up towards its high of the year of about $250.

TOP PICK
TOP PICK
May 4, 2017

With deregulation in the US he thinks this is a very interesting play. It has come back after Trump got in. Now is the time to get back in. He is continuing to buy on pullbacks. He thinks Trump is going to be able to deregulate the financial industry. (Analysts’ target: $244.04).

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With deregulation in the US he thinks this is a very interesting play. It has come back after Trump got in. Now is the time to get back in. He is continuing to buy on pullbacks. He thinks Trump is going to be able to deregulate the financial industry. (Analysts’ target: $244.04).

HOLD
HOLD
March 1, 2017

You’re not going to get the same type of upside that it had from $150 to the current price. But they are going to make hay while the sun is shining. If Donald Trump has his way, this could be 3 or 4 pretty good years for US financials. (He has a better idea for a Canadian financial.) (See Top Picks.)

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Goldman Sachs (GS-N)
March 1, 2017

You’re not going to get the same type of upside that it had from $150 to the current price. But they are going to make hay while the sun is shining. If Donald Trump has his way, this could be 3 or 4 pretty good years for US financials. (He has a better idea for a Canadian financial.) (See Top Picks.)

TOP PICK
TOP PICK
December 19, 2016

They learned to live with regulation and did it reasonably well. They did well under that cloud and now all of a sudden regulation is going to lessen. The IPO and M&A markets should be more robust. (Analysts’ Target $230.08).

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Goldman Sachs (GS-N)
December 19, 2016

They learned to live with regulation and did it reasonably well. They did well under that cloud and now all of a sudden regulation is going to lessen. The IPO and M&A markets should be more robust. (Analysts’ Target $230.08).

BUY
BUY
November 21, 2016

MET-N vs. PRU-N. They will get a nice tailwind from a steeper rate curve. He prefers MS-N or GS-N to these two.

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Goldman Sachs (GS-N)
November 21, 2016

MET-N vs. PRU-N. They will get a nice tailwind from a steeper rate curve. He prefers MS-N or GS-N to these two.

BUY
BUY
November 18, 2016

One of those companies that will benefit from the financial sector’s push back on the regulatory pressure. They have the highest revenue per employee of all the similar brokers.

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Goldman Sachs (GS-N)
November 18, 2016

One of those companies that will benefit from the financial sector’s push back on the regulatory pressure. They have the highest revenue per employee of all the similar brokers.

WATCH
WATCH
November 7, 2016

He would convert Canadian dollars today. He would do it because of our trade deficit. If you buy in the US then you need to deploy your Canadian dollars now. GS-N just hit EBV -2. $160 is his model price. All the financials have rallied, anticipating a rise in rates. The fundamentals are lagging, but with higher rates you should get higher earnings.

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Goldman Sachs (GS-N)
November 7, 2016

He would convert Canadian dollars today. He would do it because of our trade deficit. If you buy in the US then you need to deploy your Canadian dollars now. GS-N just hit EBV -2. $160 is his model price. All the financials have rallied, anticipating a rise in rates. The fundamentals are lagging, but with higher rates you should get higher earnings.

COMMENT
COMMENT
October 19, 2016

A traditional investment bank, arguably one of the best if not the best. Their business has completely downscaled over the years, with a whole series of initiatives out of the US, to reduce risks. Their revenue, for a large part, comes through capital markets and transaction business, as well as a stable asset management business. A great company, however a very hard stock to necessarily own, because you have all the capital markets uncertainty, pressure on the banks. They are probably the poster boy, whether right or wrong, for public angst. This is something you have to trade a little, rather than being a long-term hold.

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Goldman Sachs (GS-N)
October 19, 2016

A traditional investment bank, arguably one of the best if not the best. Their business has completely downscaled over the years, with a whole series of initiatives out of the US, to reduce risks. Their revenue, for a large part, comes through capital markets and transaction business, as well as a stable asset management business. A great company, however a very hard stock to necessarily own, because you have all the capital markets uncertainty, pressure on the banks. They are probably the poster boy, whether right or wrong, for public angst. This is something you have to trade a little, rather than being a long-term hold.

DON'T BUY
DON'T BUY
August 25, 2016

The yield is not great – 1.8%. Regional banks have more yield. As a business it has struggled this year, down about 8-9%. You are betting on M&A activity.

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Goldman Sachs (GS-N)
August 25, 2016

The yield is not great – 1.8%. Regional banks have more yield. As a business it has struggled this year, down about 8-9%. You are betting on M&A activity.

TOP PICK
TOP PICK
August 8, 2016

This has suffered along with all the global investment banks. They don’t have any serious regulatory issues, but are all suffering from low interest rates as well as regulatory oversight issues, having to pull capital out of trading businesses. The great news is that while everybody else is reducing exposure to trading businesses, this bank is not. There is going to be, and already is, a lot less competition in those trading businesses that they run so well and so shrewdly. Trading at about 10X earnings, a slight discount to tangible BV. Dividend yield of 1.6%.

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Goldman Sachs (GS-N)
August 8, 2016

This has suffered along with all the global investment banks. They don’t have any serious regulatory issues, but are all suffering from low interest rates as well as regulatory oversight issues, having to pull capital out of trading businesses. The great news is that while everybody else is reducing exposure to trading businesses, this bank is not. There is going to be, and already is, a lot less competition in those trading businesses that they run so well and so shrewdly. Trading at about 10X earnings, a slight discount to tangible BV. Dividend yield of 1.6%.

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