JP Morgan Chase & Co

JPM-N

NYSE:JPM

135.81
1.68 (1.22%)
JPMorgan Chase & Co. is an American multinational banking and financial services holding company headquartered in New York City.
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Analysis and Opinions about JPM-N

Signal
Opinion
Expert
HOLD
HOLD
October 8, 2019
It's near its all-time high. He expects this to lead if the financials get going. He's holding on though it hasn't done much in the last 18 months.
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It's near its all-time high. He expects this to lead if the financials get going. He's holding on though it hasn't done much in the last 18 months.
BUY
BUY
October 7, 2019
North American banks have gone sideways, including JPM. JPM has been rangebound since early 2018. It tends to bounce off $110 and hits a ceiling of $120. That's one approach. Another approach is to see if it breaks-out above $120 and buy it then.
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North American banks have gone sideways, including JPM. JPM has been rangebound since early 2018. It tends to bounce off $110 and hits a ceiling of $120. That's one approach. Another approach is to see if it breaks-out above $120 and buy it then.
COMMENT
COMMENT
October 4, 2019
His favorite US bank. Go big or go home. The best managed and smartest commercial bank. There is room to raise the dividend, although it is in the late part of the cycle. He is not seeing significant loan losses. A solidly capitalized bank making the dividend safer today.
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His favorite US bank. Go big or go home. The best managed and smartest commercial bank. There is room to raise the dividend, although it is in the late part of the cycle. He is not seeing significant loan losses. A solidly capitalized bank making the dividend safer today.
PAST TOP PICK
PAST TOP PICK
October 2, 2019
(A Top Pick Oct 16/18, Up 7%) Still likes it. It's the premier US bank and he's owned it for a long time.
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(A Top Pick Oct 16/18, Up 7%) Still likes it. It's the premier US bank and he's owned it for a long time.
TOP PICK
TOP PICK
August 21, 2019
A partial covered call. Buy 200 shares at $107.25, sell 100 and get $4.55, net $105.08/share. And let the other 100 shares run and enjoy the upside. And you're paid a nice dividend similar to Canadian banks.
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A partial covered call. Buy 200 shares at $107.25, sell 100 and get $4.55, net $105.08/share. And let the other 100 shares run and enjoy the upside. And you're paid a nice dividend similar to Canadian banks.
TOP PICK
TOP PICK
August 20, 2019
Trades at 11x PE and yields almost 3%. One of the best-run banks in the world. (Analysts’ price target is $119.96)
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Trades at 11x PE and yields almost 3%. One of the best-run banks in the world. (Analysts’ price target is $119.96)
BUY
BUY
August 9, 2019

Canadian vs. American banks (BAC, JPM) The Canadians trade at a premium (in book and PE terms) vs. Americans, and the 12-month outlook is better for Americans. BAC is cheaper than JPM and more domestically focused. Also, Citibank is cheaper than both of these, trading below book value with better protection to the down side.

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Canadian vs. American banks (BAC, JPM) The Canadians trade at a premium (in book and PE terms) vs. Americans, and the 12-month outlook is better for Americans. BAC is cheaper than JPM and more domestically focused. Also, Citibank is cheaper than both of these, trading below book value with better protection to the down side.

PAST TOP PICK
PAST TOP PICK
August 6, 2019
(A Top Pick Sep 20/18, Down 5%) He still owns this. The best bank in the US with a 15% dividend growth. He would buy again here. Yield 3%
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(A Top Pick Sep 20/18, Down 5%) He still owns this. The best bank in the US with a 15% dividend growth. He would buy again here. Yield 3%
WAIT
WAIT
July 18, 2019

Great company, best of breed. Benefiting from diversified global business, healthy consumer, job creation. Increased dividend, share buybacks. Model 7% EPS growth. You can't go wrong with the near 3% dividend. More opportunity in other names, like CitiGroup trading at 8x earnings.

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Great company, best of breed. Benefiting from diversified global business, healthy consumer, job creation. Increased dividend, share buybacks. Model 7% EPS growth. You can't go wrong with the near 3% dividend. More opportunity in other names, like CitiGroup trading at 8x earnings.

Greg Newman

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Price
$114.670
Owned
Unknown
TOP PICK
TOP PICK
July 10, 2019
It has not participated in this rebound. 11 times earnings and 3% yield. They are number 1 in retail deposits. They feel they can expand and grow their share by targeting high net worth individuals. (Analysts’ price target is $118.44)
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It has not participated in this rebound. 11 times earnings and 3% yield. They are number 1 in retail deposits. They feel they can expand and grow their share by targeting high net worth individuals. (Analysts’ price target is $118.44)
PAST TOP PICK
PAST TOP PICK
June 11, 2019
(A Top Pick Jun 08/18, Up 3%) The US banks have not rebounded as well as the Canadian ones. The US economy continues to grow and consumers are in an improving state. The stock trades at 11 times PE with a yield of 3%. She expects the dividend to continue to grow and expects them to buy back stock.
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(A Top Pick Jun 08/18, Up 3%) The US banks have not rebounded as well as the Canadian ones. The US economy continues to grow and consumers are in an improving state. The stock trades at 11 times PE with a yield of 3%. She expects the dividend to continue to grow and expects them to buy back stock.
PAST TOP PICK
PAST TOP PICK
June 4, 2019
(A Top Pick Jun 05/18, Up 4%) The banks have come under pressure lately, but he continues to recommend it.
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(A Top Pick Jun 05/18, Up 4%) The banks have come under pressure lately, but he continues to recommend it.
TOP PICK
TOP PICK
June 4, 2019
A high quality US bank. Economically things continue to look good in the US. They have worked had to improve the balance sheet. Capital is managed well and it appears to be a good defensive holding. Yield 2.9% (Analysts’ price target is $118.04)
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A high quality US bank. Economically things continue to look good in the US. They have worked had to improve the balance sheet. Capital is managed well and it appears to be a good defensive holding. Yield 2.9% (Analysts’ price target is $118.04)
COMMENT
COMMENT
May 27, 2019
Best of the US banks. Continue to take market share. Growth is harder to come by, as we're late in the credit cycle. Investment banking is improving. Loan book is doing well. Stock has run up. He prefers to hold TD bank, and that gives him US exposure.
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Best of the US banks. Continue to take market share. Growth is harder to come by, as we're late in the credit cycle. Investment banking is improving. Loan book is doing well. Stock has run up. He prefers to hold TD bank, and that gives him US exposure.
COMMENT
COMMENT
May 22, 2019
He likes the US banks in general. However, he has pared back on some of his US bank holdings. His concern is that interest rates are staying low. He might tend toward some of the Canadian insurance companies, because later stage in the economic cycle with the banks.
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He likes the US banks in general. However, he has pared back on some of his US bank holdings. His concern is that interest rates are staying low. He might tend toward some of the Canadian insurance companies, because later stage in the economic cycle with the banks.
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