JP Morgan Chase & Co

JPM-N

NYSE:JPM

114.29
7.08 (5.83%)
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
PAST TOP PICK
PAST TOP PICK
May 17, 2019
(A Top Pick Jul 10/18, Up 7%) It has one of the best CEOs in the world. Cheap valuation. Good if you think the US economy will continue to grow. A great operation.
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(A Top Pick Jul 10/18, Up 7%) It has one of the best CEOs in the world. Cheap valuation. Good if you think the US economy will continue to grow. A great operation.
BUY
BUY
May 13, 2019
Very well run, decent dividend, trades at fair valuations. May or may not get back down to $100, but doesn't think it likely. His time frame to own is 5-10 years. Well diversified international bank.
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Very well run, decent dividend, trades at fair valuations. May or may not get back down to $100, but doesn't think it likely. His time frame to own is 5-10 years. Well diversified international bank.
WAIT
WAIT
April 25, 2019
Regulatory environment for US banks has been difficult. Doing a lot with blockchain, one of the leaders in trying to get it into bank strategies. Interest margins are going to be tough with the flat curve, so he's taken money out of US banks. Can't find a higher quality name than this. Best CEO in the game. Just doesn't like it at these levels.
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Regulatory environment for US banks has been difficult. Doing a lot with blockchain, one of the leaders in trying to get it into bank strategies. Interest margins are going to be tough with the flat curve, so he's taken money out of US banks. Can't find a higher quality name than this. Best CEO in the game. Just doesn't like it at these levels.
BUY
BUY
April 24, 2019
One of the three US banks he owns. Financials have lagged in this rally of the last three months. Latest earnings are very positive.
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One of the three US banks he owns. Financials have lagged in this rally of the last three months. Latest earnings are very positive.
PAST TOP PICK
PAST TOP PICK
April 15, 2019
(A Top Pick Oct 16/18, Up 3%) Got hammered in December but has recovered well. It's the best American bank. Its peers have disappointed him. Can't go wrong with it.
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(A Top Pick Oct 16/18, Up 3%) Got hammered in December but has recovered well. It's the best American bank. Its peers have disappointed him. Can't go wrong with it.
BUY
BUY
March 26, 2019
The cream of the crop, with fine products and managers. They rose their dividend which has room to grown. Loves JPM. PB and PE are cheap. It's his favourite US bank.
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The cream of the crop, with fine products and managers. They rose their dividend which has room to grown. Loves JPM. PB and PE are cheap. It's his favourite US bank.
PAST TOP PICK
PAST TOP PICK
March 25, 2019
(A Top Pick Feb 21/18, Down 12%) He took a position during low interest rates. They moved up and the industry performed incredibly well and then something bad happened. Interest rates went high and money market funds became competitive with bank deposits.
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(A Top Pick Feb 21/18, Down 12%) He took a position during low interest rates. They moved up and the industry performed incredibly well and then something bad happened. Interest rates went high and money market funds became competitive with bank deposits.
COMMENT
COMMENT
March 18, 2019
They have a lot of room to go. He sees % growth. Capital ratios are very good. Return on equity is among the highest. It's a play on the US doing well and global growth. You can do well buying and holding this long-term.
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They have a lot of room to go. He sees % growth. Capital ratios are very good. Return on equity is among the highest. It's a play on the US doing well and global growth. You can do well buying and holding this long-term.
Greg Newman

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Price
$107.335
Owned
Unknown
BUY
BUY
March 13, 2019
He'd step into it. It's a sector leader. Didn't have a good Q4, but no bank did. It's an opportunity now. Pays a good dividend and run by a good CEO.
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He'd step into it. It's a sector leader. Didn't have a good Q4, but no bank did. It's an opportunity now. Pays a good dividend and run by a good CEO.
PAST TOP PICK
PAST TOP PICK
February 13, 2019
(A Top Pick Feb 13/18, Down 6%) The US bank sector took a hit in December and it has not quite recovered entirely yet. This is her play on the US economy and they have the largest holding of US investor holdings. They increased the dividend by 40% last year and the yield exceeds 3%. It trades at 10 times earnings -- below historical norms. Yield 3.1%.
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(A Top Pick Feb 13/18, Down 6%) The US bank sector took a hit in December and it has not quite recovered entirely yet. This is her play on the US economy and they have the largest holding of US investor holdings. They increased the dividend by 40% last year and the yield exceeds 3%. It trades at 10 times earnings -- below historical norms. Yield 3.1%.
PAST TOP PICK
PAST TOP PICK
February 12, 2019
(A Top Pick Feb 14/18, Down 9%) Surprised and confounded him. Banks in Canada as well as America took a dive last year. JPM is a one-stop banking shop in the US: commercial banking, investment banking, personal banking. They recently rose their dividend. At the time, interest rates rose, so he though this sector would do quite well. It didn't. He's more positive on US banks vs. Canadian, because of de-regulation there. He's confident in management.
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(A Top Pick Feb 14/18, Down 9%) Surprised and confounded him. Banks in Canada as well as America took a dive last year. JPM is a one-stop banking shop in the US: commercial banking, investment banking, personal banking. They recently rose their dividend. At the time, interest rates rose, so he though this sector would do quite well. It didn't. He's more positive on US banks vs. Canadian, because of de-regulation there. He's confident in management.
PAST TOP PICK
PAST TOP PICK
January 10, 2019
(A Top Pick Feb 16/18, Down 11%) It's going to have some resistance about $100. He thinks it is a quality bank and soon we should see a challenge of the previous high at $120.
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(A Top Pick Feb 16/18, Down 11%) It's going to have some resistance about $100. He thinks it is a quality bank and soon we should see a challenge of the previous high at $120.
COMMENT
COMMENT
January 4, 2019
BAC or JPM? He owns JP Morgan, but likes BAC as well. Overall, JP Morgan has been a premium bank in the US since the recession. The US banks are trading extremely cheap -- he likes both.
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BAC or JPM? He owns JP Morgan, but likes BAC as well. Overall, JP Morgan has been a premium bank in the US since the recession. The US banks are trading extremely cheap -- he likes both.
DON'T BUY
DON'T BUY
December 27, 2018
The ruling today for $135 Million is a trivial amount. They are one of the best banks in the world. We have 200 years of history with markets and they have been under-performing markets except for a few 3-5 years periods. Interest rates right now are not good for them. Credit provisioning is relatively low and can only go up. But we could have years of strong credit performance. JPM-N is definitely a great company it the question is whether to own banks. Big banks are growing somewhere between 0 and .2 percent.
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The ruling today for $135 Million is a trivial amount. They are one of the best banks in the world. We have 200 years of history with markets and they have been under-performing markets except for a few 3-5 years periods. Interest rates right now are not good for them. Credit provisioning is relatively low and can only go up. But we could have years of strong credit performance. JPM-N is definitely a great company it the question is whether to own banks. Big banks are growing somewhere between 0 and .2 percent.
WATCH
WATCH
December 21, 2018
All the US major banks look the same. Chart is better than Goldman Sachs. It's broken, but is it flat-out broken? It's not been annihilated. In short-term, it will probably bounce up, but if we're in a bear market, it will go down with everything else. If there's a bounce, the banks will be the leaders. The next week will be key.
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All the US major banks look the same. Chart is better than Goldman Sachs. It's broken, but is it flat-out broken? It's not been annihilated. In short-term, it will probably bounce up, but if we're in a bear market, it will go down with everything else. If there's a bounce, the banks will be the leaders. The next week will be key.
Showing 31 to 45 of 371 entries