JP Morgan Chase & Co

JPM-N

NYSE:JPM

96.27
4.99 (5.47%)
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
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.

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.
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.
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