Morgan Stanley | StockChase
148
Morgan Stanley (MS-N)

Last Price Recorded: $55.1000 on 2018-02-22

ON STOCKCHASE SINCE Dec 2001

investment companies/funds
148
Morgan Stanley (MS-N)

Last Price Recorded: $55.1000 on 2018-02-22

ON STOCKCHASE SINCE Dec 2001

investment companies/funds

Morgan Stanley


Signal Opinion Expert
TOP PICK
Morgan Stanley(MS-N) 

February 12, 2018

All banks have had a great run then the recent sell-off. Easily $65 for them. Chart looks good compared to other U.S. banks like Goldman Sachs. Likes the walk-up it's enjoyed and the recent re-grouping. (Analysts' price target $61.02)

investment companies/funds

All banks have had a great run then the recent sell-off. Easily $65 for them. Chart looks good compared to other U.S. banks like Goldman Sachs. Likes the walk-up it's enjoyed and the recent re-grouping. (Analysts' price target $61.02)

investment companies/funds
Elliott Fishman

Director of U.S. and international equity trading, Trading Services Gro...

PricePrice
$53.430
Owned Owned
No

COMMENT
Morgan Stanley(MS-N) 

January 30, 2018

Switched to this from Goldman Sachs (GS-N), and likes that it has more of a retail focus. It’s become more of a retail operation over the years. Almost 50% of its business is in Investment Management and is growing very smartly. It still has some growth ahead of it.

investment companies/funds

Switched to this from Goldman Sachs (GS-N), and likes that it has more of a retail focus. It’s become more of a retail operation over the years. Almost 50% of its business is in Investment Management and is growing very smartly. It still has some growth ahead of it.

investment companies/funds
Gordon Reid

President, GoodReid Investment ...

PricePrice
$56.600
Owned Owned
Yes

BUY
Morgan Stanley(MS-N) 

January 12, 2018

His model price is right on where it is currently trading. It closed at $54.20, and his model prices $55.10. Big revisions are coming in, especially on the financials. We are seeing higher bond yields, which translates into higher earnings, plus we are coming out of a financial repression and finally getting interest rates up. He thinks financials go materially higher.

investment companies/funds

His model price is right on where it is currently trading. It closed at $54.20, and his model prices $55.10. Big revisions are coming in, especially on the financials. We are seeing higher bond yields, which translates into higher earnings, plus we are coming out of a financial repression and finally getting interest rates up. He thinks financials go materially higher.

investment companies/funds
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$55.120
Owned Owned
Unknown

COMMENT
Morgan Stanley(MS-N) 

January 11, 2018

If you look at all the US banks' total returns, they are almost identical. The reason is because of ETF's. It’s pretty much a 26%-27% total return over the last 12 months for almost all the big money centred banks. Interest rates are rising, so it’s a good place to be. For access to American banking, he owns Toronto Dominion (TD-T) instead. On the dividend per share being paid out by US banks, they are just getting started. This bank would be deemed more as a money centred bank. A little slower growth than some of the others, because they have more of a global positioning with greater capital markets exposure.

investment companies/funds

If you look at all the US banks' total returns, they are almost identical. The reason is because of ETF's. It’s pretty much a 26%-27% total return over the last 12 months for almost all the big money centred banks. Interest rates are rising, so it’s a good place to be. For access to American banking, he owns Toronto Dominion (TD-T) instead. On the dividend per share being paid out by US banks, they are just getting started. This bank would be deemed more as a money centred bank. A little slower growth than some of the others, because they have more of a global positioning with greater capital markets exposure.

investment companies/funds
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$54.200
Owned Owned
No

WAIT
Morgan Stanley(MS-N) 

January 9, 2018

All financials have done well in this environment with lower tax rates and increasing interest rates. She would wait for a pullback before getting into this. The group they are in should do relatively well.

investment companies/funds

All financials have done well in this environment with lower tax rates and increasing interest rates. She would wait for a pullback before getting into this. The group they are in should do relatively well.

investment companies/funds
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$53.300
Owned Owned
No

COMMENT
Morgan Stanley(MS-N) 

December 22, 2017

Historically US financial stocks have done very well from approximately January through until April of each year. The chart shows a nice upward trend and the stock recently broke to new highs.

investment companies/funds

Historically US financial stocks have done very well from approximately January through until April of each year. The chart shows a nice upward trend and the stock recently broke to new highs.

investment companies/funds
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$52.720
Owned Owned
Unknown

BUY
Morgan Stanley(MS-N) 

December 20, 2017

Since the global financial crisis, we have seen lots of deregulation, decreased leverage. Banks have increased fees, and have gone after and tried to grow the wealth management practices. That's a trend which has grown globally. At these levels, and in a rising interest rate environment, this would definitely be a company that would benefit from that scenario and at these levels, you could buy this provided you have a multiyear environment.

investment companies/funds

Since the global financial crisis, we have seen lots of deregulation, decreased leverage. Banks have increased fees, and have gone after and tried to grow the wealth management practices. That's a trend which has grown globally. At these levels, and in a rising interest rate environment, this would definitely be a company that would benefit from that scenario and at these levels, you could buy this provided you have a multiyear environment.

investment companies/funds
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$52.510
Owned Owned
Unknown

PAST TOP PICK
Morgan Stanley(MS-N) 

December 13, 2017

(A Top Pick Feb 14/17. Up 19%.) Capital markets companies like this are the absolute leaders, and are just breaking out to the upside. This has a long way to go.

investment companies/funds

(A Top Pick Feb 14/17. Up 19%.) Capital markets companies like this are the absolute leaders, and are just breaking out to the upside. This has a long way to go.

investment companies/funds
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$53.180
Owned Owned
Yes

PAST TOP PICK
Morgan Stanley(MS-N) 

December 11, 2017

(A Top Pick June 20/17. Up 17%.) Its value was based on 2 great businesses, a large global investment manager and their capital markets business, which has been very solid. With the global economy recovering, the US doing much better, and the lower tax rates coming into play, this has been a big win. Thinks it will continue into the next few months and maybe the next couple of years.

investment companies/funds

(A Top Pick June 20/17. Up 17%.) Its value was based on 2 great businesses, a large global investment manager and their capital markets business, which has been very solid. With the global economy recovering, the US doing much better, and the lower tax rates coming into play, this has been a big win. Thinks it will continue into the next few months and maybe the next couple of years.

investment companies/funds
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$52.770
Owned Owned
Yes

TOP PICK
Morgan Stanley(MS-N) 

October 18, 2017

This is the #1 equity trader and probably the most successful trading shop today. They are a big beneficiary of higher rates. They hold net cash balances for their clients. Has a giant private client business, $3 trillion in assets they take care of. Dividend yield of 2%. Will also benefit from the deregulation of business. (Analysts’ price target is $52.50.)

investment companies/funds

This is the #1 equity trader and probably the most successful trading shop today. They are a big beneficiary of higher rates. They hold net cash balances for their clients. Has a giant private client business, $3 trillion in assets they take care of. Dividend yield of 2%. Will also benefit from the deregulation of business. (Analysts’ price target is $52.50.)

investment companies/funds
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$50.150
Owned Owned
Yes

PAST TOP PICK
Morgan Stanley(MS-N) 

October 12, 2017

(A Top Pick Aug 26/16. Up 59%.) Still likes this, although he Sold a little to rationalize the number of financial service name he had in the portfolio. Trading at 1.3X Price to Book, which is not too bad relative to the peer group. 2% dividend yield. With asset prices going higher and interest rates moving higher, this should help companies like this. They are relying less on trading revenues, which should get them past regulatory changes that may be coming.

investment companies/funds

(A Top Pick Aug 26/16. Up 59%.) Still likes this, although he Sold a little to rationalize the number of financial service name he had in the portfolio. Trading at 1.3X Price to Book, which is not too bad relative to the peer group. 2% dividend yield. With asset prices going higher and interest rates moving higher, this should help companies like this. They are relying less on trading revenues, which should get them past regulatory changes that may be coming.

investment companies/funds
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$48.590
Owned Owned
No

BUY on WEAKNESS
Morgan Stanley(MS-N) 

September 5, 2017

Part of the financial sector, which he thinks will be a huge beneficiary for the eventual rise in interest rates. It will be a huge beneficiary from the global economy continuing to pick up momentum. They’ve now made a large bet in the asset management business, which makes a lot of sense, as it is a less cyclical and less volatile business than trading bonds, waiting for IPOs, or waiting for a merger/acquisition deal coming to your doorstep.

investment companies/funds

Part of the financial sector, which he thinks will be a huge beneficiary for the eventual rise in interest rates. It will be a huge beneficiary from the global economy continuing to pick up momentum. They’ve now made a large bet in the asset management business, which makes a lot of sense, as it is a less cyclical and less volatile business than trading bonds, waiting for IPOs, or waiting for a merger/acquisition deal coming to your doorstep.

investment companies/funds
David Dietze

Founder, Pres. & Chief Investment Strategist, Point View Wealth Ma...

PricePrice
$44.910
Owned Owned
Unknown

PAST TOP PICK
Morgan Stanley(MS-N) 

August 28, 2017

(A Top Pick Dec 9/16. Up 6.47%.) Synthetic Long Position. Had Bought a Call and Sold a Put which created a position equivalent to buying the stock itself. US banks have been flat and have been almost dead money for most of the year. This is good until January, so he would hold onto this position.

investment companies/funds

(A Top Pick Dec 9/16. Up 6.47%.) Synthetic Long Position. Had Bought a Call and Sold a Put which created a position equivalent to buying the stock itself. US banks have been flat and have been almost dead money for most of the year. This is good until January, so he would hold onto this position.

investment companies/funds
Richard Croft

President, R.N. Croft Financial...

PricePrice
$45.480
Owned Owned
No

TOP PICK
Morgan Stanley(MS-N) 

August 17, 2017

This has sort of reinvented itself over the last couple of decades. It was primarily an institutional house, a fixed income house. Today, 44% of its business is on wealth management platform. Coming off the financial crisis, they bought Smith Barney from City. Putting those together and growing them, they are now a real force in the US in terms of wealth management. Expects earnings to grow 21% this year and 15% next year. Trading at about 1.2X Book, but well worth it. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

investment companies/funds

This has sort of reinvented itself over the last couple of decades. It was primarily an institutional house, a fixed income house. Today, 44% of its business is on wealth management platform. Coming off the financial crisis, they bought Smith Barney from City. Putting those together and growing them, they are now a real force in the US in terms of wealth management. Expects earnings to grow 21% this year and 15% next year. Trading at about 1.2X Book, but well worth it. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

investment companies/funds
Gordon Reid

President, GoodReid Investment ...

PricePrice
$45.090
Owned Owned
Yes

COMMENT
Morgan Stanley(MS-N) 

July 18, 2017

Has been bullish US equities since February 2016. In the spring of 2017, financials began to outperform. They had a little rest over the winter, consolidated and then had a very strong run up into earnings. This is the #1 institutional equities trader, and stronger equity markets will be positive for them. They are very strong on the wealth management side. Also, it is pretty levered to the US economy. 1.7% dividend yield.

investment companies/funds

Has been bullish US equities since February 2016. In the spring of 2017, financials began to outperform. They had a little rest over the winter, consolidated and then had a very strong run up into earnings. This is the #1 institutional equities trader, and stronger equity markets will be positive for them. They are very strong on the wealth management side. Also, it is pretty levered to the US economy. 1.7% dividend yield.

investment companies/funds
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$45.140
Owned Owned
Yes

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