Morgan Stanley

MS-N

NYSE:MS

49.80
0.73 (1.49%)
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City.
More at Wikipedia

Analysis and Opinions about MS-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 21, 2019
Has moved higher with value and cyclical stocks. Technically, he's neutral on it. Would err to not owning a cyclical bank at this point of the cycle. At some point, we're going to have a slowdown, and you want to be prepared.
Morgan Stanley (MS-N)
November 21, 2019
Has moved higher with value and cyclical stocks. Technically, he's neutral on it. Would err to not owning a cyclical bank at this point of the cycle. At some point, we're going to have a slowdown, and you want to be prepared.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$48.840
Owned
No
BUY
BUY
November 19, 2019
He likes both Canadian and American banks. MS has built a base for so long, it is now moving up. Plenty of upside.
Morgan Stanley (MS-N)
November 19, 2019
He likes both Canadian and American banks. MS has built a base for so long, it is now moving up. Plenty of upside.
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$49.330
Owned
Unknown
BUY
BUY
November 5, 2019

An investment bank with strong wealth and asset management businesses. What they do that's different from its peers is that MS reduced its capital allocation into their fixed income business (whereas Goldman Sachs did not and have suffered more). Also, the brokerage and asset management operations in have done very well (better than Goldman). This makes MS better than Goldman Sachs. This and JP Morgan are more diversified than their peers.

Morgan Stanley (MS-N)
November 5, 2019

An investment bank with strong wealth and asset management businesses. What they do that's different from its peers is that MS reduced its capital allocation into their fixed income business (whereas Goldman Sachs did not and have suffered more). Also, the brokerage and asset management operations in have done very well (better than Goldman). This makes MS better than Goldman Sachs. This and JP Morgan are more diversified than their peers.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$48.750
Owned
Unknown
COMMENT
COMMENT
October 18, 2019
More in wealth management than retail banking. They are more exposed to the capital market but less asset liability exposure. The cost is down and earnings have been great.
Morgan Stanley (MS-N)
October 18, 2019
More in wealth management than retail banking. They are more exposed to the capital market but less asset liability exposure. The cost is down and earnings have been great.
John Zechner
Chairman, J. Zechner & Assoc
Price
$43.660
Owned
Unknown
BUY
BUY
October 17, 2019
They became one of the largest wealth managers in the US. It is a very steady cash flow business. It sets them apart and is a more consistent part of the business. The stock is cheap. Global banks have all suffered with flattening yield curves.
Morgan Stanley (MS-N)
October 17, 2019
They became one of the largest wealth managers in the US. It is a very steady cash flow business. It sets them apart and is a more consistent part of the business. The stock is cheap. Global banks have all suffered with flattening yield curves.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$43.825
Owned
Yes
COMMENT
COMMENT
October 17, 2019
Whether you should average down depends on individual circumstances. The concept is ill-founded. The market doesn't care what the average price is. Instead, you could diversify and put your money into another constructive company. If you're just making yourself feel better, think about it carefully.
Morgan Stanley (MS-N)
October 17, 2019
Whether you should average down depends on individual circumstances. The concept is ill-founded. The market doesn't care what the average price is. Instead, you could diversify and put your money into another constructive company. If you're just making yourself feel better, think about it carefully.
Gordon Reid
President, GoodReid Investment Counsel
Price
$43.825
Owned
Yes
BUY
BUY
September 6, 2019
One of the few financial who has come back to look like a Canadian financial. Would be a buyer here. The next move is up for them, even if it stalls briefly.
Morgan Stanley (MS-N)
September 6, 2019
One of the few financial who has come back to look like a Canadian financial. Would be a buyer here. The next move is up for them, even if it stalls briefly.
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$42.180
Owned
Unknown
TOP PICK
TOP PICK
August 15, 2019
It is getting tainted by the same brush from flattened yield curves / declining interest rates. However it has less exposure to interest rates than most large US banks. It is the largest wealth manager. You can buy it with a multiple of 9 and a growing dividend and earnings. It is worth 50% more over three years. (Analysts’ price target is $53.26)
Morgan Stanley (MS-N)
August 15, 2019
It is getting tainted by the same brush from flattened yield curves / declining interest rates. However it has less exposure to interest rates than most large US banks. It is the largest wealth manager. You can buy it with a multiple of 9 and a growing dividend and earnings. It is worth 50% more over three years. (Analysts’ price target is $53.26)
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$39.100
Owned
Yes
DON'T BUY
DON'T BUY
August 2, 2019
Don't buy it now. He once owned this. No catalysts now to move this stock up. Their earnings come from cash on client deposits, but interest rates are falling. To like this, you need to believe that rates will go higher and a lot of fixed income and equity issuance.
Morgan Stanley (MS-N)
August 2, 2019
Don't buy it now. He once owned this. No catalysts now to move this stock up. Their earnings come from cash on client deposits, but interest rates are falling. To like this, you need to believe that rates will go higher and a lot of fixed income and equity issuance.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$41.745
Owned
No
WEAK BUY
WEAK BUY
July 30, 2019

Years after the Great Recssion, the US government has removed some regulations, freeing US banks. This leads to stock buybacks and rising dividends. MS is not a bad bank, but he prefers JPM. MS has gotten too expensive. The banks now make money in managing wealth, not so much lending money in a time of declining interest rates. You should own at least one US bank.

Morgan Stanley (MS-N)
July 30, 2019

Years after the Great Recssion, the US government has removed some regulations, freeing US banks. This leads to stock buybacks and rising dividends. MS is not a bad bank, but he prefers JPM. MS has gotten too expensive. The banks now make money in managing wealth, not so much lending money in a time of declining interest rates. You should own at least one US bank.

David Baskin
President, Baskin Wealth Management
Price
$44.670
Owned
No
DON'T BUY
DON'T BUY
July 25, 2019
Don't buy this one. His preference is JP Morgan. Tons of value in Canadian and US banks. Likes the others' risk controls, and their business mix. MS is more wholesale, and that gets volatile. Great earnings yield. The other banks are returning cash to shareholders at low multiples.
Morgan Stanley (MS-N)
July 25, 2019
Don't buy this one. His preference is JP Morgan. Tons of value in Canadian and US banks. Likes the others' risk controls, and their business mix. MS is more wholesale, and that gets volatile. Great earnings yield. The other banks are returning cash to shareholders at low multiples.
Christopher Blumas
Vice-President & Portfolio Manager, GlobeInvest Capital Management
Price
$44.870
Owned
No
PAST TOP PICK
PAST TOP PICK
July 16, 2019
(A Top Pick Apr 30/19, Down 8%) It's making higher lows and is basing now. Good support at $40 and if it stays above that level, he'll stay in this. He targets $50.
Morgan Stanley (MS-N)
July 16, 2019
(A Top Pick Apr 30/19, Down 8%) It's making higher lows and is basing now. Good support at $40 and if it stays above that level, he'll stay in this. He targets $50.
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$44.430
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick May 07/18, Down 16%) Global banks have been hit hard by an inverted yield curve and lower interest rates, but MS is cheap at 9x earnings. He expects double-digit growth ahead. They're raising their dividend and buying back shares. MS is the largest wealth manager in America. Boasts a PE below 10x.
Morgan Stanley (MS-N)
June 26, 2019
(A Top Pick May 07/18, Down 16%) Global banks have been hit hard by an inverted yield curve and lower interest rates, but MS is cheap at 9x earnings. He expects double-digit growth ahead. They're raising their dividend and buying back shares. MS is the largest wealth manager in America. Boasts a PE below 10x.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$42.990
Owned
Yes
BUY
BUY
May 23, 2019
It represents good value. 9 times earnings. Financials have been out of favour. But they still have a healthy dividend. Sell if there is a recession around the corner. It is his favourite US financial.
It represents good value. 9 times earnings. Financials have been out of favour. But they still have a healthy dividend. Sell if there is a recession around the corner. It is his favourite US financial.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$42.710
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 7, 2019
(A Top Pick May 07/18, Down 8%) US banking has been under pressure, but MS is well-positioned. They're the largest wealth manager in America. It's cheap now.
(A Top Pick May 07/18, Down 8%) US banking has been under pressure, but MS is well-positioned. They're the largest wealth manager in America. It's cheap now.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$46.710
Owned
Yes
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