Morgan Stanley

MS-N

NYSE:MS

57.30
0.86 (1.51%)
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.
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Analysis and Opinions about MS-N

Signal
Opinion
Expert
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.
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(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.
TOP PICK
TOP PICK
April 30, 2019
MS reported well, unlike some of its peers. It could return to $55 this summer. (Analysts’ price target is $53.92)
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Morgan Stanley (MS-N)
April 30, 2019
MS reported well, unlike some of its peers. It could return to $55 this summer. (Analysts’ price target is $53.92)
BUY WEAKNESS
BUY WEAKNESS
April 25, 2019
US banks missed in Q4 then recovered in Q1. Since then, trading in these banks has been low. Long-term this is a good franchise. You can buy on dips. An excellent franchise.
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Morgan Stanley (MS-N)
April 25, 2019
US banks missed in Q4 then recovered in Q1. Since then, trading in these banks has been low. Long-term this is a good franchise. You can buy on dips. An excellent franchise.
DON'T BUY
DON'T BUY
March 22, 2019
Steady decline. For him, $41 is key, so would probably see another 7-8% down from here. Some of the indicators starting to turn down. Look at the S&P and ask if this is a good place to deploy money, relative to the index? Still declining in relation to the S&P. Between $30-40, it's anyone's game, so look at interest rates.
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Morgan Stanley (MS-N)
March 22, 2019
Steady decline. For him, $41 is key, so would probably see another 7-8% down from here. Some of the indicators starting to turn down. Look at the S&P and ask if this is a good place to deploy money, relative to the index? Still declining in relation to the S&P. Between $30-40, it's anyone's game, so look at interest rates.
TOP PICK
TOP PICK
March 21, 2019
It is not a pure bank and has changed itself over the last few years. More than 50% of business is from wealth management and M&A. They are below 10 times earnings. This is a good time to own this one. (Analysts’ price target is $51.98)
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Morgan Stanley (MS-N)
March 21, 2019
It is not a pure bank and has changed itself over the last few years. More than 50% of business is from wealth management and M&A. They are below 10 times earnings. This is a good time to own this one. (Analysts’ price target is $51.98)
TOP PICK
TOP PICK
February 11, 2019
They had a tough fourth quarter bond trading. They are a class act. The managed wealth business is going to continue to grow them. (Analysts’ price target is $51.83)
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Morgan Stanley (MS-N)
February 11, 2019
They had a tough fourth quarter bond trading. They are a class act. The managed wealth business is going to continue to grow them. (Analysts’ price target is $51.83)
BUY
BUY
February 6, 2019
45% of their business comes from their wealth management division which is where you want to be because active investment is big.
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Morgan Stanley (MS-N)
February 6, 2019
45% of their business comes from their wealth management division which is where you want to be because active investment is big.
DON'T BUY
DON'T BUY
January 24, 2019
Sometimes you have to go back to the basics. It is showing lower highs. On a down trend.
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Morgan Stanley (MS-N)
January 24, 2019
Sometimes you have to go back to the basics. It is showing lower highs. On a down trend.
COMMENT
COMMENT
January 8, 2019
U.S. banks have sold off because the net interest margin has compressed. Even if interest rates rise, there'll be a drag, because this compression continues. MS is a well-run bank long-term, and current levels are attractive. But he prefers other US banks like BAC which has a more diversified footprint than MS.
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Morgan Stanley (MS-N)
January 8, 2019
U.S. banks have sold off because the net interest margin has compressed. Even if interest rates rise, there'll be a drag, because this compression continues. MS is a well-run bank long-term, and current levels are attractive. But he prefers other US banks like BAC which has a more diversified footprint than MS.
BUY
BUY
January 4, 2019
It is really a business of trading and asset management. They have over $2.5 trillion under management. He sees this as being less volatile than competitors as a result. He likes it.
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Morgan Stanley (MS-N)
January 4, 2019
It is really a business of trading and asset management. They have over $2.5 trillion under management. He sees this as being less volatile than competitors as a result. He likes it.
BUY
BUY
December 27, 2018
He's still bullish on American banks and their economy. That said, the flattening yield curve contributes to a challenging environment. He prefers Morgan-Stanley for its wealth management...
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Morgan Stanley (MS-N)
December 27, 2018
He's still bullish on American banks and their economy. That said, the flattening yield curve contributes to a challenging environment. He prefers Morgan-Stanley for its wealth management...
BUY
BUY
December 5, 2018
US banks are on sale right now. Has morphed from global investments to largest wealth manager in US, a very stable business. Trading at 9x earnings. Incredibly well capitalized, stock buybacks, and increasing dividend. Going to be a dividend grower over the next few years. At this valuation, comfortable stepping in.
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Morgan Stanley (MS-N)
December 5, 2018
US banks are on sale right now. Has morphed from global investments to largest wealth manager in US, a very stable business. Trading at 9x earnings. Incredibly well capitalized, stock buybacks, and increasing dividend. Going to be a dividend grower over the next few years. At this valuation, comfortable stepping in.
BUY
BUY
November 26, 2018
Morgan Stanley vs. Goldman Sachs They're similar--they're in investment banking, but he prefers MS with its cheaper valuation with steadier earnings growth and less earnings volatility. Goldman is more into investment banking which is vulnerable to a market downturn, thus a little more volatile. Overall, he is light U.S. banks: there's slower loan growth and the cost of loaning money has risen along with interest rates. Analysts have been too optimistic about American banks' earnings growth going forward.
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Morgan Stanley (MS-N)
November 26, 2018
Morgan Stanley vs. Goldman Sachs They're similar--they're in investment banking, but he prefers MS with its cheaper valuation with steadier earnings growth and less earnings volatility. Goldman is more into investment banking which is vulnerable to a market downturn, thus a little more volatile. Overall, he is light U.S. banks: there's slower loan growth and the cost of loaning money has risen along with interest rates. Analysts have been too optimistic about American banks' earnings growth going forward.
DON'T BUY
DON'T BUY
October 19, 2018

The earnings they reported were quite strong. The US financials have been weak this year. There is still concern about the US economy a year or 2 out. He favours Bank of America.

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Morgan Stanley (MS-N)
October 19, 2018

The earnings they reported were quite strong. The US financials have been weak this year. There is still concern about the US economy a year or 2 out. He favours Bank of America.

WEAK BUY
WEAK BUY
September 6, 2018

It lagged the US market this year. They still have a lot of decent transactional business but their future is in asset management, which is a slow business. They are doing a very good job on that side. He thinks it has a long way to go.

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Morgan Stanley (MS-N)
September 6, 2018

It lagged the US market this year. They still have a lot of decent transactional business but their future is in asset management, which is a slow business. They are doing a very good job on that side. He thinks it has a long way to go.

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