Morgan Stanley

MS-N

NYSE:MS

52.18
0.20 (0.38%)
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
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.
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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.
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)
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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)
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.
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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.
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.

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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.

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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.
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