Morgan Stanley

MS-N

NYSE:MS

78.59
2.23 (2.76%)
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
February 25, 2020
(A Top Pick Mar 21/19, Up 15%) Trades at a cheap less than 10x earnings. He likes the CEO's straightforward style. They've built their wealth management services by just buying E-trade.
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Morgan Stanley (MS-N)
February 25, 2020
(A Top Pick Mar 21/19, Up 15%) Trades at a cheap less than 10x earnings. He likes the CEO's straightforward style. They've built their wealth management services by just buying E-trade.
Gordon Reid
Price
$48.030
Owned
Yes
BUY
BUY
February 20, 2020
Dilution is coming. Longer term, the e-Trade acquisition is good for both companies. Industry is consolidating, and you have to have scale. A good move. e-Trade has expertise and is a steady business.
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Morgan Stanley (MS-N)
February 20, 2020
Dilution is coming. Longer term, the e-Trade acquisition is good for both companies. Industry is consolidating, and you have to have scale. A good move. e-Trade has expertise and is a steady business.
Douglas Kee
Price
$53.750
Owned
Unknown
HOLD
HOLD
February 13, 2020

Low rates will compress margins. Wealth management is a source of growth. If you own, continue to hold. She owns JP Morgan instead based on management and historical track record.

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Morgan Stanley (MS-N)
February 13, 2020

Low rates will compress margins. Wealth management is a source of growth. If you own, continue to hold. She owns JP Morgan instead based on management and historical track record.

BUY
BUY
December 19, 2019

He owns BAC instead. In contrast to Goldman Sachs, MS is an institutional investment bank with a large wealth and asset management arm. MS has reduced the capital in their fixed income business (which demands a lot of capital), more effectively than GS has. So, MS has executed much better on that side. Not an expensive stock. If the market does really well, MS's brokerage arm should do well too.

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Morgan Stanley (MS-N)
December 19, 2019

He owns BAC instead. In contrast to Goldman Sachs, MS is an institutional investment bank with a large wealth and asset management arm. MS has reduced the capital in their fixed income business (which demands a lot of capital), more effectively than GS has. So, MS has executed much better on that side. Not an expensive stock. If the market does really well, MS's brokerage arm should do well too.

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.
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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
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.
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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
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.

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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
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.
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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
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.
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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
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.
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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
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.
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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.
Elliott Fishman
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)
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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)
Lorne Steinberg
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.
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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.
David Fingold
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.

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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.

David Baskin
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.
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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.
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