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
May 31, 2018

Just bought some. These investment banks are derivatives of the capital markets. If the market is up or down 10 these are going to be up or down 12. Be aware of that. Deregulation and M&A activity booming and volatility coming back works out well for them.

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Just bought some. These investment banks are derivatives of the capital markets. If the market is up or down 10 these are going to be up or down 12. Be aware of that. Deregulation and M&A activity booming and volatility coming back works out well for them.

BUY
BUY
May 11, 2018

Right time in the cycle to own a name like this. Wealth management, broader exposure to the US investment management business and investment banking side. They favor Bank of America Corp (BAC-N). It has more operating leverage.

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Right time in the cycle to own a name like this. Wealth management, broader exposure to the US investment management business and investment banking side. They favor Bank of America Corp (BAC-N). It has more operating leverage.

PAST TOP PICK
PAST TOP PICK
May 10, 2018

(A Top Pick February 12/18 - Up 3%) It is boring. A little too conservative for him. It is doing what is supposed to be doing. He still would own it, just a little disappointed it didn’t do more.

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(A Top Pick February 12/18 - Up 3%) It is boring. A little too conservative for him. It is doing what is supposed to be doing. He still would own it, just a little disappointed it didn’t do more.

TOP PICK
TOP PICK
May 7, 2018

40% of their earnings come from wealth management. They recovered from the financial crisis and are now increasing dividends. They trade at a very low multiple, as is the whole sector. (Analysts’ target: $61.16).

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40% of their earnings come from wealth management. They recovered from the financial crisis and are now increasing dividends. They trade at a very low multiple, as is the whole sector. (Analysts’ target: $61.16).

BUY
BUY
April 25, 2018

He sold Goldman Sachs and bought Morgan less than a year ago. Goldman had fixed-income problems whereas Morgan Stanley developed a successful wealth management business, benefitting from lots of trading volume these days.

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Morgan Stanley (MS-N)
April 25, 2018

He sold Goldman Sachs and bought Morgan less than a year ago. Goldman had fixed-income problems whereas Morgan Stanley developed a successful wealth management business, benefitting from lots of trading volume these days.

BUY
BUY
April 12, 2018

Financials is the largest weighting of their equity portfolios. Like all the US financial names. A fine name. Rates moving higher and asset prices moving higher are going to benefit a name like this. A good name to own. Big winner going forward. Trading at 1.4 book value which is not bad. (Analysts’ price target is $60)

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Morgan Stanley (MS-N)
April 12, 2018

Financials is the largest weighting of their equity portfolios. Like all the US financial names. A fine name. Rates moving higher and asset prices moving higher are going to benefit a name like this. A good name to own. Big winner going forward. Trading at 1.4 book value which is not bad. (Analysts’ price target is $60)

BUY
BUY
March 20, 2018

(A Top Pick June 20/17, Up 28%) Different from most U.S. banks, because it's focused on investment management can capital markets. Well-positioned during booming U.S. economy. Could hit mid-$70s in two years thoguh the easy money's been made.

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Morgan Stanley (MS-N)
March 20, 2018

(A Top Pick June 20/17, Up 28%) Different from most U.S. banks, because it's focused on investment management can capital markets. Well-positioned during booming U.S. economy. Could hit mid-$70s in two years thoguh the easy money's been made.

TOP PICK
TOP PICK
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)

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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)

COMMENT
COMMENT
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.

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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.

BUY
BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

WAIT
WAIT
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.

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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.

COMMENT
COMMENT
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.

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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.

BUY
BUY
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

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