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
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.
John Zechner
Price
$44.610
Owned
Unknown
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.

Bryden Teich
Price
$46.420
Owned
No
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.

Tim Regan
Price
$47.930
Owned
Yes
BUY
BUY
September 5, 2018

The U.S. market is outperforming Canada, so he prefers financials there than here. MS had a recent pullback, but feels it will do well going forward. The U.S. financials will move in a pack. You should get a decent return in MS in the next 12 months.

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Morgan Stanley (MS-N)
September 5, 2018

The U.S. market is outperforming Canada, so he prefers financials there than here. MS had a recent pullback, but feels it will do well going forward. The U.S. financials will move in a pack. You should get a decent return in MS in the next 12 months.

Alex Ruus
Price
$48.720
Owned
Unknown
COMMENT
COMMENT
September 4, 2018

US Banks are very successful and are trading at reasonable valuations. He prefers Morgan Stanley to Bank of America.

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Morgan Stanley (MS-N)
September 4, 2018

US Banks are very successful and are trading at reasonable valuations. He prefers Morgan Stanley to Bank of America.

Lorne Steinberg
Price
$48.710
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 28, 2018

(Past Top Pick, June 25, 2018, Up 5%) Disappointed it didn't reach the $50's by now, given how the U.S. economy is doing. It should be moving up.

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Morgan Stanley (MS-N)
August 28, 2018

(Past Top Pick, June 25, 2018, Up 5%) Disappointed it didn't reach the $50's by now, given how the U.S. economy is doing. It should be moving up.

PAST TOP PICK
PAST TOP PICK
July 17, 2018

(Past Top Pick, August 17, 2017, Up 11%) There's fear out there over the flat yield curve and of course an inverted yield curve. Yes, we are in a low-interest rate environment, but the banks have changed from a decade ago. They can now money on a flat yield curve. In fact, they can make a lot of money just with rising rates, without a rising yield curve. He likes the banks in the U.S. and Canada.

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Morgan Stanley (MS-N)
July 17, 2018

(Past Top Pick, August 17, 2017, Up 11%) There's fear out there over the flat yield curve and of course an inverted yield curve. Yes, we are in a low-interest rate environment, but the banks have changed from a decade ago. They can now money on a flat yield curve. In fact, they can make a lot of money just with rising rates, without a rising yield curve. He likes the banks in the U.S. and Canada.

Gordon Reid
Price
$49.180
Owned
Yes
DON'T BUY
DON'T BUY
June 28, 2018

He would stick with the big banks pure play more than the capital markets. Over the short term particularly more likely to see an upward movement on the money centered banks as they have underperformed recently.

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Morgan Stanley (MS-N)
June 28, 2018

He would stick with the big banks pure play more than the capital markets. Over the short term particularly more likely to see an upward movement on the money centered banks as they have underperformed recently.

John Zechner
Price
$48.290
Owned
No
TOP PICK
TOP PICK
June 25, 2018

It's testing its 100-week moving average which is appealing. $45 would be its bottom, and it's currently at $48. It's currently an attractive entry point. US bank de-regulation helps and, for whatever reason, US banks briefly fell out of favour. Take advantage of it. (Analysts' price target: $60.56 )

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Morgan Stanley (MS-N)
June 25, 2018

It's testing its 100-week moving average which is appealing. $45 would be its bottom, and it's currently at $48. It's currently an attractive entry point. US bank de-regulation helps and, for whatever reason, US banks briefly fell out of favour. Take advantage of it. (Analysts' price target: $60.56 )

BUY
BUY
June 7, 2018

An inexpensive stock. MS has a strong wealth management business and huge retail brokerage business that have really helped them. However, MS doesn't really have a retail banking franchise, so they lose that cushion in times of volatility. That said, this is one of the top investment banks around. They've enjoyed good numbers. You can do well with this. Good stock, but he prefers the more retail-oriented BAC.

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An inexpensive stock. MS has a strong wealth management business and huge retail brokerage business that have really helped them. However, MS doesn't really have a retail banking franchise, so they lose that cushion in times of volatility. That said, this is one of the top investment banks around. They've enjoyed good numbers. You can do well with this. Good stock, but he prefers the more retail-oriented BAC.

Paul Harris, CFA
Price
$52.140
Owned
Unknown
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.

Bryden Teich
Price
$55.200
Owned
No
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.

Elliott Fishman
Price
$55.040
Owned
Yes
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).

Lorne Steinberg
Price
$52.390
Owned
Yes
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.

Gordon Reid
Price
$52.040
Owned
Yes
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