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
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)

Stan Wong
Price
$53.850
Owned
No
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.

Bruce Murray
Price
$57.470
Owned
Yes
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.

Gordon Reid
Price
$56.600
Owned
Yes
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.

Brian Acker, CA
Price
$55.120
Owned
Unknown
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.

David Driscoll
Price
$54.200
Owned
No
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.

Don Vialoux
Price
$52.720
Owned
Unknown
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.

Darren Sissons
Price
$52.510
Owned
Unknown
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.

David Burrows
Price
$53.180
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 11, 2017

(A Top Pick June 20/17. Up 17%.) Its value was based on 2 great businesses, a large global investment manager and their capital markets business, which has been very solid. With the global economy recovering, the US doing much better, and the lower tax rates coming into play, this has been a big win. Thinks it will continue into the next few months and maybe the next couple of years.

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Morgan Stanley (MS-N)
December 11, 2017

(A Top Pick June 20/17. Up 17%.) Its value was based on 2 great businesses, a large global investment manager and their capital markets business, which has been very solid. With the global economy recovering, the US doing much better, and the lower tax rates coming into play, this has been a big win. Thinks it will continue into the next few months and maybe the next couple of years.

Bruce Murray
Price
$52.770
Owned
Yes
TOP PICK
TOP PICK
October 18, 2017

This is the #1 equity trader and probably the most successful trading shop today. They are a big beneficiary of higher rates. They hold net cash balances for their clients. Has a giant private client business, $3 trillion in assets they take care of. Dividend yield of 2%. Will also benefit from the deregulation of business. (Analysts’ price target is $52.50.)

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Morgan Stanley (MS-N)
October 18, 2017

This is the #1 equity trader and probably the most successful trading shop today. They are a big beneficiary of higher rates. They hold net cash balances for their clients. Has a giant private client business, $3 trillion in assets they take care of. Dividend yield of 2%. Will also benefit from the deregulation of business. (Analysts’ price target is $52.50.)

David Burrows
Price
$50.150
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 12, 2017

(A Top Pick Aug 26/16. Up 59%.) Still likes this, although he Sold a little to rationalize the number of financial service name he had in the portfolio. Trading at 1.3X Price to Book, which is not too bad relative to the peer group. 2% dividend yield. With asset prices going higher and interest rates moving higher, this should help companies like this. They are relying less on trading revenues, which should get them past regulatory changes that may be coming.

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Morgan Stanley (MS-N)
October 12, 2017

(A Top Pick Aug 26/16. Up 59%.) Still likes this, although he Sold a little to rationalize the number of financial service name he had in the portfolio. Trading at 1.3X Price to Book, which is not too bad relative to the peer group. 2% dividend yield. With asset prices going higher and interest rates moving higher, this should help companies like this. They are relying less on trading revenues, which should get them past regulatory changes that may be coming.

Stan Wong
Price
$48.590
Owned
No
BUY WEAKNESS
BUY WEAKNESS
September 5, 2017

Part of the financial sector, which he thinks will be a huge beneficiary for the eventual rise in interest rates. It will be a huge beneficiary from the global economy continuing to pick up momentum. They’ve now made a large bet in the asset management business, which makes a lot of sense, as it is a less cyclical and less volatile business than trading bonds, waiting for IPOs, or waiting for a merger/acquisition deal coming to your doorstep.

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Morgan Stanley (MS-N)
September 5, 2017

Part of the financial sector, which he thinks will be a huge beneficiary for the eventual rise in interest rates. It will be a huge beneficiary from the global economy continuing to pick up momentum. They’ve now made a large bet in the asset management business, which makes a lot of sense, as it is a less cyclical and less volatile business than trading bonds, waiting for IPOs, or waiting for a merger/acquisition deal coming to your doorstep.

David Dietze
Price
$44.910
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 28, 2017

(A Top Pick Dec 9/16. Up 6.47%.) Synthetic Long Position. Had Bought a Call and Sold a Put which created a position equivalent to buying the stock itself. US banks have been flat and have been almost dead money for most of the year. This is good until January, so he would hold onto this position.

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Morgan Stanley (MS-N)
August 28, 2017

(A Top Pick Dec 9/16. Up 6.47%.) Synthetic Long Position. Had Bought a Call and Sold a Put which created a position equivalent to buying the stock itself. US banks have been flat and have been almost dead money for most of the year. This is good until January, so he would hold onto this position.

Richard Croft
Price
$45.480
Owned
No
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