| TOP PICK | 49.630 | Kevin O'Leary | Going to be one of the winners after this crisis is over. Recent deals significantly expanded their reach. Likes this story a lot. Huge asset base. Very stable cash flows. Thinks it will be a big surprise when markets stabilize in 2 to 3 years. | 2008-10-01 | |
| Comment | 37.140 | Charles Bobrinskoy | This is the one US financial that he does own. Good management. Balance sheet is very strong. | 2008-08-27 | |
| DON'T BUY | 37.810 | Michael Sprung | The problems in the US financial markets are a lot deeper than what we have in Canada. Why go into the US where the problems are still unfolding when our own financial institutions are selling at very compelling multiples. | 2008-08-14 | |
| HOLD | 36.910 | Don Lato | In the height of the crisis, a lot of these got oversold. This is one that will survive. Still speculative at this time. Prefers Goldman Sachs (GS-N), which trades at a little lower multiple. | 2008-08-13 | |
| TOP SHORT | 37.660 | Ron Ianieri | Really a short on the whole financial sector. When the Fed stepped in financials bounced back overly aggressive. They’ll drop down and test the lower levels, probably around $33. At that point he would become a long-term purchaser. Likes the company for the long term. | 2008-07-28 | |
| BUY | 45.570 | Pat Naccarato | A great US institution that has been hit by this crisis. A great franchise with tremendous value. Trading at a valuation that has not been seen since the last recession. The snap-back coming out of recession can be enormous. Valuation on a PE basis does not look good as earnings are down but if they reverse some of their mortgage write-downs, it could have a big effect on values. | 2008-04-07 | |
| BUY | 42.710 | Mark Grammer | Are looking to buy Bear Stearns. They may be getting something out of bargin basement price. | 2008-03-18 | |
| PAST TOP PICK | 52.160 | David Burrows | (A Top Pick Apr 28/06. Up 15%.) Underweight financials in general, but this one has done a great job in executing. Still likes. | 2007-04-24 | |
| PAST TOP PICK | 49.970 | John Manley | (A Top Pick Jan 24/07. Down .07%.) Showing a reverse head and shoulders pattern and has broken above the neckline, so it may have little more room to run. | 2007-04-16 | |
| TOP PICK | 50.360 | John Manley | This is a momentum play. Breaking out to new highs. | 2007-01-24 | |
| BUY | 44.350 | Brad Willock | Good dividend yield at a little over 3%. Have had a good turnaround. Well diversified financial. | 2006-08-09 | |
| TOP PICK | 45.380 | David Burrows | US banks have been out of favour in the last several months while short-term interest rates have been rising. Short-term interest-rate increases could be at the end. They also have a capitals market business which should continue to do well. | 2006-04-28 | |
| DON'T BUY | 39.410 | Ross Healy | Both Cdn. and US banks are all up at all long-term valuation highs and without real supporting fair market value. If we do get into a bear market, J. P. Morgan’s underwriting business will go down too. | 2005-12-13 | |
| TOP PICK | 38.990 | Jonathen Wellum, B. Comm, B. Sc | 3.5% dividend. A relatively inexpensive bank at 11 X earnings. Continues to grow. Price to book ratio is about 1.25. | 2005-12-02 | |
| PAST TOP PICK | 33.450 | Rob Callander | (A Top Pick Apr 20/05. Down 3% excluding US currency exchange which would make it worse.) A great company. Great dividend yield. Banks are not in favour. In any case, it should do well long term. | 2005-10-05 | |
| DON'T BUY | 35.080 | Gavin Graham | 3.8% yield. Stock is off about 10% this year. Affected by what is happening in the US economy. Exposed top mortgage financing which is not doing particularily well. Also has a big exposure to the derivatives market. Would prefer Wells Fargo (GWF-N). | 2005-04-26 | |
| TOP PICK | 34.760 | Rob Callander | Have had a few problems. Very high dividend yield. A bargain price. | 2005-04-20 | |
| BUY | 33.770 | John Sinkins, CFA | Generally likes the US financials. At a 52 week low. 4% dividend. | 2005-04-04 | |
| BUY | 37.650 | Rob Callander | Likes. | 2004-11-30 | |
| BUY | 38.950 | Brad Willock | A really good management team. | 2004-11-10 | |
| TOP PICK | 39.350 | Lou Holland | Reasonable dividend yield and growth in cash flow. Management turn around makes it interesting. | 2004-11-05 | |
| TOP PICK | 38.740 | Harvey Eisen | Trading at 10 X earnings and yielding 3.5%. | 2004-10-15 | |
| PAST TOP PICK | 39.450 | Rob Callander | (past top pick May, 10 2004. Up 12.5%) One of our core holdings, excellent company. | 2004-09-23 | |
| PAST TOP PICK | 39.800 | Brian Acker, CA | (A Top Pick June 3/04. Up 7.5%.) Sold for a gain. | 2004-09-10 | |
| PAST TOP PICK | 37.330 | Brian Acker, CA | (Past top pick June 3/04. Up 0.5%.) Likes financials. A large dividend payor. | 2004-07-30 | |
| DON'T BUY | 37.140 | Gavin Graham | The major dealer in derivatives. If you're not comfortable with these, you should not be in the stock. | 2004-07-29 | |
| TOP PICK | 36.860 | Bob Froehlich | Financials will move up even when rates are rising. Great dividend. | 2004-07-09 | |
| TOP PICK | 36.960 | Brian Acker, CA | Had about a 17% correction. Has a differential model price of 25%. | 2004-06-03 | |
| TOP PICK | 36.080 | Harvey Eisen | Banks are positioned in case of higher interest rates. A no brainer. | 2004-05-21 | |
| TOP PICK | 35.410 | Rob Callander | Almost 4% in dividend yield. Had a major correction. One of the world's leading banks. | 2004-05-10 | |
| BUY | 39.260 | Brian Acker, CA | Market is in a panic over higher interest rates. Good opportunity. | 2004-04-16 | |
| TOP PICK | 41.530 | Barbara Marcin | | 2004-04-02 | |
| DON'T BUY | 40.310 | Ross Healy | Beyond his fair market value calculation. An interesting company in that it dominates the derivative business globally, so should be doing fairly well. Exposure to derivatives in a volatile market can create losses. | 2004-02-23 | |
| BUY | 40.570 | Jonathen Wellum, B. Comm, B. Sc | In merger or negotiations. Upside will depend on integration and cost savings. Trading at 12 X earnings and has a pretty good dividend. | 2004-02-20 | |
| STRONG BUY | 39.600 | Brad Willock | Had a good run. Good management. Good option. Great platform. Not expensive. Like the stock | 2004-02-10 | |
| BUY | 34.980 | Paul O'Neil | Has had a dramatic turnaround. Still has some upside. A reasonable multiple. | 2003-10-22 | |
| SHORT | 34.220 | David Chapman | Control 25% of the world's derivative markets. Has broken down through their trend line. Is shorting this stock. | 2003-08-29 | |
| BUY | 33.760 | Brendan Caldwell | US financials have had a big bounce off the bottom and can move higher. | 2003-06-09 | |
| BUY on WEAKNESS | 30.900 | Larry Berman CFA, CMT, CTA | A little bit over bought. On a pullback of $5 or so, would be a good buy. | 2003-05-26 | |
| BUY on WEAKNESS | 23.630 | Larry Berman CFA, CMT, CTA | Good base pattern. Could outperform over the next few years. | 2003-03-24 | |
| DON'T BUY | 23.630 | Peter Arender, CFA | Has downside risk. A lot of derivitives. | 2003-03-24 | |
| WEAK BUY | 22.400 | David Baskin | Big player in derivitives which is a concern, but still a good bank. | 2003-03-04 | |
| PAST TOP PICK | 25.130 | Brian Acker, CA | (Was a top pick on Dec 27. Up 4%) Stil likes. | 2003-01-23 | |
| BUY | 26.770 | Brendan Caldwell | Negative issues are now largely behind them. | 2003-01-08 | |
| TOP PICK | 23.990 | Brian Acker, CA | 6% yield. | 2002-12-27 | |
| WEAK BUY | 25.020 | Bob Stodgell | Have been hit hard the last couple of months. Good dividend. | 2002-12-17 | |
| PAST TOP PICK | 24.700 | Ray Steele | (Was a top pick on Oct 15. Up 32%) Still likes. Good dividend. | 2002-12-04 | |
| DON'T BUY | 20.600 | Brian Acker, CA | Will drop further. | 2002-11-07 | |
| DON'T BUY | 20.750 | David Baskin | Better off with a Canadian bank such as BNS or Royal. | 2002-10-31 | |
| TOP PICK | 18.610 | Ray Steele | Very good price. Some problems in loan losses seem to be quieter. 10 X earnings. 7% dividend. | 2002-10-15 | |
| DON'T BUY | 16.770 | Brad Willock | Risky. A large derivitive trader which have potential risk. | 2002-10-07 | |
| DON'T BUY | 18.640 | David Burrows | US banks continue to have problems. Also, the dividend is at risk. | 2002-09-24 | |
| DON'T BUY | 20.180 | Paul O'Neil | Expect some class action lawsuits. | 2002-09-20 | |
| DON'T BUY | 26.880 | Jonathen Wellum, B. Comm, B. Sc | Has a lot of risks built into their business model. | 2002-08-21 | |
| TOP PICK | 24.860 | Allan Dustin | Very cheap. 5.5% yield. | 2002-08-16 | |
| DON'T BUY | 26.380 | Steven Wippersteg | Not a fan. Loan provisions are high. Prefers City Group. | 2002-08-08 | |
| BUY | 25.020 | Laura Wallace | Trading at lower multiples than Canadian banks, but will suffer because of the Enron exposure. | 2002-08-02 | |
| DON'T BUY | 22.250 | David Burrows | Could have problems. | 2002-07-26 | |
| PAST TOP PICK | 28.140 | Paul O'Neil | (Was a top pick on Apr 30. Down 16%) Still likes. Trading at less than 10 X earnings. Cheap price. Buy. | 2002-07-17 | |
| TOP PICK | 37.800 | Paul O'Neil | Problems are almost over. 13 X earnings. 4% dividend. | 2002-05-27 | |
| DON'T BUY | 37.520 | Brian Acker, CA | Getting a little high. | 2002-05-21 | |
| PAST TOP PICK | 34.440 | John Sinkins, CFA | (Was a top pick on Feb 13 up 16%) Still likes. | 2002-04-04 | |
| DON'T BUY | 35.610 | Steven Wippersteg | He's cautious on this company because of their credit loans and has been tainted by Enron. | 2002-04-01 | |
| DON'T BUY | 34.790 | Joe Connolly | Exposure to Enron, Global Crossings crashes is a concern. | 2002-03-21 | |
| DON'T BUY | 36.250 | Mark Jackson, CFA | Prefers Canadian banking sector. | 2002-03-12 | |
| DON'T BUY | 28.960 | Steven Wippersteg | Outlook is good, but prefers others. | 2002-02-27 | |
| DON'T BUY | 28.960 | Ian Nakamoto | Has credit problems. Caution. | 2002-02-27 | |
| BUY | 29.000 | Brian Acker, CA | A good price, but has a technical level of $28. Have a Stop Loss at $28 and if it drops you're fine, but if it goes up it could reach $45/46. | 2002-02-25 | |
| DON'T BUY | 27.240 | Brad Willock | Under investigation in their dealings with Enron. Prefers Citi. | 2002-02-22 | |
| BUY on WEAKNESS | 30.210 | Brian Acker, CA | Buy at $28/28.50. 4.5% yield. | 2002-02-14 | |
| TOP PICK | 30.250 | John Sinkins, CFA | At a very low price. 4% dividend. | 2002-02-13 | |
| BUY | 29.440 | Bob Stodgell | Involved in Enron credit risk, so has dropped. Good value. | 2002-02-06 | |
| BUY | 39.410 | Brian Acker, CA | This and American Express looks better and cheaper than Citigroup. | 2001-11-16 | |
| DON'T BUY | 35.510 | Neil Murdock | Good sector to be in, both short and long term. Has a large amount of corporate loans. Prefers City Bank. | 2001-10-30 | |
| DON'T BUY | 34.140 | John Zechner | Concerns on investment banking side and loan losses. | 2001-10-18 | |
| DON'T BUY | 41.100 | Mark Jackson, CFA | Likes, but prefers Canadian banks. Well positioned to go forward. | 2001-08-27 | |
| DON'T BUY | 44.210 | Joe Connolly | Having problems with amalgamation. | 2001-07-27 | |
| DON'T BUY | 42.900 | Gordon Higgins, CA, MBA, CFA | Wealth mngmnt slowing down. | 2001-07-25 | |
| BUY | 45.600 | Jonathen Wellum, B. Comm, B. Sc | Integrating. Not expensive. | 2001-06-20 | |
| BUY | 48.310 | Brendan Caldwell | Likes. Concerns on loans, but doesn't see it as a big problem. | 2001-05-16 | |
| DON'T BUY | 47.280 | Ross Healy | Not cheap, but a good company. | 2001-05-15 | |
| DON'T BUY | 49.200 | David Baskin | Investment banking has dried up. Not a lot of growth. | 2001-05-07 | |
| TOP PICK | 50.250 | David McLean | Drop in interest rate did not result in rise in share price because of poor loan quality going into a possible recession. | 2001-03-07 | |
Experts that have talked about JP Morgan
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