| TOP PICK | 43.180 | Brian Acker, CA | His model price is $70.13, a positive differential of 62%. A very mispriced stock. If you are going to play financials, this is probably the one you should pick. | 2008-08-06 | |
| SELL | 41.040 | Norman Levine | Not an appropriate time to own investment banks. Business has slowed down dramatically on stock trading and underwriting and a lot of them are stuck with a lot of bad paper. 2.7% dividend. | 2008-06-13 | |
| SELL | 47.650 | Norman Levine | (Market Call Minute.) Not big on investment banking in the US right now. | 2008-05-12 | |
| BUY | 48.090 | Pat Naccarato B.Math, MBA,CFA | This is the type of investment that he is looking for. All the investment bankers and investment brokers have been impacted from the credit crisis. | 2008-04-07 | |
| TOP PICK | 48.880 | Brian Acker, CA | The model price is $82.29, a 68% positive differential. When they reported earnings, all metrics on businesses they are in, they beat Goldman Sachs (GS-N). (Brokers are not easy to hold in this period!) | 2008-04-03 | |
| DON'T BUY | 36.380 | David Driscoll | Never been big fans of brokerage firms. Wouldn’t be interested in owning at these low levels. They will probably go sideways for quite a while. | 2008-03-17 | |
| DON'T BUY | 42.860 | David Driscoll | Never been big fans of brokerage firms. Wouldn’t be interested in owning at these low levels. They will probably go sideways for quite a while. | 2008-03-17 | |
| DON'T BUY | 42.860 | David Driscoll | Never been big fans of brokerage firms. Wouldn’t be interested in owning at these low levels. They will probably go sideways for quite a while. | 2008-03-17 | |
| DON'T BUY | 38.300 | Norman Levine | One of the biggest investment banks in the US and tied into the bad loans etc. There is also declining volume, underwriting and new issues are basically nonexistent. | 2008-03-10 | |
| TOP PICK | 45.880 | Brian Acker, CA | In the top 10 of his US Value 50 fund. All the large Brokers are cheap. There has been a slight decrease in earnings revisions. His model price is $83.89, an 87% positive differential. | 2008-02-27 | |
| BUY | 43.170 | Michael Smedley | (Market Call Minute.) This one has been cratered, but will stay as one of the world's premier in the sector. | 2008-02-21 | |
| DON'T BUY | 42.710 | Jean-Francois Tardif | Stocks like this have been great over the last 20 years, but now we are in a credit situation and brokers and banks generally speaking are leveraged 20X to 1. Also, there are a bunch of derivatives out there and who knows who has what. Can't see that the risk/reward is attractive. | 2008-02-12 | |
| BUY | 44.880 | Brian Acker, CA | Still in the top 10 of his one US fund. You should own a collection of these. Massively mispriced. His model price is $85.68. A 91% positive differential. | 2008-02-07 | |
| TOP PICK | 51.370 | Brian Acker, CA | The Chinese made a $5 billion investment. This was fantastic as it virtually guarantees them an in road into China. His model price is $95.46, a 90% positive differential. | 2007-12-20 | |
| BUY | 50.080 | Charles Bobrinskoy | Market has been excessively negative. Their core money management business, asset management business, investment banking business, high net worth and brokerage businesses are all in very good shape. Trades at less than 10X next year's earnings. Close to 1.5X book. | 2007-12-19 | |
| SELL | 52.280 | Norman Levine | (Market Call Minute.) Business is drying up for the investment banks in the US. | 2007-12-03 | |
| DON'T BUY | 55.610 | Cameron Webster | Would avoid US financials until there is some clarity as to who owns what. There’ll be lots of volatility here. | 2007-11-14 | |
| TOP PICK | 62.420 | Brian Acker, CA | Loves the brokers. His model price is $116.75 giving it a positive differential of almost 76 %. | 2007-11-01 | |
| DON'T BUY | 67.260 | Gavin Graham | Very volatile stock. The underlying business prospects are not looking great. Not a good place to be. Prefers regional banks in the southeast, southwest and midwest where strong regional economies are exposed to exports. | 2007-10-29 | |
| DON'T BUY | 62.890 | Norman Levine | Feels it is a large mistake moving from Canadian to US financials. It's the wrong time to move. The US is dependent on capital market which is not good. | 2007-10-23 | |
| TOP PICK | 67.530 | Brian Acker, CA | He has a model price of $112.60. This gives it a 63% upside. There was a brokerage story in the US is still there. | 2007-10-10 | |
| TOP PICK | 64.630 | Brian Acker, CA | Hugely mispriced. 68% positive differential. Massively cheap. Over long term you’ll make money. | 2007-09-20 | |
| Comment | 64.500 | Jonathen Wellum, B. Comm, B. Sc | Have done a wonderful job of building their business. Prefers Merill Lynch (MER-N). Dollar cost average when buying these stocks during this intense volatility. | 2007-07-26 | |
| DON'T BUY | 87.800 | David Baskin | Spinning off their Discovery credit card, which makes sense. Everybody's watching the investment bank industry to see if the sub prime mortgages affect their next quarters. | 2007-06-19 | |
| TOP PICK | 80.070 | Brian Acker, CA | Through all the sub-prime difficulties, brokerages have been hit. This one came out with huge earnings recently. His model price is $102.64, a 29% positive differential. | 2007-04-12 | |
| DON'T BUY | 74.130 | Norman Levine | Brokerage stocks in general have led the market up. They have been a leading group, which is a reflection on a strong equity market. Last few days, they have led the market lower and looks like this will continue. | 2007-02-27 | |
| PAST TOP PICK | 62.900 | Brian Acker, CA | (A Top Pick Dec 21/05. Up 8%.) All the brokerages have announced huge record profits. Still sees value. He shows about a 40% positive differential from its current price. | 2006-03-29 | |
| BUY | 61.180 | Brad Willock | Did a lot of restructuring which caused a drop in the stock last spring. Had been oversold. Feels that merger and acquisitions this year will be taking off which will create big revenues for them. | 2006-02-09 | |
| TOP PICK | 58.110 | Brian Acker, CA | (A Top Pick Oct 20/05. Up 10%.) Still way mispriced. Has been the laggard in the US brokers. He has a 40% differential between the current price and the actual value. | 2005-12-21 | |
| PAST TOP PICK | 57.350 | Brian Acker, CA | (A Top Pick Sept 7/05. Up 8.5%.) Still likes it. His model price shows that there is a 50% upside in valuation. | 2005-11-23 | |
| TOP PICK | 55.610 | Brian Acker, CA | All the brokers are making new highs. This one continues to lag. Has huge value. Has a model price of almost $80, a 43% differential. | 2005-11-14 | |
| TOP PICK | 52.140 | Brian Acker, CA | Still hasn't moved for him, but still shows a lot of value. There's a lot of great news on brokerages showing great earnings. | 2005-10-20 | |
| TOP PICK | 51.750 | Brian Acker, CA | Likes financials in the US in general. His model price is $78 which is a 59% differential. | 2005-09-21 | |
| TOP PICK | 52.220 | Brian Acker, CA | His model price is $77.40, a 50% discount. | 2005-09-07 | |
| VAGUE | 50.880 | Richard Croft | A blue chip, blue blood investment bank. CEO has resigned which he feels is a good thing. | 2005-06-13 | |
| PAST TOP PICK | 49.630 | Brian Acker, CA | (A Top Pick Mar 22/05. Down 11.5%.) Has bought more. Likes the brokerage group and thinks it's undervalued. | 2005-06-09 | |
| TOP PICK | 50.250 | Brian Acker, CA | (A Top Pick Jan 18/05. Down 11%.) There's so much value within this name, it is still his Top Pick. Likes US financials. | 2005-05-05 | |
| TOP PICK | 50.440 | Brian Acker, CA | They have a CEO they don't want. The Morgan Stanley faction doesn't want the Dean Witter faction in the company. This creates value. Going to spin off the credit card Discovery. Has a model price of $71.85. | 2005-04-28 | |
| TOP PICK | 55.700 | Brian Acker, CA | (A Top Pick Jan 18/05. Up 1%.) Earnings came in very, very large. Brokerage houses are making a ton of money off commodities. | 2005-03-22 | |
| TOP PICK | 56.450 | Brian Acker, CA | Has a model price of $71. If large caps are going to go, this one will do quite well. | 2005-01-18 | |
| TOP PICK | 47.860 | Brian Acker, CA | Trades at a discount to their model price of $64. | 2004-08-11 | |
| BUY | 49.330 | Brian Acker, CA | Part of their top 10 holdings. | 2004-07-30 | |
| PAST TOP PICK | 59.610 | Paul O'Neil | (A top pick Jan 16/04. Down a hair.) Had just announced phenomenal numbers. | 2004-03-19 | |
| TOP PICK | 60.430 | Paul O'Neil | Investment banking is back. Very high-margin business. Very attractive Also likes Goldman Sachs, Bear Sterns and Lehman Bros.. | 2004-01-16 | |
| TOP PICK | 48.920 | Bob Stodgell | (Was a top pick on Dec 17 up 5.5%) Great company. Good dividend. Good values. | 2002-02-06 | |
| TOP PICK | 51.690 | Bob Stodgell | 3 year dividend growth of 33%. Can be volatile. | 2001-12-17 | |
Experts that have talked about Morgan Stanley
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