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Goldman Sachs

  • Don't Read The Wrong Signs About Technology

    By Alexander Cho - May 23, 2013 | Tickers: AMZN, GS, GOOG, IBM, WMT

    So this morning, I ran across a Forbes article that concluded that business is becoming deprived by technology. Now the author of the Forbes article, John Wasik more or less supports Jaron Lanier’s viewpoints. Jaron Lanier stated five points in his book Who Owns The Future, which I will, bullet point:

    • Long-range impact of networked tools employed by “Siren Servers” move information but not income to those who are more »

  • Why This Financial Company Offers Good Upside

    By Lee Samaha - May 22, 2013 | Tickers: COF, DFS, GS, WFC

    Textbooks will tell you that economies work in concert with some kind of ideal and consistent. Unfortunately, it never quite works out like that. In the financial sector in particular we have seen some unusual developments in recent years.

    On a historical basis the sector looks cheap, with many of the leading companies trading at below book value; however, we are living in uncertain times and the credit cycle is more »

  • Are Sunny Days Ahead for This Solar Play?

    By Leo Sun - May 21, 2013 | Tickers: FSLR, GS, SCTY, SPWR, TSLA

    The past five years have been exceptionally cruel to the solar industry. Once considered the next hot growth industry, solar companies have been devastated by crises affecting its core markets - the global financial crisis, the European sovereign debt crisis, the slowdown in China and spending cuts in America all dashed hopes of solar power becoming a viable alternative to traditional sources of energy. The Solyndra scandal also showed that green more »

  • Mohnish Pabrai Is Bullish on This Natural Gas Player, But Cutting His Stake Elsewhere

    By Anh HOANG - May 20, 2013 | Tickers: CHK, GM, GS

    Mohnish Pabrai, the successful value investor, has grown his fund from $1 million in 1999 to around $340 million. He holds quite a concentrated portfolio with less than ten stocks. According to ValueWalk, in the first quarter 2013, it was reported that Pabrai boosted his stake in Chesapeake Energy (NYSE: CHK) by 1.85% to more than 3.12 million shares, accounting for more than 24% of his total portfolio more »

  • Goldman Aquires This Company At An Attractive Valuation

    By Mike Thiessen - May 15, 2013 | Tickers: EBIX, GS

    Goldman Sachs (NYSE: GS) announced a takeover bid for Ebix (NASDAQ: EBIX) to take the company private for $20 per share, close to a 10% premium to the closing price the prior day. Ebix has faced scrutiny for their accounting practices and was called a “house of cards” in a blog report on the firm that spurred an investigation. The company was discussed in an earlier post on this website more »

  • The Best Financial Companies: Head to Head

    By Daniel Murray - May 15, 2013 | Tickers: C, GS, IYG, JPM, WFC

    The financial services sector has recovered splendidly from the beat down it suffered during the 2008 financial crisis. It has been one of the best performing sectors in the last year, and sentiment remains high for the industry in 2013.

    This article compares the attributes and recent performance of four of the biggest names in the industry: Wells Fargo (NYSE: WFC), JPMorgan Chase (NYSE: JPM), Citigroup (NYSE: C), and Goldman more »

  • Volcker Rule Still Sitting in Limbo

    By Kyle Colona - May 14, 2013 | Tickers: GS, JPM, WFC

    The Volcker Rule provisions of the Dodd-Frank reform measure ending proprietary trading have still not been established by federal regulators as financial firms set up contingency plans. This article will provide an over view of the rule and discuss its effect on some key firms.

    A Brief History of the Volcker Rule

     The Volcker Rule is designed to prohibit banks with federally guaranteed deposits from trading on their own account more »

  • Should You Buy The Companies You Hate?

    By Christopher Drose - May 13, 2013 | Tickers: AIG, BAC, BP, C, CMCSA, GS, HAL, JPM, WFC

    I recently saw a list of the most hated companies in America. A couple of days later a saw a list of the new most popular stocks among hedge funds and AIG (NYSE: AIG) was also at the top of both of the lists. So I decided to look a little more into the most hated companies and how there stocks have performed this year and every stock is up more »

  • Buy AIG or Goldman Sachs Instead of Berkshire

    By Alexander Cho - May 13, 2013 | Tickers: AIG, BRK-A, GS

    AIG (NYSE: AIG) reported a phenomenally strong quarter. The great performance was driven by improving cost management along with the management team’s openness to other investment opportunities. The insurance giant is undervalued and may be able to generate substantial returns going forward.

    Earnings highlights

    AIG, an international insurance company, has reported a decline in earnings the past quarter. In the first quarter of 2012 the company was able to more »

  • The Future of Buffett’s Distressed Deals

    By Meena Krishnamsetty - May 13, 2013 | Tickers: BAC, BRK-B, BRK-A, GE, GS

    Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) had its annual shareholders' meeting in downtown Omaha this past weekend; see our live coverage of the meeting here. Warren Buffett made the bold move of including an investor bearish on Berkshire Hathaway on the panel of analysts to question him.

    Who was the bear?

    Doug Kass of Seabreeze Partners Management was the lucky recipient of the invitation to be the credentialed bear. Kass more »

  • 3 Well Known Financial Stocks

    By Victor Selva - May 10, 2013 | Tickers: C, GS, WFC

    A couple of years ago, investing in the financial sector was not for the faint of heart. However, for the adventurous, it turned out pretty well--last year the segment offered outstanding returns. Although reaching such highs seems pretty unlikely for 2013, some companies still offer compelling investment prospects. Citigroup(NYSE: CNYSE: C)), Goldman Sachs (NYSE: GSNYSE: GS)) and Wells Fargo (NYSE: WFCNYSE: WFC)) are three of the industry’s giants that deserve a more »

  • Technology Stocks Versus Financial Stocks

    By Alexander Cho - May 7, 2013 | Tickers: AIG, AAPL, GS, JPM, MSFT

    When I think of comparing the tech sector to the financial sector it is laughable. It’s like the east versus the west. When you think of Wall Street banks you imagine skyscrapers with a bank logo slapped on top of it. Technology companies bring up images of University campuses with a Collegiate feeling to them. The culture of Wall Street and Silicon Valley are so different it’s more »

  • Why Goldman and Morgan Stanley's Results Are Unimpressive

    By Sarfaraz Khan - May 7, 2013 | Tickers: GS, JPM, NES.DL

    Goldman Sachs (NYSE: GS), the largest independent investment bank in the U.S., and Morgan Stanley (NYSE: MS), the sixth-largest bank in the U.S., have recently released their quarterly results.

    Goldman Sachs was able to beat both top-line and bottom-line estimates, but revenue from its biggest segment fell by 10%. Similarly, while Morgan Stanley’s earnings were also above the Wall Street expectations, the firm failed to impress investors more »

  • International M&A Creates Opportunity for Banks

    By Austin Higgins - May 1, 2013 | Tickers: EVR, GS, NES.DL

    Global mergers and acquisitions have been steadily rising since 2010. As more companies are acquiring and seeking to be acquired, investment banks both large and small are experience excellent returns.

    Evercore Partners (NYSE: EVR) is a boutique investment bank that has two distinct divisions: investment advisory and investment management. The investment advisory division focuses on mergers, acquisitions, leveraged buyouts and other expansion activities. It has facilitated over $1 trillion in more »

  • A Value Play in Banking

    By Piyush Arora - May 1, 2013 | Tickers: GS, JPM, WFC

    With the sluggish U.S economic recovery, major banks in the country are finding it difficult to report impressive growth figures. Adding to the miseries, the pending Dodd-Frank reform and Basel III norms will further crunch the banks financially and maybe even slowdown their growth. In such a scenario, aggressive banks often increase their leverage to boost their gains, but Wells Fargo (NYSE: WFC) has discovered a new growth avenue more »

  • The Stock Market Determines the Earnings Potential of Banks

    By Alexander Cho - April 29, 2013 | Tickers: BLK, GS, NES.DL | Editor's Choice

    Morgan Stanley (NYSE: MS) recently reported a stronger quarter, primarily driven by growth in asset management and wealth management revenue. The growth in revenue was primarily driven by the rallying stock market and rotations from commodities and bonds into stocks. The demand for stocks is likely to improve due to the better yields stocks tend to have when compared to bonds.

    Morgan Stanley meets estimates

    Morgan Stanley grew revenue 30 more »

  • What This Earnings Report Tells Us About the Market

    By Alexander Cho - April 29, 2013 | Tickers: BLK, GS, JPM

    Some companies have to be watched like a hawk during the earnings season. BlackRock (NYSE: BLK) announced some strong results for the first quarter where its EPS grew 16%. The CEO of BlackRock, Larry D. Fink, believes that the asset rotation in equities is being driven by falling yields, and that worldwide risk taking has definitely climbed.

    Fink also added that investors are looking for stocks that are more coupon more »

  • This Bank Is too Cheap to Ignore, or Is It?

    By Marshall Hargrave - April 29, 2013 | Tickers: BAC, C, GS, NES.DL, UBS

    Like the host of financial stocks pressured in the wake of the bursting of the real estate bubble, Morgan Stanley (NYSE: MS) has been right there along with the best of them, seeing its market value tumble more than 55% over the last five years. 

    When looking over how some of the top banks trade, one big thing that stood out to me was the relative cheapness of Morgan Stanley more »

  • Should 'Too Big to Fail' Be Done Away With?

    By Nate Wooley - April 25, 2013 | Tickers: BAC, GS, JPM, WFC

    A new bill moving through the Senate aims at restricting big banks' ability to risk on the taxpayers' dime.

    At least that's what the bill's sponsors say. Senators Sherrod Brown (D-OH) and David Vitter (R-LA) have proposed that large banks – those with more than $500 billion in assets – be required to maintain capital equal to 15% of their assets at all times. If a bank has between $50 more »

  • Banks Faced With Another Headwind

    By Adnan Khan - April 24, 2013 | Tickers: BAC, GS, JPM, NES.DL

    The prevailing environment is challenging for the US banking sector. This was also seen in the first quarter results of most banks. Since banks were a major contributor to the 2008 financial crisis, legislators and regulators are consistently trying to ensure that history doesn’t repeat itself. As part of this, the Fed has been conducting stress tests. However, a new set of rules being implemented across the US and more »

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