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MORGAN STANLEY

  • 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 »

  • 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 »

  • 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 »

  • Morgan Stanley Is Ready to Surprise Again

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

    Morgan Stanley (NYSE: MS) surprised analysts when it reported its first quarter performance on April 18. The firm surpassed its earnings and revenue estimates as its wealth-management division continues to grow.

    The bank reported earnings per share of $0.61 (excluding debt-valuation adjustment, or DVA, charges) against estimates of $0.65. This is a beat by 6.5%. Similarly, its revenue of approximately $8.5 billion were $0.13 billion 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 »

  • 2 Banking Stocks to Buy on Weakness

    By Brian Nichols - April 22, 2013 | Tickers: BAC, NES.DL

    On Thursday Morgan Stanley (NYSE: MS) saw massive post-earning losses despite beating on both the top and bottom line. This only continued a trend that we’ve seen over the last weeks with large banks such as Bank of America (NYSE: BAC) and Goldman Sachs posting large loss after strong quarters. However, this industry is not producing “bad” earnings, and any weakness should be viewed as an opportunity.

    Morgan Stanley more »

  • Is Bank of America a Buy After Earnings?

    By Meena Krishnamsetty - April 22, 2013 | Tickers: BAC, C, JPM, NES.DL, WFC

    Bank of America (NYSE: BAC) issued disappointing financials for the first quarter of 2013 on April 17. Earnings per share came in at $0.20, which missed analyst expectations of $0.22. While this was an increase in percentage terms, it still left the bank in a questionable value situation -- annualizing the $0.20 per share figure gives a P/E multiple of 14, well above that of many large more »

  • Giving Credit Where Credit's Due

    By Diane Alter - April 19, 2013 | Tickers: AXP, DFS, NES.DL

    In an environment where scores of varied financial companies are looking at sluggish--if any--growth, it’s rare to discover one that looks appealing. But Discover Financial Services (NYSE: DFS) looks absolutely alluring.

    Discover Financial Services is a direct banking and payment-services company that offers credit cards, student and personal loans, and deposit products through its Discover Bank subsidiary and home loans through its Discover Home Loans. Spun off from Morgan more »

  • Is Bank of America A Buy After Earnings?

    By Meena Krishnamsetty - April 17, 2013 | Tickers: BAC, C, JPM, NES.DL, WFC

    Bank of America (NYSE: BAC) issued disappointing financials for the first quarter of 2013 on April 17th. Earnings per share came in at 20 cents, which missed analyst expectations of 22 cents. While this was an increase in percentage terms, it still left the bank in a questionable value situation- annualizing the 20 cent per share figure gives a P/E multiple of 14, well above that of many more »

  • 1 Investment Bank Off to a Good Start for 2013

    By Damian Illia - April 17, 2013 | Tickers: BAC, GS, NES.DL

    Although investment banks generated good returns on equity in 2012, the business environment for this banking institution still looks far from great. We can't be sure the sector will get back to normal until it resolves its regulatory issues, which pose a long-term threat to the sector's profitability. In that light, let's take a closer look at Morgan Stanley (NYSE: MS) which I think is a good more »

  • Banks Breaking Up: Is There Value for You?

    By Adnan Khan - April 16, 2013 | Tickers: BAC, C, GS, JPM, NES.DL

    Analysts at Wells Fargo are of the view that shareholders at some of the biggest US banks will ultimately demand a breakup if stock valuations remain depressed for prolonged periods. This is a challenging environment for the US banks given the increased regulation and higher capital requirements.

    Sum of parts

    Bloomberg reported that analysts have calculated the valuations of some of the biggest banks in the US. For most of more »

  • Can Sluggish Lending Sink These Banking Giants?

    By Adnan Khan - April 16, 2013 | Tickers: BAC, C, JPM, NES.DL, USB

    In this article you will find the potential headwinds faced by some of the world’s largest investment banks in light of first quarter earnings.

    JPMorgan Chase (NYSE: JPM) stands to be the biggest bank in the US by assets. Bloomberg reported that some of its analysts wrote in a research report to their investors that the biggest investment banks are “uninvestable,” questioning the universal bank business model’s future more »

  • Giving Credit Where Credit's Do: Discover Financial Services

    By Diane Alter - April 14, 2013 | Tickers: AXP, DFS, NES.DL

    In an environment where scores of varied financial companies are looking at sluggish--if any--growth, it’s rare to discover one that looks appealing. But Discover Financial Services ( NYSE: DFS) looks absolutely alluring.

    Discover Financial Services is a direct banking and payment services company that offers credit cards, student and personal loans, and deposit products through it Discover Bank subsidiary and home loans through its Discover Home Loans, Inc. Spun off more »

  • The Continuing Decline of the PC

    By Eileen Rojas - April 13, 2013 | Tickers: DELL, HPQ, LNVGY.PK, NES.DL

    Is this the beginning of the end for the personal computer? The future seems to be uncertain. According to research conducted by International Data Corporation, or IDC, PC sales figures were almost twice as bad as the research firm's original forecasted drop of 7.7%. The 13.9% worldwide decrease in PC shipments in the first quarter of 2013 (1Q13) marks its worst quarter since 1994, the year IDC more »

  • US Investment Banks: A 2013 Roadmap

    By Damian Illia - April 8, 2013 | Tickers: GS, JPM, LAZ, NES.DL

    Although investment banks generated good returns on equity in 2012, the current US economic improvement appears to be cyclical and reproducing institutional risk parameters. The present environment for investment banks seems gray as regulatory issues must be finalized, there is uncertainty created by the fiscal debate and shifts in the competitive landscape are expected. The two companies I will address in this article are: Morgan Stanley (NYSE: MS) and Lazard more »

  • Is Goldman Sachs a Buy?

    By Meena Krishnamsetty - April 7, 2013 | Tickers: C, GS, JPM, NES.DL, WFC

    Goldman Sachs (NYSE: GS) has outperformed the S&P 500 so far this year, thanks at least in part to a quarterly report that beat analyst expectations. In the fourth quarter of 2012, earnings were more than double what they were a year earlier, and earnings per share came in about 50% above analyst expectations. Non-interest revenue grew by 28% in the year as a whole (led by growth in more »

  • International M&A

    By Austin Higgins - April 4, 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 Inc. (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 more »

  • Billionaire George Soros' Shake Ups

    By Marshall Hargrave - April 3, 2013 | Tickers: C, ESRX, JPM, LNKD, NES.DL

    Billionaire George Soros has a net worth in excess of $14 billion, and has some $25 billion in assets under management. While looking over Soros's holdings for the end of 2012 it appears he continues to bet big on financials, while also falling out of love with a couple of notable stocks.
    "It's not whether you're right or wrong that's important, but how much money you more »

  • What You Must Know About Nike

    By Ron Chatterjee - April 1, 2013 | Tickers: CROX, DECK, DKS, KSWS, NES.DL, NKE, SKX

    In the last 3 months, Nike's (NYSE: NKE) stock price has surged 12.25%. If you are excited by that, you would probably jump at this one. Nike's stock price has appreciated 73.8% in the last 5 years. And that includes the period of the Great Recession (2007-2010) as well. Mark Parker's efforts to improve the company are showing through stock price appreciation.

    But here's more »

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