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GS: Bull or Bear?
Changes to Goldman's Business Model will impact stock in short term
GS
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-26.81%
in
5 days
Due to the fact that Goldman Sachs is now a regulated national bank, I believe this is going to have a short term negative effect on their stock. GS was able to attain stock prices over $200 a share due to their ability to be highly leveraged as an overall firm. Becoming a bank is not going to afford them the ability to be as leveraged as they once were. It will take some time to determine what the long term impact of this decision will have on Goldman's share price, but in the short term, I do not anticpate it running above $135 a share. There is way too much uncertainty in the market.
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All bets are off -- stocks irrational downside
GS
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-29.81%
in
6 days
Filed under: Rants and raves, General Electric (GE), Berkshire Hathaway (BRK.A), Market matters, Goldman Sachs Group (GS), Stocks to Buy, Southern Company (SO)  There is a lot of bad news affecting the stock market and prices are falling for some very important reasons. These include reduced expectations for earnings, higher unemployment, a lack of liquidity, a housing market that has not bottomed yet, federal spending gone wild, and the collapse of some venerable financial institutions to name a select few.
The Standard & Poor's 500 Index: started the year (Dec 28, 2007) at 1,478.49 and as of
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Market Set to Continue Rally on Fed Bad Debt Bailout Plan and Short Sale Ban
GS
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-14.32%
in
14 days
(closed on 10/03/08)
 The financial sector and overall stock market reversed course in late-day trading on Thursday as word spread that U.S. Treasury Secretary Hank Paulson would brief Congressional leaders on a proposal to create a government entity in the near-term which would take illiquid, bad mortgage debts off the books of banks in a similar fashion to the Resolution Trust [RTC] during the savings and loan crisis of nearly two decades ago. The plan may also involve protection of money market assets in a ...
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Market Rallies on Fed Bad Debt Bailout Plan
GS
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+0.00%
in
3 hours
(closed on 09/19/08)
The financial sector and overall stock market reversed course in late-day trading today as word spread that U.S. Treasury Secretary Hank Paulson plans to propose a government vehicle to Congress this evening which would take bad mortgage debts off the books of banks in a similar fashion to the Resolution Trust [RTC] during the savings and loan crisis nearly two decades ago. Major market indexes in the U.S. ended the day in the green by about 4 – 5% on average and followed a gap up at the open on pre-market news of a coor ...
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GS and why it isn't cheap here
GS
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+14.62%
in
28 days
(closed on 09/25/08)
When considering if financial stocks have hit bottom first consider this research piece by Bridgewater , the worlds 2nd largest hedge fund. It doesn't bode well for GS, the financial industry, the US Dollar, or the US economy in general. This is no time to be taking speculative positions in securities that neither you or I have the ability to analyze completely enough to make a sophisticated investment decision. In markets like these you are far better off protecting your capital than trying to catch falling knives.
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U.S. study estimated losses of financial i...
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Goldman Sachs - The best of the worst
GS
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-0.47%
in
7 days
(closed on 08/27/08)
My mother always told me "if you can't say something positive say nothing at all" so here I go. In my opinion, Goldman is the best of the worst. By the worst, I mean the financials but I don't like any of them. I expect more banks to fail in the near term and as a former mentor of mine use to say "when they raid the whore house they take the piano player too". I think subprime is only the tip of the iceberg for financials and I think subprime is actually a much smaller problem than the unregulated sub prime market. Last I heard and I don't know if it can be relied upon but I was told e...
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Bought at 158...
GS
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-43.72%
in
54 days
Significant resistance at 151.....as stock fell past the 160 mark, it became a strong long position. When every other IB (even much smaller IBs) is losing GS is progressing. The stock is depressed because the whole Financial sector is depressed.....not on sound fundamentals. GS will NOT need to raise funds! EVER!
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Goldman Undervalued
GS
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-43.97%
in
54 days
Goldman Sachs is undervalued, dragged down by the rest of the industry, rumor and analyst sentiment that has turned against this investment bank that used to be perceived as the best of the best. Well, here are the strict valuation metrics. Goldman has a projected PE of only 8.4x compared to the industry's (Investment Brokerage) 14.8x implying a projected stock price of $280. The PEG story is even more severe with GS having a 0.65 PEG and the industry having a PEG of 2.20...giving a projected stock price that is even higher. Does Goldman deserve to trade below the industry average? I ...
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Goldman: Readying Short Position Initiation Sequence
GS
+44.51%
in
55 days
Each weekend when I do my big search for stock market ideas, my first search is by relative strength and weakness. I of course notice this during the week as well, but I try to really key in on names of stocks, sectors and groups on the weekend for further study. On July 30th the market had what technicians refer to as a 'follow-through day', which is simply a strong rally on heavy volume at least three days after a market bottom is put in. It should ideally occur between days five and seven, and although this one occurred on day ten, it's still not something to ignore. In my case two thing ...
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Goldman signaling lower...
GS
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+4.75%
in
3 days
(closed on 08/21/08)
They may be the "smartest guys in the room", but, the chart looks like a top is in place and it will be increasingly difficult to escape the write off's and negative business environment. We would be negative on GS on any strength. We would look at buildiing negative positions on any bounce. Full details at Supertradetimer.com, try our 2 week trial.
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Bookkeeping: Adding to Goldman Sachs (GS) & some Strategy
GS
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-8.70%
in
62 days
(closed on 09/02/08)
Continuing yesterday's theme of "last stages of correction means junk sectors in, good sectors out", I am adding to Goldman Sachs (GS) in the $180 range. Up to 2.6% of portfolio. I am feeling even better about this switcheroo into financials yesterday after watching the relative out performance of the group today. [Bookkeeping: Starting Ultra Financial (UYG)] In fact as I take a swig of my Kool Aid, I am thinking of unicorns, mermaids and unemployment rate falling from 5.5% to 5.3% to offset last month's huge increase - and the stampede of CNBC pundits rushing over me to buy stocks tomor...
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Bookkeeping: Some Assorted Buys
GS
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+1.44%
in
6 days
(closed on 07/02/08)
Still not seeing any capitulation in the generals but we are getting some nice selloffs in just about every other piece of the market. A few medium sized buys today and why - I'll use the edit and update this one post with any other buys today instead of creating new posts...
- Research in Motion (RIMM) in $124s - believe this should get to $120 but I had a 0.1% stake so taking it up to 0.4% (almost too small to mention this purchase) I'll add more increments around $120.
- DR Horton (DHI) in $11.90s - we sold this yesterday in the $13.30s so we got a 10.5% discount in 24 hours. Simply replaci
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Cramer on BloggingStocks: Motorola's worth will out
GS
-50.01%
in
110 days
Filed under: Deals, Yahoo! (YHOO), Motorola (MOT), Market matters, Sprint Nextel Corp (S), Goldman Sachs Group (GS), U.S. Steel (X), Nucor Corp (NUE), Stocks to Buy, Cramer on BloggingStocks TheStreet.com's Jim Cramer says the slide has to end somewhere -- eventually, we'll see a bid.
Is someone having a margin call? That's what I keep thinking as I watch the sickening slide in Motorola's (NYSE: MOT) (Cramer's Take) stock. How can Motorola go down so much? This is a company ...
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Goldman Performing Well, But Cyclical Headwinds Remain; Reiterate Hold
GS
-51.90%
in
111 days
6/18 - "Goldman Sachs reported 2Q08 EPS of $4.58, beating our $3.44 estimate and the consensus of $3.42. The relative outperformance was driven by revenue strength (particularly in Investment Banking and Principal Investments) coupled with a lower than expected tax rate and non-compensation expenses."
"Management's tone remained cautious on the near-term operating environment. CFO David Viniar referenced a "challenging" current operating environment multiple times during the call. Actions like boosting the liquidity reserve, scaling back buybacks, and reducing leverage suggest that GS is p...
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Goldman Shines...and It's Still Not Expensive
GS
-51.90%
in
111 days
6/17 - "Granted Goldman's Price to Book ratio has been notoriously higher than its peers at around 1.9, but that doesn't make it expensive. The industry, through this downtrend and the losses is in a time of consolidation and new metrics. In fact, Goldman, on Price to Book is inching closer to the sector near the high 1.7s. Since P/E ratios don't mean much if they're negative, for some other Investment firms, analysts need new ways of valuation. But GS, has always been on a profitable path, and its trailing P/E now stands at 8! In a perfect world this ratio would be at 12 and it's forward n...
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People Bullish on GS
People Bearish on GS
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If it has leverage....Sell it
- The melt down seems to have begun. The Commercial paper market has totally frozen up. The freezing of the CP market has major ramifications. Only the...
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The Rush to Gold. Coming or gone?
- We are in the midst of a credit melt down. If you don't believe it just turn on a tv , pick up a paper, or get your head out of the sand. Face it, the...
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More bad news for the financial sector
- Bond manager Bill Gross wants to spread the bailout wealth. Gross says in a commentary posted on the Pimco Web site Thursday that the government must â...
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GS could still go lower!!
- Is a 4% pop the best GS can do with a ringing endorsement from the Oracle of Omaha---Warren Buffett. Still looks like it is going lower to me. Best ca...
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About Goldman Sachs Group Inc The
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