SocialPicks Sentiment:
** v.s.
other stocks
|
This Quarter's Sentiment:
|
|
|
SocialPicks Community
Bullish on JPM ...
JPM
|
|
|
+0.00%
in
4 minutes
(closed on 08/03/08)
This company is one of the strongest companies during the credit crunch snapping up assets at fire sale prices. The future with JP Morgan under the helm of Jamie Dimon will be a very prosperous company especially gaining bear stearns at a great price. I'm sure that the share price will increase after the profits from acquiring bear stearns is shown after the economy improves.
|
Bullish on JPM ...
JPM
|
|
|
+6.05%
in
40 days
Analysts' Recommendation: Hold 30 Days Ago: Buy Analysts' Target: $43 Analysts' Targets UBS Securities $37 Hold Wednesday, July 02, 2008 Ladenburg, Thalmann $39 Neutral Wednesday, June 25, 2008 Lehman Brothers $50 Equalweight Monday, June 09, 2008 Punk, Ziegel & Company $44 Mkt Perform Friday, February 29, 2008 BusinessWeek Rankings Best Global Brands Best Global Brands 2007 #32 2006 #33 Best Places to Launch a Career Best Places to Launch a Career 2007 #17 2006 #9 JPMorgan Chase & Co., a financial hold...
|
Per the S&P report
JPM
|
|
|
+2.14%
in
46 days
As seen on the S&P report: We anticipate further pressure in JPM's market-sensitive business in 2008, as the environment remains challenging.We expect near-term results to be pressured by credit quality issues in its sub-prime mortgage, auto, home equity, and credit card portfolios. Return on equity increased from 7.8% in 2005 to 12.2% in 2006 and 13.0% in 2007.We think recent expense management initiatives, implemented by Mr. Dimon, JPM's CEO, will help drive ROE improvement in 2008.We see EPS growth of 5% annually over the next three years.
|
Bearish on JPM ...
JPM
|
|
|
+5.82%
in
71 days
JPM has the world's largest exposure to credit default swaps (CDS) with notional exposure of $8.0 trillion (yes trillion not billion!) and BSC is the second largest with notional exposure to CDS of $2.7 trillion. JPM’s largest counterparty exposure in CDS could reasonably be expected to be on BSC. I suspect that the notional exposure would have accounted for circa 5% of BSC’s book leaving JPM with an exposure of $135 billion. However this direct exposure would have been subject to various netting arrangements which would have reduced the net exposure to a much lower amount. ...
|
Bearish on JPM ...
JPM
|
|
|
+5.82%
in
71 days
JPM has the world's largest exposure to credit default swaps (CDS) with notional exposure of $8.0 trillion (yes trillion not billion!) and BSC is the second largest with notional exposure to CDS of $2.7 trillion. JPM’s largest counterparty exposure in CDS could reasonably be expected to be on BSC. I suspect that the notional exposure would have accounted for circa 5% of BSC’s book leaving JPM with an exposure of $135 billion. However this direct exposure would have been subject to various netting arrangements which would have reduced the net exposure to a much lower amount. ...
|
From the Blogosphere
Cramer on BloggingStocks: Fannie and Freddie could be the martyrs
Filed under: JPMorgan Chase (JPM), Federal Natl Mtge (FNM), Wells Fargo (WFC), Housing, Cramer on BloggingStocks  TheStreet.com's Jim Cramer says the common would be crushed on a government takeover, but everything else would be saved.
The most important positive that must occur in this economy is for housing to stop going down. It is even more important than oil going down, because it cuts to the core of consumer confidence and credit.
House prices are coming down, but that's not enough. We also need lower mortgage rates, and the spread between the mortgage rates and Treasuries is so high...
|
Jim Rogers, on Bernanke, the Federal Reserve, and why the US May just be Screwed
Alex’s Notes: Dont know about you, but I consider Jim Rogers to be a very smart man. You dont become a Billionaire in commodities by being stupid. He has some very interesting things to say about the Federal Reserve Chairman Ben Bernanke in a recent interview. In my opinion, this guy gets inflation and the big picture better than just about anyone. 8.19.2008
Latest Jim Rogers Interview, During a 40-minute interview during a wealth-management conference in this West Coast Canadian city last month, Rogers said that: • U.S. Federal Reserve Chairman Ben S. Bernanke should “resign” for the bailout d ...
|
Steve Saville On The US Dollar And Gold
In his August 13th Commentary Steve Saville gave his thoughts on the US Dollar, gold, and currency manipulation. Steve gave me permission to repeat that letter in entirety.
Before I post Steve's thoughts, I need to state upfront that Steve's thoughts are similar to recent posts of mine that have stirred up quite a controversy. In case you missed them, here are my thoughts, in sequence.
One person accused me of "Yellow Journalism" over the first post, and numerous other...
|
Naked Truth Investing: Can you be fooled three times?
ARS Buybacks: Wachovia Follows the Herd
Going once…going twice…bought back! Wachovia (WB) this morning announced that it has settled with the New York Attorney General’s office regarding an investigation into its marketing of auction rate securities (ARS). As market watchers are aware, the market for these complex debt instruments collapsed in February, early on in the ongoing credit crunch. Essentially, auction rate securities are bonds with variable interest rates (often re-set weekly) and indefinite maturities. Investors could get out of the bonds on a weekly basis if they no longer liked the interest rate or needed their cash ...
|
|
ROCK-STAR INVESTORS
|
|
POPULAR STOCKS
|
|
TODAY'S HEADLINES
|
|
TODAY'S TOP PICKS
|
|
|
Takeover?
- News out today says Dimon and JPM might be looking to buy WB, is it a do?
|
financial industry next 5 years
- which financial companies are positioned to withstand the current negative news in the mortgage industry. Thinking about the next 5 years, who are go
|
More Resources
|
About JPMorgan Chase & Co
- Answers.com
In December, 2002, ten of the most prominent brokerage firms in the country agreed to a massive settlement. The charges involved well-documented claims that analyst reports issued by these firms were deceptive. The firms sold out their retail clients to curry favor with their underwriting clients.
