Enjoy Morgan Stanley Co. and believe it will merge with at least one more company in the next year. This could also mean buying another company or two. Plenty of room to expand and improve their financial picture.
I should be ashamed of myself in my recent about face in MS. I think it should be sold with the rest of the financial stocks. Sell baby sell. And next time I say it is time to buy remind me not to be so stupid.
Morgan Stanley is in a white knuckle situation, having just had a 22% haircut today. They are waiting on a big chunk of change($9 billion) from MTU on Tuesday. I believe that the government won't let Morgan Stanley fail. Look for them to get a cash infusion from Uncle Sam now that Paulson has been given the power to do so. Also, don't rule out them being bought lock, stock, and barrel. Still, this is a speculative pick and should only be made with money that you can afford to lose.
I am the Global Editor at MoneyShow.com and each week I interview an investing expert. This week, I spoke with John Snowden, contributor to The IRS Report newsletter, who says the British economy will slide deeper into recession and the markets will move lower, too.
Q. What is your outlook for Great Britain's economy in the next 12 months?
A. We are on the cusp of a recession, but we have yet to feel the real crunch from a retailing viewpoint. The forthcoming all-important Christmas trading period wi
Morgan Stanley, through its subsidiaries and affiliates, provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide. The company operates in three segments: Institutional Securities, Global Wealth Management Group, and Asset Management. The Institutional Securities segment engages in various activities, including capital raising; provision of financial advisory services principally on mergers and acquisitions, divestitures, corporate defense strategies, joint ventures, privatizations, recapitalizations, spin-offs, corpora...
TheStreet.com's Jim Cramer says all that money has to go somewhere, and this is a likely destination.
Clash of the ideals! Oil's down, and what can you buy when there's so much bad bank news? What can you buy when Wachovia (NYSE: WB) (Cramer's Take) is boosting reserves and Morgan Stanley (NYSE: MS)) (Cramer's Take) is still being pursued by authorities and JPMorgan (NYSE: JPM) (C...
Goldman Sachs (GS) reports tomorrow and Morgan Stanley (MS) Wednesday. I own both these stocks as a "barbell" approach to the market - owning some things in places I am not really that positive on - knowing that they can rally at times the rest of the portfolio might dip (which has been the pattern many times since last summer). [Jun 6: Starting to Buy Stuff I Don't Like] That said, combined these 2 make up less than 2.5% of the fund at current time, so it's not much of a barbell. These 2 are the best of an awful bunch - the open question is, as the easy credit days disappear like memor...
In light of a previous post in regards to sector rotation, I am beginning a stake in Goldman Sachs (GS).<!--more-->
I've been waiting for a breakout over $185, which was the March high.
We have some serious resistance at the 200 day moving average, $197,
but if that breaks - the sky is the relative limit.
I am doingthis to create a more balanced approach in the fund, sort of a minibarbell effect. I now have 2 homebuilders and 2 investment banks(Morgan Stanley being the other) - while in total they make up 10% orso of the fund, I need to have "something" working when the marketturns to its ea
TheStreet.com's Jim Cramer says that by offering a good yield, Lehman helped transform the case on a number of financials.
In a world of virtually no fixed-income return, when you offer a 7% piece of paper with terrific upside, as Lehman (NYSE: LEH) (Cramer's Take) did, you can bet you will get takers.
3/23 - "Three factors will keep the cash register ringing for investment banks:
1. Demographics of baby-boomers saving for retirement.
2. The cheaper dollar, meaning that foreign firms will be on a shopping spree for U.S. companies, which will help M&A advisory.
3. Mortgage portfolios that have been marked to market. When liquidity returns to this market, portfolios of mortgages will start to show profits."
This $200 billion pump was to monetize the debts they can't pay back themselves, or the hedge funds they represent. Using debt portfolios like asset collateral to borrow more money? How does that work? How can you use mortgages where people are upside down to borrow money from the government? What is that? And when the portfolio valmaking payments because a borrower refuses to pay on a m
When the next shoe drops, when the next shoe drops, when the next shoe drops... ok, we get it, I'm sure everyone agrees there's likely more downside, but why, and where is it coming from? In other words, what's the next shoe?
Corporate leveraged loans. If you got tired of hearing subprime residential markets in 2007, brace yourself for corporate leveraged loan markets for 2008.
Some i-banks are smart enough to take advantage of the credit default swaps to hedge themselves from the corporate mess. Among the biggest players include securities behemoths Goldman Sachs
If it has leverage....Sell it
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Looking for the bottom?....Keep looking.
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SELL THIS RALLY
- Sell this rally if you know what is good for you. The reasons are simple and relatively straight forward. Firstly, nothing has changed if anything th...
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...