BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[JPMorgan Chase: Time to scoop up a value]]>http://www.bloggingstocks.com/2008/02/01/jp-morgan-chase-time-to-scoop-up-a-value/http://www.bloggingstocks.com/2008/02/01/jp-morgan-chase-time-to-scoop-up-a-value/http://www.bloggingstocks.com/2008/02/01/jp-morgan-chase-time-to-scoop-up-a-value/#commentsFiled under: ,

Readers of this space know that the investment thesis offered here favors large-cap companies with demonstrated business models that have a competitive advantage in established markets, preferably with a favorable global trend as a support.
Still, every once in awhile an exception is made, in this case to get-ahead-of the-curve regarding a sector's recovery, and with the aforementioned in mind, JP Morgan Chase is worth an evaluation.

JPMorgan Chase (NYSE: JPM) is the third largest financial services firm in the United States.

Analysts like JPMorgan's solid organic growth prospects, diverse product lines and wide geographic footprint. JPM has more than 3,000 retail bank branches.

Equally significant, analysts believe JPMorgan's subprime related asset exposure is manageable: it's in a much better position than its peers. Furthermore, analysts expect strong growth in asset management fees and in treasury/securities services to offset slumps in investment banking and credit quality. The Reuters F2007/F2008 EPS consensus estimates for the company are $4.18/$4.58.

Continue reading JPMorgan Chase: Time to scoop up a value

JPMorgan Chase: Time to scoop up a value originally appeared on BloggingStocks on Fri, 01 Feb 2008 15:15:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bank sectorbanksBankSectorinvestment bankingInvestmentBankingJPMJPMorgan ChaseFri, 01 Feb 2008 15:15:00 EST<![CDATA[A whiff of banking reform in the air]]>http://www.bloggingstocks.com/2007/11/28/a-whiff-of-banking-reform-in-the-air/http://www.bloggingstocks.com/2007/11/28/a-whiff-of-banking-reform-in-the-air/http://www.bloggingstocks.com/2007/11/28/a-whiff-of-banking-reform-in-the-air/#commentsFiled under: , , , , ,

The ever-prescient Financial Times columnist Martin Wolf, an economist, raises, and to some degree answers, a question that no-doubt has been on the minds of U.S. investors, readers, as well as Europeans: Why does banking generate such turmoil?

Or, as Wolf put it another way: why is banking an accident waiting to happen, with the crisis in securitized lending the latest example?

The answer - - or fault, to paraphrase Shakespeare - - lies within ourselves, Wolf argues, due to the very things nations have established to protect depositors - - namely, depositors' insurance and government guarantees, which prompts banks to take high risks.

Continue reading A whiff of banking reform in the air

A whiff of banking reform in the air originally appeared on BloggingStocks on Wed, 28 Nov 2007 18:09:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Bank of EnglandBank of JapanbankingbanksBankSectorcredit marketsECBEuropeanCentralBankFDICloansMartin Wolfmortgage backed securitiesmortgage ratesmortgagessubprimesubprime mortgagesU.S. Federal ReserveWed, 28 Nov 2007 18:09:00 EST