$27.00 -0.07 (-0.26%)
11/6/2009 4:05 PM

Jefferies Group, Inc. (JEF)

CAPS Rating: 2 out of 5

The Company and its subsidiaries operate as a full-service global investment bank and institutional securities firm focused on growth and middle-market companies and their investors.

Current Price $27.00 Mkt Cap $4.66B
Open $26.65 P/E Ratio 115.47
Prev. Close $27.07 Div. (Yield) 0.50 (2.80%)
Daily Range $26.50 - $27.27 Volume 910,848
52-Wk Range $7.97 - $30.99 Avg. Daily Vol. 2,185,000

JEF News and Commentary

Caps

How do you think JEF will perform vs the S&P 500?

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All Members

108 Outperform
42 Underperform
 

All-Star Members

27 Outperform
24 Underperform
 

Wall Street

4 Outperform
3 Underperform
 

Top JEF Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

ValueMrk (99.01)
Submitted April 13, 2009

Jefferies - unvervalued - will emerge as a strong broker!

Jeffreyw (95.44)
Submitted June 24, 2008

Another stock too dependent on investing and banking.

JEF VS S&P 500 (SPY)

Fools bullish on JEF are also bullish on:

Fools bearish on JEF are also bearish on:

Recent Community Commentary

Read the most recent pitches from members about JEF.

Recs

0
Member Avatar evo34 (60.11) Submitted: 10/25/2009 4:59:02 PM : Outperform Start Price: $27.34 JEF Score: -0.25

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Recs

0
Member Avatar Recover22kplan (60.24) Submitted: 9/18/2009 6:06:20 PM : Outperform Start Price: $10.75 JEF Score: +104.51

This Stock alone helped me recoup 12,000.00 dollars of my money that went missing - Geez I hope I don't have to go thru that again, what a nightmare, I literally pulled out my eyebrows and I had to take Zanex, What the H E double hockey sticks do I know about the stock market - I will tell you - NOTHING - that is why I should have never hired a "Financial Advisor" I should have just put all my new found money at the time (2007) in a CD but Nooooooo I got mocked and talked into mutal funds that were going to get me a 18% return, well that didn't happen, in a panic I cashed out Thank God I only lost 22 thousand. I wanted to get my money back and I wanted to get it back Fast so I watched Fast Money and Charles Neener (little bit out there that guy he uses sunspots for part of his research) He recd ING which worked out even better than JEF anyhow I traded all by myself and I have a happy ending finally - I don't recommend trying this at home if you are a lowly, simple career receptionist like me. I have no right to be a score leader - because I had luck not market savy - Thanks for listening not that anyone cares - so let it be written so let it be done - I will never watch CNBC again for the rest of my life

Recs

0
Member Avatar ALPHADividend (92.86) Submitted: 4/16/2009 1:55:07 AM : Underperform Start Price: $15.18 JEF Score: -51.90

This company was individually screened to verify that during the boom years ('04-'08), their Balance Sheet expansion appeared excessive. The company operates within the FIRE (Financial Insurance Real Estate) sector of the economy which has been hot the past few decades, yet will run out of steam this coming decade. At some point or another, something's gotta give with this company. Income will start collapsing due to debt levels, and/or dividends will be slashed or removed, and/or significant losses will be realized. The chances of this being a growth company or having significant growth is heavily muted due to its dividend paying obligations at the current levels of today.
This company was personally found after using a screener.

initial google screen:
Market cap over 400M
Dividend yield over 1%
1 Year price change better than -35%
price to book 0.9 or higher
total debt/equity (recent qtr) greater than 50%
13 week price change greater than 17%

After individually screening for companies appearing overvalued due to Balance sheet expansion, it yielded the following stocks to short:
EVR NTRS PRSP JEF LAZ FIS RJF

For the heavy shorting within the FIRE sector as part of the above picks, I will offset them with the following longs relating to FIRE companies:
LONG on BX CVBF UTR

This will be the primary focus of this profile, to seek & obtain alpha from long/short dividend opportunities across various industries.
- ALPHADividend

Leaderboard

Find the members with the highest scoring picks in JEF.

Score Leader

Recover22kplan

Recover22kplan (60.24) Score: +104.51

Fast Money - Guy Amandi

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score Commentary
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. Recover22kplan 60.24 3/12/2009 4/13/2009 Outperform 5Y $10.75 +151.16% +46.65% +104.51 1 Comment
ForceMajeure26 77.10 4/16/2008 Outperform 3Y $14.90 +81.25% -17.89% +99.14
HardyBoyDan 67.80 10/27/2008 Outperform NS $12.05 +124.07% +27.07% +96.99
54thandcityave < 20 3/18/2008 Outperform 3M $15.46 +74.61% -14.52% +89.13
sallyshooter 25.26 7/15/2008 Outperform 5Y $15.09 +78.93% -9.85% +88.77 1 Comment
karlm26 < 20 3/31/2008 Outperform 3Y $16.14 +67.30% -16.26% +83.57
DoubleAmerica 92.32 12/18/2008 Outperform 5Y $13.19 +104.70% +22.83% +81.87
JacobeanEra 68.54 7/2/2008 Outperform 5Y $16.59 +62.75% -14.26% +77.01
lrsmac1 < 20 5/19/2008 Outperform 3W $17.65 +52.97% -22.21% +75.18
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. craigz24 < 20 4/2/2008 Outperform NS $17.41 +55.09% -19.06% +74.15

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackFoxPitt 30.67 7/22/2009 Outperform NS $21.34 +26.52% +13.34% +13.19
TrackPaliResearc 81.66 4/15/2009 Underperform NS $14.62 +26.06% +5.78% -20.28 7/9/2009 @ $18.43
TrackJMP < 20 4/14/2009 Underperform NS $15.93 +71.63% +26.13% -45.50 9/29/2009 @ $27.34
TrackBerkowitz 76.75 2/17/2009 Outperform 1Y $11.68 +75.09% +13.30% +61.79 5/28/2009 @ $20.45 1 Comment
TrackBerkowitz 76.75 8/27/2008 Outperform 1Y $17.60 -51.70% -35.76% -15.95 11/24/2008 @ $8.50 1 Comment
TrackBofASec 93.50 8/14/2008 Underperform NS $18.06 +49.50% -13.56% -63.06
TrackWachovia 35.10 5/8/2008 Underperform NS $18.47 -1.69% -24.37% -22.68 10/7/2008 @ $18.16
TrackJimCramer < 20 4/11/2008 Underperform 3W $14.39 +87.63% -16.70% -104.33
TrackSterneAgee 83.73 2/15/2008 Underperform NS $17.34 +55.71% -16.83% -72.54
TrackJohnKeeley < 20 9/30/2007 Outperform NS $27.31 -1.15% -26.44% +25.29 1 Comment
TrackWhitman < 20 9/30/2007 Outperform NS $27.31 -1.15% -26.44% +25.29 1 Comment
TrackRonBaron < 20 9/30/2007 Outperform NS $27.31 -1.15% -26.44% +25.29 1 Comment
TrackJimCramer < 20 5/8/2007 Outperform 3W $31.86 -54.52% -11.53% -42.99 4/12/2008 @ $14.49
TrackJimCramer < 20 10/19/2006 Underperform 3W $29.46 +10.39% +10.45% +0.06 5/9/2007 @ $32.52
TrackJimCramer < 20 9/20/2006 Outperform 3W $27.66 +6.98% +3.15% +3.82 10/20/2006 @ $29.59

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