Morgan Stanley (NYSE:MS)

Rising rates, inexpensive, moving up

Earnings should grow all year and the stock is undervalued compared to other bank stocks.

This company will really conquer the S&P 500 performance. This weeks for sure.

crossing here

yes

Next BK major house

ms, c, bac these over-sold financial stocks will push the S&P 500 to a new high in the coming weeks or month while EBC begin to buy the bond.

Only two notches down....yay?

Better analysis and focus on wealth management division

Morgan Stanley is trading at about 50% of tangible book value. To earn a 15% return for shareholders, it needs to make a 7.5 Return on Tangible Equity.

For purposes of comparison, all of the major commercial banks believe they can make over 10% on Tangible Equity. Given that commercial banking is much more capital intensive than investment banking, there's no reason to believe that the investment banks can't at least do as well.

Bullish on the financials

Investment banking powerhouse with global reach.

Absurdly cheap.

The recent stock market rally will benifit Morgan Stanley's bottom line quite a bit, plus it didn't get hit with as much anti-bank rhetoric as the other investment banks did. It has been beaten down becuase of the sector is it in but it is trading at very low levels right now, at .56 book value (compared to the 1.34 industry average) with an estimated 20% EPS growth rate and a PEG ratio of 1.33 (compared to the 1.83 industry average) , this looks like a buy on the valuation level. Plus when Facebook goes public really soon, MS should recieve a small bounce.

reasonable valuation, recent upgrade, anticipate will get FB lift.

over 20 period moving average on a monthly chart

Five banks write 97 percent of all credit-default swaps in the U.S. These 5 banks are: Bank of America (NYSE: BAC), JP Morgan Chase (NYSE: JPM), Citigroup (NYSE: C), Goldman Sachs (NYSE: GS), Morgan Stanley(NYSE: MS). This is the present system. Yes, I think that some of these are debatably insolvent. Yes, I think that there is rampant mortgage fraud. Yes, this recommendation flies in the face of trying to value businesses based on their terms of doing business. This is a bet that is driven by my belief that housing is bottoming. The economics of the situation and the global monetary authorities will not let these banks collapse into insolvency and thus, they do have an intrinsic valuation where larger, unnecessary risks actually do create shareholder value because they aren't REAL risks because they are backstopped by society.

http://beta.fool.com/bradford86/2012/02/07/bet-fraud-its-natural-component-global-banking-sys/1752/

Market over reacting

MS has a book value of $31 per share and only costs $15