Financial Value
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average rating: 0.00 / 0 ratings
Created by Astronomer
DESCRIPTION:

Date updated:10-06-2008

Portfolio seeks to profit through strategic buying of financial stocks and ETFs.

symbol name last price % change open
  • +
  • GS
    Goldman Sachs Grp
  • $170.01
  • -1.63%
  • $171.40

Most respected bank on Wall Street. It has been hit hard by the financial crisis, however it has weathered more severe panics. Should benefit from wealthy clients and best investment bank in the world.

People owning GS also tend to own: AOBCOGOCRYPGELGLWGRMNMDRX

TheStreet.com Rating: C What is this?

  • +
  • MS
    Morgan Stanley
  • $32.10
  • -0.65%
  • $32.42

Second top bank in the world faces problems due to overall weakness in the market, however should gain in the coming months when the economy stabilizes.

People owning MS also tend to own: ACEBACCCBCOPCVXDIS

TheStreet.com Rating: No Rating What is this?

  • +
  • JPM
    Jp Morgan Chase C
  • $42.46
  • -0.21%
  • $42.47

Best bank with respect to government support. It was able to buyout Bear Sterns at a distressed price and has also recently acquired Washington Mutual, a Savings and Loan with strong geographical ties to Florida, a state JP Morgan was looking to expand towards.

People owning JPM also tend to own: AAAIGIBMINTCJNJKOMSFT

TheStreet.com Rating: B- What is this?

  • +
  • HBC
    Hsbc Hldgs Plc Ad
  • $60.91
  • -0.94%
  • $60.66

The largest bank in the world which has played a conservative approach towards risky investments and has benefited as a result. Although it has dropped in price this year, it has been strong due to its commercial banking and asset management divisions.

People owning HBC also tend to own: ACFBMYBRK-ABRK-BCNQDJCODUK

TheStreet.com Rating: No Rating What is this?

  • +
  • BAC
    Bk Of America Cp
  • $16.09
  • +0.06%
  • $16.03

Large commercial bank which acquired Countrywide Financial and Merrill Lynch within one year. It has now become an investment bank with a core commercial business. Although revenue will be down considerably in the coming quarters it will stand to benefit from its strategic acquisitions.

People owning BAC also tend to own: AAADPAVPBRK-BBUDCSCOCX

TheStreet.com Rating: C- What is this?

  • +
  • MTU
    Mitsubishi Ufj Fi
  • $5.31
  • +3.51%
  • $5.24

Japanese bank which is buying a twenty percent stake in the Morgan Stanley. It is also less exposed to financial troubles in the US because of its high capital requirements in Japan.

People owning MTU also tend to own: JCGKLVLTNWSPFESBUXSGP

TheStreet.com Rating: D What is this?

  • +
  • PGC
    Peapack-gladstone
  • $12.12
  • +1.76%
  • $12.12

Peapack Gladstone Bank located in New Jersey serves wealthy clients. This is considered a speculative stock pick even though it carries less risk than the larger banks.

People owning PGC also tend to own: ABAGOAMGFBRFIFGFIIGBL

TheStreet.com Rating: D+ What is this?

  • +
  • BCS
    Barclays Plc Adr
  • $20.27
  • -2.36%
  • $20.07

Barclays Capital recently bought distressed assets of Lehman Brothers and has become one the top banking institutions in the UK.

People owning BCS also tend to own: BAMCDMONYXSHLDAAUKAKZOY

TheStreet.com Rating: No Rating What is this?

 

Start Price

Return Value

Start Date

GS 128.00 +32.82% Oct 6th
MS 23.92 +34.20% Oct 6th
JPM 45.90 -7.49% Oct 6th
HBC 81.37 -25.14% Oct 6th
BAC 34.48 -53.34% Oct 6th
MTU 8.45 -37.16% Oct 6th
PGC 30.26 -59.95% Oct 6th
BCS 24.71 -17.97% Oct 6th

Average return:

-12.67%

Success rate:

25%

Hated Stocks:

OZM 9.40 +20.00% Oct 6th

Tracking Started: 10-06-2008

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