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Vecchio 28-06-12, 15:00   #71 (permalink)
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June 26, 2012
Goldman Sachs just added JP Morgan (JPM) to its Conviction Buy list. ..... , the firm cited JPM's near term earnings and returns visibility and a favorable risk/reward investing scenario. It also put a short term price target of $42 a share on the stock. I think this is just the latest step in JPM's rehabilitation after its recent infamous trading loss and the shares offer good long term value here.

6 reasons JPM is a bargain at under $36 a share:

The company has one of the best balance sheets among the major banks (A rated at S&P) and sells at just 74% of book value.
The stock yields 3.3%, which could move substantially higher over the next five years as the economy eventually recovers and the housing market improves.
The 29 analysts that cover the stock have a median price target of $47 a share on JPM. Credit Suisse has an "outperform" rating and a $50 price target on the stock.
The stock is selling at the bottom of its five year valuation range based on P/E, P/B and P/CF.
JPM also sells at less than 7 times forward earnings, a discount to its five year average (11.9).
Jamie Dimon's recent testimony provided another example of why he is thought of as one of best managers in the industry and helped diffuse the turmoil around its recent trading loss. The bank could also be one of the biggest beneficiaries by a change of administration in November (A roughly 50/50 proposition).
...

Why JPMorgan Deserves To Be On Goldman Sachs' Conviction Buy List - Seeking Alpha

GS ci prende sempre, quando dice buy intende sell
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Vecchio 29-06-12, 23:09   #72 (permalink)
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Se le comunicazioni del 2°Q riporteranno una perdita di 7-9B$, forse questi risultati si rifletteranno sul 3° e sul 4°. Nella seconda decade si luglio, comunicati i risultati, vi dirò il motivo.

Se confermato, il titolo puo' scendere a 15-16$
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Vecchio 12-07-12, 09:17   #73 (permalink)
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JP Morgan si rivale sui manager

In un caso più unico che raro, la JP Morgan ha deciso di farsi restituire il bonus e la liquidazione dai manager responsabili dello scandalo dei derivati esploso lo scorso maggio, uno scandalo che ha gravemente danneggiato la reputazione della banca newyorchese e che finirà per costarle almeno 5 miliardi di dollari di perdite.

Frutto della riforma finanziaria Frank-Dodd, questo è il primo grosso caso dallo scoppio della crisi finanziaria in cui un istituto chiede un sacrificio monetario a un dipendente colpevole non solo in caso di frode o di altro reato penale, ma anche nel caso «abbia causato danni materiali alla società o non abbia identificato e valutato appropriatamente il grado di rischio degli investimenti».

Sarà soprattutto Ina Drew, responsabile della ormai notoria divisione Chief Investment Office (Cio), a dover restituire la somma maggiore, 7,5 milioni in azioni ricevute nel 2011 più 14,7 milioni di dollari di liquidazione ricevuta dopo le sue dimissioni forzate. Restituzioni sono attese anche dalla "balena di Londra" Bruno Iksil, artefice di colossali speculazioni su indici di credito aziendale, e dai suoi diretti superiori Achilles Macris e Javier Martin-Artajo.

Non verrà toccato invece il compenso dell'amministratore delegato Jamie Dimon, un dettaglio che ha sollevato critiche a Wall Street anche da parte di Sheila Bair, l'ex responsabile della Federal Deposit Insurance Corporation, l'agenzia federale che assicura i depositi bancari. «Dimon prendeva decisioni o come minimo era al corrente delle decisioni prese dai suoi manager – ha detto ieri la Bair –. Forse non era stato informato come avrebbe dovuto. In ogni caso quando una banca fa una scommessa sbagliata e perde soldi, non credo che il suo ad meriti un bonus». Interpellato sulla questione, Dimon ha sottolineato che spetterà al consiglio di amministrazione decidere l'entità del suo compenso.
Il cda sta intanto completando l'atteso rapporto sulle cause dell'eclatante scandalo di maggio. Un assaggio del suo contenuto arriverà venerdì in occasione della presentazione del bilancio del secondo trimestre, in cui secondo le previsioni la JP Morgan avrebbe contabilizzato in perdita 5 miliardi di dollari generati dalle avventate operazioni del Cio.
Sempre secondo le proiezioni della banca, le perdite future saranno contenute al di sotto di un miliardo di dollari e potrebbero potenzialmente trasformarsi in profitti se le condizioni di mercato dovessero mutare in favore della società.

Toccherà allo stesso Jamie Dimon offrire i primi dettagli su quale tipo di investimenti abbiano causato perdite multimiliardarie proprio all'interno del Chief Investment Office, una piccola divisione incaricata di investire il contante in esubero, ovvero la porzione di depositi non erogati in forma di prestiti.
Nel corso dell'incontro con gli analisti, Dimon potrebbe dare dettagli non solo sugli errori commessi dai traders, ma anche sulla mancanza di sufficienti controlli interni relativamente al grado di rischio delle operazioni speculative.

La sospetta assenza di sufficienti controlli interni è stata al centro dell'inchiesta parlamentare sulla JP Morgan culminata con la testimonianza dello stesso Jamie Dimon lo scorso giugno. Nel frattempo ben otto agenzie governative hanno avviato inchieste sull'eclatante scandalo; la Securities and Exchange Commission in particolare sta accertando se la banca abbia deliberatamente fuorviato gli investitori quando decise lo scorso aprile di non informarli dell'entrata in vigore di un nuovo sistema di gestione delle compravendite.
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Vecchio 13-07-12, 16:21   #74 (permalink)
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July 13, 2012, 10:11 A.M. ET
By Avi Salzman

Large bank stocks rose in early trading, springing off of results from JPMorgan Chase (JPM) and Wells Fargo (WFC). As usual, the results were “noisy” — full of one-time items that can obscure core earnings. JP Morgan’s trading losses in its CIO unit, and a “debt valuation adjustment” muddled the numbers. Evercore analyst Andrew Marquardt characterized the quarter as a miss at 73 cents per share against consensus estimates of 75 cents. S&P Capital IQ’s Howard Silverblatt also saw a miss, calculating JPM’s core EPS at 67 cents. Our initial read was that the company beat estimates.

But bank investors may be looking at other aspects of JPM’s report: investment banking results rose 14% from the first quarter, although they fell 7% year-over-year. Retail services earnings rose 29% quarter over quarter and were about six times larger than last year’s results.

Wells Fargo booked $1.8 billion in credit loss provisions, another variable item that doesn’t necessarily correlate with underlying results. Overall, the company posted 82 cents of EPS, a penny ahead of expectations. The company originated $131 billion in mortgages, up from $129 billion the year before, the Journal noted. Charge-offs also fell.

JPM jumped 4% and Wells Fargo was up 1.8% early after falling slightly in pre-market action. Goldman Sachs (GS) rose 3%, Bank of America (BAC) was up 2.5% and Citigroup (C) rose 2.9%.

Big Banks Pop at Open; Investors See Good News in ‘Noisy’ JPM, WFC Results - Stocks To Watch Today - Barrons.com

Poco fa JPM era a $ 35.42 (+ 4.05%)
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Vecchio 13-07-12, 16:30   #75 (permalink)
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Jul 13, 2012 2:39 PM GMT+0200

Warren Buffett, the billionaire chairman of Berkshire Hathaway Inc. (BRK/A), said JPMorgan Chase & Co. (JPM)’s reputation is intact as far as he’s concerned, after the bank posted a trading loss on credit derivatives.
“I’ve had enough mistakes of my own that I’m very forgiving when something like that happens,” Buffett said today on Bloomberg Television’s “In the Loop With Betty Liu” program in an interview from the Allen & Co. media conference in Sun Valley, Idaho.

JPMorgan, the biggest U.S. bank, said today it’s closing the group that traded so-called synthetic credit at the chief investment office, after a $4.4 billion trading loss at the unit in the second quarter. The company also restated first-quarter results after finding a “material weakness” in its reporting and said in a regulatory filing that employees may have sought to hide losses.
Buffett, who has a personal stake of about 1 million JPMorgan shares, was asked by Liu if the blunder would hurt the reputation of the New York-based bank. “Not with me,” he said.
“If you do big things, you’re going to get big swings” in earnings, Buffett said.
The billionaire, whose company is the biggest investor in American Express Co. (AXP), said JPMorgan’s loss is small compared to the damage from a fraud at the credit-card lender in the 1960s.
The problem at American Express “was far greater than this, relatively,” Buffett said, adding that he prospered from the rebound of the company.

Asked if he had advice for JPMorgan Chief Executive Officer Jamie Dimon, Buffett said “Keep your head down.”
“You’ve got a fantastic institution and you’re making money every day,” Buffett said. “You’re going to run into something like this, and you hope you don’t run into it too many times in your career.”
.....

Buffett Says JPMorgan Reputation Intact for Him After Loss - Bloomberg


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Vecchio 14-07-12, 01:14   #76 (permalink)
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July 13, 2012 10:27 AM EDT

Wells Fargo maintains an 'Outperform' on JPMorgan (NYSE: JPM).

Analyst, Matthew H. Burnell, said, "JPM reported GAAP EPS of $1.21, ahead of our $0.83 estimate and essentially inline with the downwardly revised $1.19 level in Q1 despite $4.4B of CIO losses (vs. our $3.5B estimate)...We peg ''core'' EPS at $0.82, ahead of our $0.74 estimate due to better-than-feared core trading results. Overall, we consider the quarter relatively stronger than expected (core ROTCE of 10%) due to solid underlying business performance, which should support JPM shares."

Burnell also noted that $30B of the remaining synthetic credit positions have been transferred to the IB, so additional CIO losses now appear unlikely. Extreme simulated scenarios indicate potential remaining loss between $800M to $1.6B.
...

StreetInsider.com - Wells Fargo Maintains an 'Outperform' on JPMorgan (JPM); Q2 Review: Overcoming CIO Losses with Provision Leverage
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Vecchio 28-10-12, 19:56   #77 (permalink)
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Originalmente inviato da Nori Visualizza messaggio
GS ci prende sempre, quando dice buy intende sell
Non sembra: il loro target di $42 è stato poi raggiunto.
Era giusto il consiglio di GS di acquistare JPM quando era a $35 $36 circa
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Vecchio 31-10-12, 11:17   #78 (permalink)
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Jp Morgan quotazione

Ciao a tutti.
Dovrei analizzare la quotazione di Jp Morgan.
Mi serve all'interno di un progetto di analisi generale della banca.
MI serve sapere info di apertura tipo da quando è quotata ecc..
Come posso commentare lo storico grafico connettenodolo ad andamenti macro\micro economici?



linkate pure tutto quello che pensate necessario!
grazie in anticipo di tutte le dritte

Ultima modifica di xscaio : 31-10-12 alle ore 11:21
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Vecchio 01-11-12, 00:45   #79 (permalink)
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Guarda se qui puoi trovare qualcosa che ti serve dal 2007

http://www.finanzaonline.com/forum/w...-nyse-jpm.html

Buon lavoro
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Vecchio 02-11-12, 20:53   #80 (permalink)
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Originalmente inviato da claudiano 2.0 Visualizza messaggio
Guarda se qui puoi trovare qualcosa che ti serve dal 2007

http://www.finanzaonline.com/forum/w...-nyse-jpm.html

Buon lavoro
Ty!
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