Сигналы
5
#371
Альфа-оценка 67.7
Erica Najarian
Аналитик финансового сектора, UBS
Винрейт
100.0%
доходность
+11.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
08 июн
$54.06
+19.9%
JPMorgan and Bank of America are underappreciated relative to Goldman Sachs and Morgan Stanley because they have large consumer credit portfolios, which makes them less pure capital markets plays, but they offer a cheaper way to participate in the capital markets renaissance.
Банки
Лонг
14 мая
$195.35
+11.5%
Big banks like Goldman Sachs and Morgan Stanley are more attractive than regional banks because their transaction-based business models are less exposed to consumer weakness and deposit costs, while capital markets activity remains robust. Higher rates and inflation favor them, and consumer concerns may be overblown.
Рынки капитала
Лонг
13 июл
$87.15
+2.2%
Wells Fargo is an under-the-radar, inexpensive bank that could experience a short squeeze if it hits or reiterates its net interest income target, as low expectations and lack of attention create asymmetric upside.
Банки
Лонг
08 июн
$312.44
+17.0%
JPMorgan and Bank of America are underappreciated relative to Goldman Sachs and Morgan Stanley because they have large consumer credit portfolios, which makes them less pure capital markets plays, but they offer a cheaper way to participate in the capital markets renaissance.
Банки
Лонг
14 мая
$971.62
+6.8%
Big banks like Goldman Sachs and Morgan Stanley are more attractive than regional banks because their transaction-based business models are less exposed to consumer weakness and deposit costs, while capital markets activity remains robust. Higher rates and inflation favor them, and consumer concerns may be overblown.
Рынки капитала
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У Erica Najarian на Buzzberg отслеживается 5 торговых идей по 5 тикерам с мая 2026. #371 в рейтинге Buzzberg Alpha. Чаще всего покрывает: BAC, MS, JPM.
