MS

Macrae Sykes 5.0 4 ideas

Co-founder, CoinDesk
Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
MS LONG $191.00 Apr 15
GS LONG $903.07 Apr 15
JPM LONG $304.48 Apr 15
BAC LONG $54.05 Apr 15
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4 ideas
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BAC 1 ideas
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JPM 1 ideas
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GS 1 ideas
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MS 1 ideas
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▶ YouTube Gabelli Funds' Macrae Sykes explains why he sees 'good value' in Bank of America
Prefer large banks due to capital markets cycle.
Prefers large, well-capitalized banks with diversified revenue bases due to the mega capital cycle in M&A and IPO issuance, which is driving peak earnings later this year and next year, benefiting investment banking-centric firms.
MS GS JPM HIGH CNBC Apr 15, 12:48
Macrae Sykes
Co-founder, CoinDesk
▶ YouTube Gabelli Funds' Macrae Sykes explains why he sees 'good value' in Bank of America
Bank of America has good value and strong earnings.
Bank of America has strong earnings growth (up 25% 16% vs 14% last year), is building confidence with its institutional securities and investment banking franchise, and offers good value.
BAC HIGH CNBC Apr 15, 12:48
Macrae Sykes
Co-founder, CoinDesk
Macrae Sykes (Co-founder, CoinDesk) | 4 trade ideas tracked | BAC, JPM, GS, MS | YouTube | Buzzberg