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Cheniere Energy, Inc. Message Board

margretbar2 2 posts  |  Last Activity: Dec 5, 2014 10:48 AM Member since: Jul 1, 2008
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    MS Cramer Adding to AA+ today

    by margretbar2 Dec 5, 2014 10:45 AM
    margretbar2 margretbar2 Dec 5, 2014 10:48 AM Flag

    Higher rates are a positive for financials,
    which have quietly outperformed this week. We are
    overweight with American Express (AXP:NYSE), SunTrust
    (STI:NYSE), Bank of America (BAC:NYSE), and AIG
    (AIG:NYSE). All of these are large positions for us and
    will remain so.

    We will add 800 shares of Morgan Stanley (MS:NYSE) at
    $37.39 to the mix. We'll write more in a separate note,
    but we like the transition that the company has undergone
    into more of a private wealth management company, with
    steadier earnings, stronger capital but still with below-
    trend ROE at 9%, which means there is still room for
    improvement and earnings power. In fact, we can get to
    $3/share in earnings power. Putting a reasonable (but
    below the market multiple) 15x multiple on those earnings
    gets us easily to mid-$40s.

    Regards,

    Jim Cramer, Stephanie Link, and TheStreet Research Team

    DISCLOSURE: At the time of publication, Action Alerts PLUS
    was long AXP, STI, BAC, AIG, MS.

    Sentiment: Strong Buy

  • MS- Cramer New buy in AA+......We will add 800 shares of Morgan Stanley (MS:NYSE) at
    $37.39 to the mix. We'll write more in a separate note,
    but we like the transition that the company has undergone
    into more of a private wealth management company, with
    steadier earnings, stronger capital but still with below-
    trend ROE at 9%, which means there is still room for
    improvement and earnings power. In fact, we can get to
    $3/share in earnings power. Putting a reasonable (but
    below the market multiple) 15x multiple on those earnings
    gets us easily to mid-$40s.

    Sentiment: Strong Buy

LNG
80.63+2.11(+2.69%)Feb 27 4:01 PMEST

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