Category Archives for "JP Morgan Chase (JPM)"

JP Morgan, Morgan Stanley, & Wells Fargo Capital Return Plans

One of our themes for investing in JP Morgan Chase (JPM), Wells Fargo (WFC), and Morgan Stanley (MS) is increased returns of capital to shareholders. We believed that all three had more than enough capital to pass the Federal Reserve’s stress tests and return a large portion of their excess capital back to shareholders. Yesterday all […]

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Morgan Stanley & JP Morgan Expected To Boost Capital Return

One of the reasons we invested in JP Morgan Chase (JPM) and Morgan Stanley (MS) is our belief that they are over capitalized. Their excess capital will eventually be returned to shareholders through buybacks and dividend increases as they continue to pass the Federal Reserve’s Comprehensive Capital and Analysis and Review (CCAR). Goldman Sachs via […]

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Putnam Equity Income Fund Manager’s Take on Philip Morris & JP Morgan Chase

Another managers view on portfolio holding Philip Morris (PM). From Barron’s. Q: You own Philip Morris International ( PM ) and you’ve added to that position recently. What do you like about the company? It has lagged in the past few years. A: It has been out of favor, largely because of foreign exchange. Philip […]

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