Holdings  > Holding Rationales  > Goldman Sachs [GS]

Holding: GS

wianek [163]

Start tracking!

You are not tracking wianek.

This stock is also in wianek's Watchlist

Symbol Sector Return Exposure Trades Last Trade Status
GS Investment Services -4.90%  n/a 2  21-May-08  Prior Holding
<< Previous Post     Next Post >>

12-May-08

Goldman Sachs [GS]

Holding Rationale for GS.

This is the best financial services firm out there with the least exposure to subprime related securities. It's trading at vlautions in line with other investment banks and is still 25% below its 52wk high.

Plus, they consistently recruit the brightest talent available (quite a few of my friends work there) and I expect them to attract more business since they held up so well during the subprime fiasco.

Also, a low interest rate environment is a big positive for investment banks and once liquidity stabilizes a bit, GS should return to previous levels of profitablity.  

Tagged Stocks: C, GS, BSC, JEF, JPM, MS, EVR, LEHMQ, CS

 

Posted at 12:20 in Holding Rationales  |   Permalink  |   Comments ()     |  Top

AddThis Social Bookmark Button
 
 
 

Credibility in GS

wianek

GS Out
Rank 98/266
Return -4.90% at 2008-12-04
Rank 98/266
Trades 2
Followers 26
 

Categories

External Blog (3)

Holding Rationales (28)

Holding Tags

AAPL (8)

APP (3)

CRDN (1)

DCR (1)

EMR (3)

GRMN (2)

GS (2)

LDK (5)

LEHMQ (3)

LTM (5)

Other Stock Tags

BSC (1)

C (1)

CLUB (1)

CS (2)

DELL (2)

ESLR (1)

EVR (1)

FSLR (1)

GD (1)

GE (1)

HON (1)

HPQ (2)

JEF (1)

JPM (2)

LMT (1)

LULU (1)

MMM (1)

MS (2)

MSFT (1)

NOC (1)

RIMM (3)

RTN (1)

SON (1)

SPWRA (1)

STP (1)

TSO (1)

VLO (1)

 

Archives

Jul 2008 (4)

Jun 2008 (10)

May 2008 (17)