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Our team is based in Chicago and New York with experience at Google, The Wall Street Journal, Bear Stearns, Lehman Brothers, Tribune and WallStreetView. YCharts visualizes massive amounts of market information to identify companies with long-term competitive advantages and appropriate... More
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  • JPMorgan Trading Debacle Is Ugly, But Why Were You Looking At The Stock To Begin With?

    The dribbling out of the bad news surrounding derivative positions at JPMorgan ( JPM) has been disconcerting, but hardly surprising given the disclosure patterns that have characterized big banks and Wall Street for many years. Ever upbeat, finance executives often seem the last ones to spot the monster in the basement.

    But the real question about all you following this story is this: was JPMorgan worth considering in the first place. Sure, it might produce a nice bounce, given that it had been trading at a discount to Wells Fargo ( WFC) and U.S. Bancorp ( USB), the non-Wall Street banking giants, based on PE ratio.

    JPM PE Ratio Chart

    JPM PE Ratio data by YCharts

    But long-term, it's hard to see JPMorgan becoming a top performer. Its return on assets - among the best way to measure banking performance - has always been weak compared to Wells Fargo and U.S. Bancorp.

    JPM Return on Assets Chart

    JPM Return on Assets data by YCharts

    Blame the vagaries of the Wall Street trading business, less expert integration of its many acquisitions, or sheer size.

    JPM Total Assets Chart

    JPM Total Assets data by YCharts

    High performance is something that has to be baked into the culture of a company. Jamie Dimon, true, did a masterful job of steering JPMorgan clear of the worst of the financial crisis. But he doesn't have a Wells Fargo-record of steady incremental improvement and fierce and narrow focus.

    From the editors of YCharts.YCharts Pro Investor Service includes professional stock charts, stock ratings and portfolio strategies.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: JPM
    Jul 31 11:09 PM | Link | Comment!
  • Guess What's Been Cleared Up Now That Google's Joined The Tablet Wars?

    By YCharts Staff

    Google (GOOG) introduced its Nexus 7, the latest would-be Apple (AAPL) iPad killer. Its big debut came just days after Microsoft (MSFT) rolled out the Surface. It's unclear who will win this tablet war, but Google's entry has made one thing infinitely clear: Research In Motion's (RIMM) PlayBook is not a contender. Tablets are the future, and that means that unless the once-proud Blackberry maker has a surprise announcement up its sleeve for today's earnings call, the company's turnaround hopes are a thing of the past. It's expected to report its first quarterly operating loss in more than seven years. In that case, it could be time to take that company out to the recycling bin.

    (click to enlarge)AAPL Chart

    AAPL data by YCharts

    From the editors of YCharts.YCharts Pro Investor Service includes professional stock charts, stock ratings and portfolio strategies.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: long-ideas
    Jun 29 3:57 PM | Link | Comment!
  • YCharts Stock Watchlists Now Live / Reserve Your Username
    Since our Alpha launch in June, we have been growing rapidly and are approaching 50,000 users.  Users requested the ability to set up and personalize their watchlists on YCharts.  Today, we released this functionality.  You can set up your watchlist here. Once you set up your watchlist(s) it will appear on the upper left side of the front page.


    Customize Fundamental Metrics

    You can customize your watchlist to show any of the fundamental metrics that we track.  The real-time stream can also be set to show only news, tweets, videos of stocks that are in your watchlist.
     

    Add Stock to Watchlist from Quote Pages

    You will see a  logo next to all company names when you are on a quote page.  Use this to add a company that you are researching to a watchlist.  See below.

    Social Features (Public / Private Settings)

    When you register you have the option to make yours watchlist(s) public or private.  If you choose to leave it public other users will be able see the stocks in your watchlist by visiting http://ycharts.com/profiles/username.

    Our approach is to launch fast and iterate so expect a lot more functionality and social features over the next several months.  Feel free to post your ideas here.

    Jan 18 11:43 AM | Link | Comment!
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