Top 10 Finance Stocks To Watch in 2021

Opinion about MA-N: The world of business is just fine. Fears of stablecoin, but company has gone ahead and allowed those payments on its credit cards.

Opinion about C-N: Doesn't mind trimming a bit here. Likes the story longer term, especially US banks. If he's correct, financials should do well until late 2027 or first half of 2028. Market's extended, plus expects some sort of negative catalyst in the next couple of weeks. Wouldn't be surprised by a pullback. Big support…

Opinion about MS-N: He bought it. The debt-to-equity ratio is a little better than GS, so he prefers MS. Owns both.

Opinion about TD-T: The Canadian bank charts look similar. TD has seen a nice bounce since April, despite being the bank with the most problems and cannot grow in the US. A rising tide lifts all boats/banks. He got rid of it to buy BMO, which is a much-better run bank, maybe a little too…

Opinion about V-N: Though he's not a fundamental analyst, he can offer a small insight into the credit industry. There's been a lot of talk that's there's probably going to be some reason for the Fed to ease, and that's because the economy is probably slowing down. Purchases will be down, so Visa and the…

Opinion about BNS-T: Really likes new management. Changes are finally being reflected in the price. Most diversified of the Big 6. Now has foothold in US market via KEY to promote further growth. International appeal. Capital ratio went up, which is great. More growth and appreciation ahead. Nice dividend yield.

Opinion about IFC-T: Impressive management. The entire space is subject to the unpredictability of catastrophic losses. But this company has done great, able to manage all the risks. Post-pandemic inflationary environment helped (replacement costs went up, so premiums did too). Recent results were fine, but stock dropped. Could have just exhausted itself for now. May have…

Opinion about RY-T: Will there be a stock split? A done deal. Stocks tend to split above $100, though a stock is meaningless. It's rate to see a bank rise 6% in one day after reporting monstrous earnings growth. RY has been dominant a long time. The PE remains attractived.

Opinion about CM-T: The chart shows a V-shaped recovery since April's tariff worries. In Canada, interest rates have been cut aggressively, so the Canadian banks have skated through. Wealth management divisions are strong. Loan loss provisions are down. NA and RY are the best, but CM and BMO are reporting much better earnings, which catches…

Opinion about BAC-N: The only big bank that missed on the top line, due to a net interest income line miss. They maintained their full-year net interest income forecast. Falling short were markets and banking segments. Shares fell today.