Trys geriausios „Cramer“ banko akcijos 2023 m

A handful of bank stocks will do well next year if the Federal Reserve doesn’t push the U.S. economy into a sunki recesija – that’s according to the famed investor Jim Cramer.

Here are the top three bank stocks he recommends owning for 2023.

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Wells Fargo & Co (NYSE: WFC)

On Tuesday, we pranešė that Wells Fargo has agreed to a $3.70 billion settlement with the Consumer Financial Protection Bureau.

Now that the related overhang has been removed, Cramer expects this stock to be a “great turnaround story”.

He recommends owning shares of Wells Fargo at current levels – down more than 30% versus their year-to-high if you believe in the possibility that the Fed won’t overshoot in 2023.

Morgan Stanley (NYSE: MS)

Cramer dubs Morgan Stanley his top bank stock for the coming year, particularly because the inflation seems to be coming down. Last night on Mad Money, jis pasakė:

The more the Fed tones down inflation, the more I want to stick with a company that makes its best numbers when we get 4.0% unemployment and 4.0% inflation.

Lower valuation and a lucrative dividend yield makes it all the more attractive to buy Morgan Stanley stock, jis pridėjo.

Goldman Sachs Group Inc (NYSE: GS)

2022 was as bad as it gets for the initial public offerings and merger deals. Still, Goldman Sachs held its own – and it’ll only get better once IPOs and M&A picks up next year.

The multinational investment bank handily topped Street estimates in its recent financial quarter.

Praėjusią savaitę, CNBC ataskaita said Goldman Sachs planned on lowering its global headcount by 8.0% in January.