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Morgan Stanley (MS)                                                                        Price: $17.08

 Industry: Invest BKRS-MGRS
 Chaikin Power Gauge Report | Generated: Wed Aug 17 10:47 EDT 2011

   MS
   Morgan Stanley                  $17.08             Power Gauge Rating

                                                      MS - Neutral
                                                                                                         TM
                                                      The Chaikin Power Gauge Rating for MS is neutral and reflects average
                                                      financial metrics, weak earnings performance, neutral price/volume activity and
                                                      negative expert opinions.
   Financial Metrics

                                                      An appraisal of MS's financial metrics show a low price to book value.
   Earnings Performance
                                                      MS's earnings performance is weak as a result of a relatively poor trend in
   Price/Volume Activity
                                                      earnings this year.

   Expert Opinions




                                                      News Sentiment Rating
                                                      Neutral
   MS Morgan Stanley         August 16, 2011                                                 TM
                                                      Chaikin Sentiment Gauge for MS is neutral. Stories concerning MS have a
                                                      balanced or neutral sentiment.
   News Sentiment :Neutral




     Power Trend - 5 Year Chart




     The Power Gauge distills a 20 factor model into a concise picture of a stock's potential.                 High Potential     Neutral       Low Potential



I want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here                    www.chaikinpowertools.com
Financials & Earnings



    Financial Metrics
                                                                Financial Metrics Rating

    LT Debt/Equity Ratio
                                                                Neutral

    Price to Book Value                                         MS's financial metrics are neutral. The company may be undervalued and is
                                                                carrying too much long term debt.
    Return on Equity
                                                                The rank is based on a high long term debt to equity ratio, low price to book
                                                                value, low return on equity, high price to sales ratio and relatively high cash flow.
    Price to Sales Ratio



    Business Value




    Assets and Liabilities                                                    Valuation                                                   Returns


    Ratio                                                  TTM                Ratio                                      TTM              Ratio                                         TTM

    Current Ratio                                          0.84               Price/Book                                  0.40            Return on Invest                              1.3%

    LT Debt/Equity                                         3.45               Price/Sales                                 0.83            Return on Equity                              5.6%




    Earnings Performance
                                                                Earnings Performance Rating

    Earnings Growth
                                                                Bearish

    Earnings Surprise                                           MS's earnings performance has been weak. The company experienced relatively
                                                                poor earnings growth in the past 12 months and has an erratic 5 year earnings
                                                                trend.
    Earnings Trend

                                                                The rank is based on poor EPS growth over the past 3-5 years, better than
    Projected P/E Ratio                                         expected earnings in recent quarters, a relatively poor trend in earnings this year,
                                                                a relatively low projected P/E ratio and inconsistent earnings over the past 5
                                                                years.
    Earnings Consistency




   5 Year Revenue and Earnings Growth                                                                    EPS Estimates


                              12/06           12/07             12/08            12/09           12/10   Factor                       Actual EPS Prev        EST EPS Current          Change

   Revenue(M)              33,858.00       85,328.00      61,883.00         23,358.00        31,622.00   Quarterly EPS                         $-0.07                   $0.48          +0.55

   Rev % Growth              26.44%         152.02%         -27.48%           -62.25%          35.38%    Yearly EPS                               $2.64                 $1.26           -1.38

   EPS                        $7.38           $3.13             $1.54           $-0.76           $2.64   Factor                  Actual EPS Growth            Est EPS Growth          Change

   EPS % Growth              81.77%         -57.59%         -50.80%          -149.35%         447.37%    3-5 year EPS                         24.82%                   10.00%          -14.82




    EPS Surprise                                                                                         EPS Quarterly Results


                                Estimate               Actual           Difference       % Difference    FY                   Qtr 1            Qtr 2           Qtr 3        Qtr 4       Total

    Latest Qtr                    $-0.63               $-0.38               $0.25              39.68     12/09              $-0.57            $-1.10          $0.39         $0.29      $-0.99

    1 Qtr Ago                      $0.34               $0.46                $0.12              35.29     12/10               $1.07            $1.20          $-0.07         $0.42      $2.62

    2 Qtr Ago                      $0.35               $0.43                $0.08              22.86     12/11               $0.51            $-0.38               -            -           -

    3 Qtr Ago                      $0.19               $0.05               $-0.14              -73.68    Fiscal Year End Month is December.




 I want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here                                             www.chaikinpowertools.com
Price Trend & Expert Opinions

    Price/Volume Activity
                                                     Price/Volume Activity Rating

    Relative Strength vs Market                      Neutral

    Chaikin Money Flow
                                                     Price and volume activity for MS is neutral. MS is in an accelerating price trend
                                                     compared to 4 months ago and has underperformed the S&P 500 over 26 weeks.
    Price Trend
                                                     The rank for MS is based on its relative weakness versus the market, negative
    Price Trend ROC
                                                     Chaikin money flow, a negative Chaikin price trend, a positive Chaikin price trend
                                                     ROC and an increasing volume trend.
    Volume Trend




   Relative Strength vs S&P500 Index                                                          Chaikin Money Flow




   Chart shows whether MS is performing better or worse than the market.                       Chaikin Money Flow analyzes supply and demand for a company's stock.



    Price Activity                                               Price Activity                                           Volume Activity

    Factor                                         Value        Factor                                           Value   Factor                                         Value

    52 Week High                                   30.99        % Change Price - 4 Weeks                    -18.64%      Average Volume 20 Days                    31,816,330

    52 Week Low                                    16.45        % Change Price - 24 Weeks                   -40.77%      Average Volume 90 Days                    18,747,194

    % Change YTD Rel S&P 500                     -33.78%        % Change Price - 4 Wks Rel to S&P               -9.50%   Chaikin Money Flow Persistency                  23%

                                                                % Change Price - 24 Wks Rel to S&P          -35.13%




    Expert Opinions
                                                     Expert Opinions

    Earnings Estimate Revisions                      Bearish
    Short Interest                                   Expert opinions about MS are negative. Analysts are lowering their EPS
                                                     estimates for MS and MS has been under-performing the Invest BKRS-MGRS
    Insider Activity                                 industry over the past 13 weeks.
                                                     The rank for MS is based on analysts revising earnings estimates downward, a
    Analyst Opinions
                                                     low short interest ratio, insiders purchasing stock, pessimistic analyst opinions
                                                     and relative weakness of the stock versus the Invest BKRS-MGRS industry
    Relative Strength vs Industry
                                                     group.



    Earnings Estimate Revisions                                  Analyst Recommendations                                  EPS Estimates Revision Summary

                       Current      7 Days Ago % Change         Factor                                           Value                            Last Week    Last 4 Weeks

   Current Qtr           0.48             0.48    0.00%         Mean this Week                                     Buy                         Up     Down         Up   Down

   Next Qtr              0.56             0.57    -1.75%        Mean Last Week                                     Buy   Curr Qtr                 0       0         5       5

                                                                                                                         Curr Yr                  0       1        10       1
                       Current      30 Days Ago % Change        Change                                            0.00
                                                                                                                         Next Qtr                 0       1         6       4
   Current FY            1.26             1.07      0.19        Mean 5 Weeks Ago                                   Buy
                                                                                                                         Next Yr                  0       1         4       6


 I want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here                          www.chaikinpowertools.com
The Company & Its Competitors



   MS's Competitors in Invest BKRS-MGRS                                                                            News Headlines for MS

   Company     Power   Historic EPS   Projected EPS    Profit Margin       PEG           PE    Revenue(M)           Forest Labs plans to buy back $350M in stock -
               Gauge         growth           growth                                                                Aug 16, 2011
   MS                       24.82%          10.00%           9.93%          1.36       30.48        31,622          Forest Labs plans to buy back $350M in stock -
   INTL                    998.08%                 -         0.05%             -       13.76        46,940
                                                                                                                    Aug 16, 2011
                                                                                                                    News Corp. stock up after 4Q beat, buyback
   NMR                      46.97%          87.13%           3.08%          0.24       29.64        16,626
                                                                                                                    plan - Aug 11, 2011
   RJF                      14.49%          12.00%           8.37%          1.01       12.28         2,980          DealBook: Bowing to Citadel, E*Trade Hires
                                                                                                                    Goldman Sachs - Aug 8, 2011
   JEF                      18.36%          15.00%                 -        0.71           -         2,797
                                                                                                                    DealBook: Morgan Stanley C.E.O. Buys $2
   SCHW                     -0.34%          16.00%          15.78%          1.00       20.77         4,248
                                                                                                                    Million of Firm's Stock - Aug 4, 2011
   GS                        3.96%          11.33%          21.07%          0.89       11.48        39,161




      Company Details                                              Company Profile

      MORGAN STANLEY                                               MORGAN STANLEY is a preeminent global financial services firm that maintains leading
      1585 BROADWAY                                                market positions in each of its three primary businesses: securities; asset management;
      NEW YORK, NY 10036                                           and credit services. The company combines global strength in investment banking and
      USA                                                          institutional sales and trading with strength in providing full-service and on-line brokerage
      Phone: 212-761-4000                                          services, investment and global asset management services and, primarily through its
      Fax: 212-761-0086                                            Discover Card brand, quality consumer credit products.
      Website:
      http://http://www.morganstanley.co
      m
      Full Time Employees: 62,542
      Sector: Finance




  Power Gauge Ratings are created using a relative ranking system that assigns a rank of 0 to 100 (100 being the highest) to each stock in the universe. Rank is calculated
  by evaluating each of the stocks factors and combining them into a single number using a weighting formula. A stock's rank ranges from 100-0, where 100 is the
  strongest, and a rank of 95 indicates the stock is better than 95% of the stocks in the universe.

  Chaikin Stock Research(CSR) is not registered as a securities broker dealer or investment advisor with either the U.S. Securities and Exchange Commission or with any
  state securities regulatory authority. CSR is not responsible for trades executed by users of this research report, our web site or mobile app based on the information
  included herein. The information presented in this report does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an
  endorsement of any security or investment. The information in this report is generic by nature and is not personalized to the specific financial situation of any individual.
  The user bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional before making any investment
  decisions.

  Copyright (c) 1978-(Present) by ZACKS Investment Research, Inc ("ZACKS"). The information, data, analyses and opinions contained herein (1) includes the
  confidential and proprietary information of ZACKS, (2) may not be copied or redistributed, for any purpose, (3) does not constitute investment advice offered by
  ZACKS, (4) are provided solely for informational purposes, and (5) are not warranted or represented to be correct, complete, accurate or timely. ZACKS shall not be
  responsible for investment decisions, damages or other losses resulting from, or related to, use of this information, data, analyses or opinions. Past performance is no
  guarantee of future performance. ZACKS is not affiliated with Chaikin Power Tools.

  This report from Chaikin Power Tools is for informational purposes only and is not a recommendation to buy or sell securities.


                                                                                                                                                                     LM 2.3 DS 3.0 LS 2.1


 Data Provided by ZACKS Investment Research, Inc., www.zacks.com                     Special offers to trade stocks from optionsXpress: www.chaikinpowertools.com

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Stock Research Report for MS as of 8/17/11 - Chaikin Power Tools

  • 1. Morgan Stanley (MS) Price: $17.08 Industry: Invest BKRS-MGRS Chaikin Power Gauge Report | Generated: Wed Aug 17 10:47 EDT 2011 MS Morgan Stanley $17.08 Power Gauge Rating MS - Neutral TM The Chaikin Power Gauge Rating for MS is neutral and reflects average financial metrics, weak earnings performance, neutral price/volume activity and negative expert opinions. Financial Metrics An appraisal of MS's financial metrics show a low price to book value. Earnings Performance MS's earnings performance is weak as a result of a relatively poor trend in Price/Volume Activity earnings this year. Expert Opinions News Sentiment Rating Neutral MS Morgan Stanley August 16, 2011 TM Chaikin Sentiment Gauge for MS is neutral. Stories concerning MS have a balanced or neutral sentiment. News Sentiment :Neutral Power Trend - 5 Year Chart The Power Gauge distills a 20 factor model into a concise picture of a stock's potential. High Potential Neutral Low Potential I want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here www.chaikinpowertools.com
  • 2. Financials & Earnings Financial Metrics Financial Metrics Rating LT Debt/Equity Ratio Neutral Price to Book Value MS's financial metrics are neutral. The company may be undervalued and is carrying too much long term debt. Return on Equity The rank is based on a high long term debt to equity ratio, low price to book value, low return on equity, high price to sales ratio and relatively high cash flow. Price to Sales Ratio Business Value Assets and Liabilities Valuation Returns Ratio TTM Ratio TTM Ratio TTM Current Ratio 0.84 Price/Book 0.40 Return on Invest 1.3% LT Debt/Equity 3.45 Price/Sales 0.83 Return on Equity 5.6% Earnings Performance Earnings Performance Rating Earnings Growth Bearish Earnings Surprise MS's earnings performance has been weak. The company experienced relatively poor earnings growth in the past 12 months and has an erratic 5 year earnings trend. Earnings Trend The rank is based on poor EPS growth over the past 3-5 years, better than Projected P/E Ratio expected earnings in recent quarters, a relatively poor trend in earnings this year, a relatively low projected P/E ratio and inconsistent earnings over the past 5 years. Earnings Consistency 5 Year Revenue and Earnings Growth EPS Estimates 12/06 12/07 12/08 12/09 12/10 Factor Actual EPS Prev EST EPS Current Change Revenue(M) 33,858.00 85,328.00 61,883.00 23,358.00 31,622.00 Quarterly EPS $-0.07 $0.48 +0.55 Rev % Growth 26.44% 152.02% -27.48% -62.25% 35.38% Yearly EPS $2.64 $1.26 -1.38 EPS $7.38 $3.13 $1.54 $-0.76 $2.64 Factor Actual EPS Growth Est EPS Growth Change EPS % Growth 81.77% -57.59% -50.80% -149.35% 447.37% 3-5 year EPS 24.82% 10.00% -14.82 EPS Surprise EPS Quarterly Results Estimate Actual Difference % Difference FY Qtr 1 Qtr 2 Qtr 3 Qtr 4 Total Latest Qtr $-0.63 $-0.38 $0.25 39.68 12/09 $-0.57 $-1.10 $0.39 $0.29 $-0.99 1 Qtr Ago $0.34 $0.46 $0.12 35.29 12/10 $1.07 $1.20 $-0.07 $0.42 $2.62 2 Qtr Ago $0.35 $0.43 $0.08 22.86 12/11 $0.51 $-0.38 - - - 3 Qtr Ago $0.19 $0.05 $-0.14 -73.68 Fiscal Year End Month is December. I want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here www.chaikinpowertools.com
  • 3. Price Trend & Expert Opinions Price/Volume Activity Price/Volume Activity Rating Relative Strength vs Market Neutral Chaikin Money Flow Price and volume activity for MS is neutral. MS is in an accelerating price trend compared to 4 months ago and has underperformed the S&P 500 over 26 weeks. Price Trend The rank for MS is based on its relative weakness versus the market, negative Price Trend ROC Chaikin money flow, a negative Chaikin price trend, a positive Chaikin price trend ROC and an increasing volume trend. Volume Trend Relative Strength vs S&P500 Index Chaikin Money Flow Chart shows whether MS is performing better or worse than the market. Chaikin Money Flow analyzes supply and demand for a company's stock. Price Activity Price Activity Volume Activity Factor Value Factor Value Factor Value 52 Week High 30.99 % Change Price - 4 Weeks -18.64% Average Volume 20 Days 31,816,330 52 Week Low 16.45 % Change Price - 24 Weeks -40.77% Average Volume 90 Days 18,747,194 % Change YTD Rel S&P 500 -33.78% % Change Price - 4 Wks Rel to S&P -9.50% Chaikin Money Flow Persistency 23% % Change Price - 24 Wks Rel to S&P -35.13% Expert Opinions Expert Opinions Earnings Estimate Revisions Bearish Short Interest Expert opinions about MS are negative. Analysts are lowering their EPS estimates for MS and MS has been under-performing the Invest BKRS-MGRS Insider Activity industry over the past 13 weeks. The rank for MS is based on analysts revising earnings estimates downward, a Analyst Opinions low short interest ratio, insiders purchasing stock, pessimistic analyst opinions and relative weakness of the stock versus the Invest BKRS-MGRS industry Relative Strength vs Industry group. Earnings Estimate Revisions Analyst Recommendations EPS Estimates Revision Summary Current 7 Days Ago % Change Factor Value Last Week Last 4 Weeks Current Qtr 0.48 0.48 0.00% Mean this Week Buy Up Down Up Down Next Qtr 0.56 0.57 -1.75% Mean Last Week Buy Curr Qtr 0 0 5 5 Curr Yr 0 1 10 1 Current 30 Days Ago % Change Change 0.00 Next Qtr 0 1 6 4 Current FY 1.26 1.07 0.19 Mean 5 Weeks Ago Buy Next Yr 0 1 4 6 I want to receive special offers about trading stocks with your brokerage partner, optionsXpress. Click here www.chaikinpowertools.com
  • 4. The Company & Its Competitors MS's Competitors in Invest BKRS-MGRS News Headlines for MS Company Power Historic EPS Projected EPS Profit Margin PEG PE Revenue(M) Forest Labs plans to buy back $350M in stock - Gauge growth growth Aug 16, 2011 MS 24.82% 10.00% 9.93% 1.36 30.48 31,622 Forest Labs plans to buy back $350M in stock - INTL 998.08% - 0.05% - 13.76 46,940 Aug 16, 2011 News Corp. stock up after 4Q beat, buyback NMR 46.97% 87.13% 3.08% 0.24 29.64 16,626 plan - Aug 11, 2011 RJF 14.49% 12.00% 8.37% 1.01 12.28 2,980 DealBook: Bowing to Citadel, E*Trade Hires Goldman Sachs - Aug 8, 2011 JEF 18.36% 15.00% - 0.71 - 2,797 DealBook: Morgan Stanley C.E.O. Buys $2 SCHW -0.34% 16.00% 15.78% 1.00 20.77 4,248 Million of Firm's Stock - Aug 4, 2011 GS 3.96% 11.33% 21.07% 0.89 11.48 39,161 Company Details Company Profile MORGAN STANLEY MORGAN STANLEY is a preeminent global financial services firm that maintains leading 1585 BROADWAY market positions in each of its three primary businesses: securities; asset management; NEW YORK, NY 10036 and credit services. The company combines global strength in investment banking and USA institutional sales and trading with strength in providing full-service and on-line brokerage Phone: 212-761-4000 services, investment and global asset management services and, primarily through its Fax: 212-761-0086 Discover Card brand, quality consumer credit products. Website: http://http://www.morganstanley.co m Full Time Employees: 62,542 Sector: Finance Power Gauge Ratings are created using a relative ranking system that assigns a rank of 0 to 100 (100 being the highest) to each stock in the universe. Rank is calculated by evaluating each of the stocks factors and combining them into a single number using a weighting formula. A stock's rank ranges from 100-0, where 100 is the strongest, and a rank of 95 indicates the stock is better than 95% of the stocks in the universe. Chaikin Stock Research(CSR) is not registered as a securities broker dealer or investment advisor with either the U.S. Securities and Exchange Commission or with any state securities regulatory authority. CSR is not responsible for trades executed by users of this research report, our web site or mobile app based on the information included herein. The information presented in this report does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information in this report is generic by nature and is not personalized to the specific financial situation of any individual. The user bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional before making any investment decisions. Copyright (c) 1978-(Present) by ZACKS Investment Research, Inc ("ZACKS"). The information, data, analyses and opinions contained herein (1) includes the confidential and proprietary information of ZACKS, (2) may not be copied or redistributed, for any purpose, (3) does not constitute investment advice offered by ZACKS, (4) are provided solely for informational purposes, and (5) are not warranted or represented to be correct, complete, accurate or timely. ZACKS shall not be responsible for investment decisions, damages or other losses resulting from, or related to, use of this information, data, analyses or opinions. Past performance is no guarantee of future performance. ZACKS is not affiliated with Chaikin Power Tools. This report from Chaikin Power Tools is for informational purposes only and is not a recommendation to buy or sell securities. LM 2.3 DS 3.0 LS 2.1 Data Provided by ZACKS Investment Research, Inc., www.zacks.com Special offers to trade stocks from optionsXpress: www.chaikinpowertools.com