Own Morgan Stanley for Discover
Morgan Stanley should not only benefit from private equity and all the M&A activity, but I believe those who invest in MS, will be rewarded when the company spins off its Discover Card business. It is a good way to get in on the Discover card stock the moment it is made public. Considering how well American Express and Mastercard have done, it should be no suprise that Discover will do quite well too.
– Faisal Laljee
Full Disclosure: I do not own any MS but my position can change anytime without notice.
