Charles Schwab

  • Is it Time to Sell Brokerages in Favor of Fund Managers?

    By Rupert Hargreaves - August 5, 2013 | Tickers: BLK, SCHW, ETFC, IVZ

    An investor who bought one of the many discount brokerage stocks earlier this year would have seen handsome gains. Indeed, so far, Charles Schwab (NYSE: SCHW) and E*TRADE (NASDAQ: ETFC) are up 55% and 53%, respectively, beating the wider market by 35%. However, I believe that now it could be time to book some gains.

    You see, after these recent rallies, these brokerages are looking rather overbought and there more »

  • Losing Money? Get Out of Your Own Way

    By Jason Hall - July 31, 2013 | Tickers: BBY, SCHW, MSFT

    Study after study shows that most investors underperform the major indexes, failing to even match them; a lot just plain and simple lose money. The sad thing? You do it to yourself most of the time. 

    There are dozens of systems and methods that both purported and legitimate experts tout -- from penny-stock scams to legitimate, if overly complex and needlessly time-consuming valuation systems -- that still lead to market underperformance. Yet more »

  • Bet On These Brokerage Companies!

    By Vladimir Zernov - July 30, 2013 | Tickers: SCHW, ETFC, AMTD

    As the market continues to rise, investors jump in. If you are reading this article, you are interested in investing, right? Your interest and the interest of millions of other people paves the way for brokerage stocks to perform better. They have had a tremendous year. TD Ameritrade (NYSE: AMTD) and E*TRADE Financial (NASDAQ: ETFC) are up 60% and 66% respectively, while Charles Schwab (NYSE: SCHW) is up 54 more »

  • An Insider at This Brokerage Bought $250,000 Worth of Stock

    By Meena Krishnamsetty - July 26, 2013 | Tickers: SCHW, ETFC, AMTD

    A Form 4 filed with the SEC has disclosed that Charles Schwab (NYSE: SCHW) Board member Stephen Ellis directly purchased a little less than 12,000 shares of the company’s stock on July 18 at an average price of $21.45 per share. This brought Ellis’ total direct holdings of Charles Schwab to over 16,000 shares and therefore, represents a significant percentage increase in his exposure to the more »

  • Brave Warrior Capital’s Top Stock Picks

    By Meena Krishnamsetty - July 15, 2013 | Tickers: SCHW, ESRX, ORCL, VRX, VPRT

    We track quarterly 13F filings from hundreds of hedge funds, including Glenn Greenberg’s Brave Warrior Capital, using the results to help us develop investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year).

    The information from individual managers’ filings, even though it is a bit out of date by now (the more »

  • Profit From Rising Interest Rates by Investing in Discount Brokerages

    By John Park - July 12, 2013 | Tickers: SCHW, ETFC, AMTD

    With the Fed announcing in June that it may soon stop purchasing treasuries and mortgages as long as the U.S. economy continues improving, investors are bracing for the inevitable rise in interest rates that had remained depressed since 2008. While rising interest rates may hurt certain investment strategies such as going long treasuries, it can also provide opportunities for the savvy investor. I believe one particularly effective method of more »

  • Should You Invest in the Investment Bank Survivors?

    By Robert Hanley - July 2, 2013 | Tickers: SCHW, GS, MS | Editor's Choice

    The financial crisis irrevocably changed the investment banking landscape, leading to the demise of Lehman Brothers and the acquisition of Bear Stearns and Merrill Lynch by commercial banks. The two major survivors, Goldman Sachs (NYSE: GS) and Morgan Stanley (NYSE: MS), were able to maintain their independence thanks to federal liquidity programs and timely conversions to bank holding companies in 2008. However, the devil is in the details, as the more »

  • Is This Investment Brokerage Unstoppable?

    By Dan Moskowitz - June 28, 2013 | Tickers: SCHW, ETFC, AMTD

    TD Ameritrade (NYSE: AMTD) chairman, Joe Moglia, recently stated on CNBC that the market suffered a correction. Translation: it’s nothing to worry about. In his opinion, the pullback related to a spectacular run, not underlying fundamentals. Moglia also thinks that Ben Bernake’s announcement of backing off his $85-billion bond-buying program later in the year is a positive, because it indicates the economy is gaining strength.

    Of course, Moglia more »

  • Rising Rates Bode Well for These Firms

    By Nathaniel Matherson - June 26, 2013 | Tickers: AXP, SCHW, MSFT

    Over the last few weeks we have seen treasury rates rise from historic lows as the markets have attempted to price in the Federal Reserves policy actions. While its been no secret that quantitative easing would eventually begin its taper, apparently the market had not yet priced in the slowdown.

    <img alt="" src="http://media.ycharts.com/charts/e0f30558dd4e8601ee87897642c31742.png" />

    While in a historical context interest rates are at very lows levels, rates have picked up steam lately. The 10-year more »

  • Does Charles Schwab Offer Investors Safety?

    By Dan Moskowitz - June 20, 2013 | Tickers: SCHW, ETFC, AMTD

    Charles Schwab (NYSE: SCHW) has been a standout name in the investment brokerage industry for decades. Investors have liked the company because of its fiscal responsibility and quality management. Has Charles Schwab done enough to maintain this reputation? Is there a better option in the space?

    Important numbers

    Charles Schwab has consistently improved revenue over the past three years. Revenue also increased 8.50% last quarter on a year over more »

  • This Brokerage Seems a Bit Pricey

    By Matthew Frankel - June 20, 2013 | Tickers: SCHW, ETFC, AMTD

    Charles Schwab (NYSE: SCHW) is one of the largest U.S. brokerage firms, with almost 9 million client accounts and assets of almost $2 trillion. Schwab offers retail brokerage services, services to investment advisors, as well as retirement plan services and more. While new account growth is weaker than it has been in the past, client trading activity is on the rise (as happens during most bull markets), making this more »

  • Retail Is Back: Buy the Brokers?

    By Jordan Wathen - May 17, 2013 | Tickers: SCHW, AMTD

    The retail investor is back in the stock markets, buying stocks, dumping bonds, and generally becoming more active. This is usually a sign of a market top, as “mom and pop” traders tend to be late to the rally and early to a bust.

    Some companies make more money on rising asset prices and activity. Let's take a look at two different asset managers and brokerage firms:

    TD Ameritrade more »

  • This Mega Hedge Fund Is Bullish on These Stocks

    By Meena Krishnamsetty - April 30, 2013 | Tickers: BRK-B, SCHW, ORCL, TEL, WFC

    SQ Advisors has roughly $1.2 billion in its equity portfolio, which is heavily weighted with stocks from the financial and services sectors. Overseen by manager Lou Simpson, the fund has seen growth of a little more than one percent so far this quarter. It’s extremely important to pay attention to hedge fund sentiment because studies have shown that the smart money’s best small-cap picks can beat the more »

  • Sizing Up the Discount Brokers

    By Robert Hanley - April 23, 2013 | Tickers: SCHW, ETFC, AMTD

    The discount stockbrokers, led by Charles Schwab (NYSE: SCHW), TD Ameritrade (NYSE: AMTD), and E*Trade Financial (NASDAQ: ETFC), were some of the go-go stocks of the late 1990s, but much of their momentum has fizzled out over the past decade and a half.  The industry was one of the early winners of mass internet adoption, as individual investors could trade at the click of a button.  However, the tech more »

  • 3 Banks on the Road to Recovery

    By Damian Illia - April 22, 2013 | Tickers: SCHW, JPM, LAZ

    Investment banks are still struggling to get away from the financial crisis. As mentioned on a previous article, they generated good returns in 2012, but the US economic improvement is not creating the best business environment for them. The present regulatory issues and the lagging recovery of the US economy have been pressuring revenues.

    Let’s analyze three investment banks that are on the recovery track: Lazard (NYSE: LAZ), JP more »

  • The Fastest Growing Bank Isn't A Bank After All

    By Chad Henage - April 19, 2013 | Tickers: BBT, COF, SCHW, ETFC, AMTD | Editor's Choice

    Having worked for a bank for over 10 years, I follow quite a few financial stocks. There were two things that my years in banking taught me. First, change is constant. Second, you need to get to know your client, because if you don't, your competition will take them away. Bankers need to learn a new rule as well, competition doesn't just come in the form of a more »

  • The Fastest Growing Bank Isn't A Bank After All

    By Chad Henage - April 17, 2013 | Tickers: BBT, COF, SCHW, ETFC, AMTD

    Having worked for a bank for over 10 years, I follow quite a few financial stocks. There were two things that my years in banking taught me. First, change is constant. Second, you need to get to know your client, because if you don't, your competition will take them away. Bankers need to learn a new rule as well, competition doesn't just come in the form of a more »

  • Mega-Fund’s $1.2B Equity Portfolio Bullish On These Stocks

    By Meena Krishnamsetty - April 16, 2013 | Tickers: BRK-B, SCHW, ORCL, TEL, WFC

    SQ Advisors has roughly $1.2 billion in its equity portfolio, which is heavily weighted with stocks from the financial and services sectors. Overseen by manager Lou Simpson, the fund has seen growth of a little more than one percent so far this quarter.

    Numero uno

    Topping the list of stocks in the hedge fund is Berkshire Hathaway (NYSE: BRK-B). For the week of April 8th, the stock closed at more »

  • Apple, Facebook: Multi-Millionaire Betting Heavy

    By Meena Krishnamsetty - April 12, 2013 | Tickers: AAPL, SCHW, FB, GOOG, LBTYK

    The $2.7 billion Valiant Capital is heavily weighted with technology stocks, and given that fund manager Christopher Hansen is an alum of Blue Ridge Capital, we can see that he didn’t change the philosophy of Blue Ridge when he started his fund. This seems to be a winning strategy for Valiant, at least in its equity portfolio—according to 13F filings from the SEC. More than 45% of more »

  • Apple, Facebook: Multi-Millionaire Betting Heavy

    By Meena Krishnamsetty - April 12, 2013 | Tickers: AAPL, SCHW, FB, GOOG, LBTYK

    The $2.7 billion Valiant Capital is heavily weighted with technology stocks, and given that fund manager Christopher Hansen is an alum of Blue Ridge Capital, we can see that he didn’t change the philosophy of Blue Ridge when he started his fund. This seems to be a winning strategy for Valiant, at least in its equity portfolio—according to 13F filings from the SEC. More than 45% of more »

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