Charles Schwab
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Charles Schwab and All Its Pretty Numbers
By Dan Moskowitz - June 19, 2013 | Tickers: SCHW, ETFC, AMTD
The Charles Schwab Company (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 more »
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This Brokerage Seems a Bit Pricey
By Matthew Frankel - June 19, 2013 | Tickers: SCHW, ETFC, AMTD
Charles Schwab (NYSE: SCHW) is one of the largest U.S. brokerage firms, with almost 9 million client accounts with 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 »
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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 »
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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 »
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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 »
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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 »
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The Fastest Growing Bank Isn't A Bank After All
By Chad Henage - April 19, 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 »
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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 »
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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 »
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Apple, Facebook: Multi-Millionaire Betting Heavy
By Meena Krishnamsetty - April 12, 2013 | Tickers: AAPL, SCHW, FB, GOOG, LBTYA
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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Apple, Facebook: Multi-Millionaire Betting Heavy
By Meena Krishnamsetty - April 12, 2013 | Tickers: AAPL, SCHW, FB, GOOG, LBTYA
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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Apple, Facebook: Multi-Millionaire Betting Heavy
By Meena Krishnamsetty - April 7, 2013 | Tickers: AAPL, SCHW, FB, GOOG, LBTYA
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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Which Brokerage Is The Best Investment?
By Marshall Hargrave - March 20, 2013 | Tickers: SCHW, ETFC, IBKR, AMTD
Editor's Note: The previous version referred to Fidelity National Informational Services as Fidelity Brokerage. They are not the same, this version has been corrected. -
The Best of Breed Brokerage Company
By Joseph Solitro - March 20, 2013 | Tickers: SCHW, ETFC, AMTD
Editor's Note: Per a Schwab PR rep and the corporate website, they actually do have introductory offers for new clients. This version has been corrected.
As the market continues to gain strength, more people are beginning to enter the investing world. With financial advisors, hedge fund managers, and other professionals being less trusted than ever, people want to invest on their own. In doing so, chances are they will more »
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Rising Interest Rates Will Lift This Stock
By Ted Cooper - March 18, 2013 | Tickers: SCHW, TROW, AMTD
Interest rates have nowhere to go but up, but the market is pricing securities as though rates will stay at historic lows forever. This presents investors with an opportunity to buy stocks getting hammered by the low interest rates at a bargain price.
When buying a company with the intention of holding onto it for many years, investors should always normalize the financials. In other words, a company earning a more »
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This Company Might Be Planning Something Big
By Chad Henage - March 15, 2013 | Tickers: BAC, COF, SCHW, CSTR, EBAY
A recent article from PCMag caught my eye because of the ramifications it could have for the banking industry. Having worked in the industry for over 10 years, I can tell you first hand, the only constant in banking is change. eBay (NASDAQ: EBAY) just struck an alliance that suggests the company has bigger plans for its PayPal unit than the market might realize. In fact, if the company were more »
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This Brokerage Is Cheap But Risky
By Matthew Frankel - March 14, 2013 | Tickers: SCHW, ETFC, AMTD
When it comes to online brokers, the top six firms hold nearly $4 trillion in client accounts. Of those that are publicly traded, there is one that has severely underperformed the others due to its poor banking practices. I’m talking about E-Trade Financial (NASDAQ: ETFC), which was named Kiplinger’s best online brokerage of 2012. With the constant praise that the brokerage division receives, is this one worth a more »
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Should You Buy WisdomTree's Shares Or Its ETFs?
By Mark Lin - March 12, 2013 | Tickers: SCHW, TROW, AMTD, WDR, WETF
WisdomTree Investments (NASDAQ: WETF) is a New York-based exchange-traded fund (ETF) sponsor and asset manager and the only publicly-traded asset management company that focuses exclusively on ETFs. As of Mar. 7, 2013, WisdomTree was among the top ten largest ETF sponsors in the United States with approximately $23.7 billion in
ETF assets under management (AUM).Moats That Matter
WisdomTree has the ability to create certain indexes and related ETFs more »
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How New Fiduciary Standard Rules Affect the Discount Broker Sector
By Kyle Colona - March 8, 2013 | Tickers: SCHW, ETFC, AMTD
This article will focus on new federal regulations that are set to be rolled out in 2013 regarding “fiduciary standards” for a variety of financial service providers including discount brokers.
While the politicos inside the Capitol Beltway were playing chicken with sequestration, vast regulations that the Obama Administration has on the line will affect broad sectors of the economy. In fact, some observers contend that the regulations could compound the more »
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Two of Lou Simpson's Profitable and Growing Stocks
By Anh HOANG - February 25, 2013 | Tickers: APKT, SCHW, ORCL
Lou Simpson had a quite successful investing career with GEICO Insurance, where he managed to deliver a 20% annual return for around 30 years. In the fourth quarter of 2012, his fund, SQ Advisor, has increased its positions in Oracle (NASDAQ: ORCL) and Charles Schwab (NYSE: SCHW). With those purchases, both Oracle and Charles Schwab have become two of Lou Simpson’s top five holdings.
A Profitable Technology Giant
Simpson more »
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