Charles Schwab Corp (SCHW-N) Stock Predictions - Stockchase
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Charles Schwab Corp (SCHW-N)

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Charles Schwab Corp

SCHW-N

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Charles Schwab Corp (SCHW-N) SAVE Feb, 22, 2019, 8:09 pm

46.17 0.45 (0.98%)

About Charles Schwab Corp (SCHW-N)

The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States and is ... More at Wikipedia

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PAST TOP PICK
Charles Schwab Corp(SCHW-N) 

February 7, 2019

(A Top Pick Jan 31/18, Down 14%) Even if you look at a turn in rates, themes have an interruption. This one was 2-4 months long. We had that last fall. He would buy it here, or IAI-N. It is a great entry point.
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(A Top Pick Jan 31/18, Down 14%) Even if you look at a turn in rates, themes have an interruption. This one was 2-4 months long. We had that last fall. He would buy it here, or IAI-N. It is a great entry point.
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David Burrows

President , Barometer Capital Ma...

Price Price
$45.180
Owned Owned
No

BUY on WEAKNESS

He likes the financial sector and thinks this company is overvalued; his model price is $37.77.  As interest rates move up earnings should be improving, but he feels the value is running ahead of itself right now.  He would buy on weakness. 

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He likes the financial sector and thinks this company is overvalued; his model price is $37.77.  As interest rates move up earnings should be improving, but he feels the value is running ahead of itself right now.  He would buy on weakness. 

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$55.940
Owned Owned
No

TOP PICK

He likes the financial sector.  This company has used technology to make the customer experience better.  Over 40% of their earnings come from simple net interest margins on deposits.  Asset management fees account for another 40% and it grew by 56% per year.  This company is able to drop prices, but still increase earnings.  Yield 0.7%. (Analysts’ price target is $60.78 )

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He likes the financial sector.  This company has used technology to make the customer experience better.  Over 40% of their earnings come from simple net interest margins on deposits.  Asset management fees account for another 40% and it grew by 56% per year.  This company is able to drop prices, but still increase earnings.  Yield 0.7%. (Analysts’ price target is $60.78 )

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David Burrows

President , Barometer Capital Ma...

Price Price
$55.430
Owned Owned
Yes

TOP PICK
Charles Schwab Corp(SCHW-N) 

January 31, 2018

He really likes financials. This is a play on a resurgent private client investor. Their new assets last year grew 58%. 40% of earnings come from net interest margin, the money they make holding cash for their clients, and they are a clear winner for rising rates. They get 40% from asset management. As client assets grow, their fees grow. As new money comes in, their fees grow. They were the 1st to start a big Robo advisor in the US. This is a growth company that benefits in a number of different ways. Dividend yield of 0.8%. (Analysts' price target is $61.33.)

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He really likes financials. This is a play on a resurgent private client investor. Their new assets last year grew 58%. 40% of earnings come from net interest margin, the money they make holding cash for their clients, and they are a clear winner for rising rates. They get 40% from asset management. As client assets grow, their fees grow. As new money comes in, their fees grow. They were the 1st to start a big Robo advisor in the US. This is a growth company that benefits in a number of different ways. Dividend yield of 0.8%. (Analysts' price target is $61.33.)

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David Burrows

President , Barometer Capital Ma...

Price Price
$53.360
Owned Owned
Yes

HOLD
Charles Schwab Corp(SCHW-N) 

December 22, 2017

The chart shows this is still going up, but something that is still a little concerning is that it has kind of gone up parabolically in the last little while. At worst, he thinks it is going to want to pause. A really good space to be in. He would look for it to go sideways before it continues on. This is one he would hang onto. It's part of the pro-growth theme.

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The chart shows this is still going up, but something that is still a little concerning is that it has kind of gone up parabolically in the last little while. At worst, he thinks it is going to want to pause. A really good space to be in. He would look for it to go sideways before it continues on. This is one he would hang onto. It's part of the pro-growth theme.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$18.310
Owned Owned
Unknown

TOP PICK
Charles Schwab Corp(SCHW-N) 

December 13, 2017

Retail and private investors are becoming more engaged with markets. There was $700 trillion in wealth created last year in the US. This company has about 10 million accounts, and are opening 100,000 accounts a month. 1% growth a month is not so bad. Their asset management and advisory business is growing very nicely. They have about $3 trillion in clients’ assets and hold a tremendous amount of cash. As rates go up, the margins they make is very, very good. Dividend yield of 0.6%. (Analysts' price target is $50.)

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Retail and private investors are becoming more engaged with markets. There was $700 trillion in wealth created last year in the US. This company has about 10 million accounts, and are opening 100,000 accounts a month. 1% growth a month is not so bad. Their asset management and advisory business is growing very nicely. They have about $3 trillion in clients’ assets and hold a tremendous amount of cash. As rates go up, the margins they make is very, very good. Dividend yield of 0.6%. (Analysts' price target is $50.)

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David Burrows

President , Barometer Capital Ma...

Price Price
$18.310
Owned Owned
Yes

HOLD
Charles Schwab Corp(SCHW-N) 

August 24, 2011

Volatile stock that trades on sentiment and volatility in the market. Is trying to rediscover itself. Would avoid brokerages or banking stocks. There are better opportunities. Go into REITs and property and casualty companies.
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Volatile stock that trades on sentiment and volatility in the market. Is trying to rediscover itself. Would avoid brokerages or banking stocks. There are better opportunities. Go into REITs and property and casualty companies.
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$18.310
Owned Owned
Unknown

STRONG BUY
Has a very strong, competitive advantage in the discount brokerage area. Likes their acquisition of US Trust. Not cheap. Should be able to grow in many different ways.
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Has a very strong, competitive advantage in the discount brokerage area. Likes their acquisition of US Trust. Not cheap. Should be able to grow in many different ways.
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$9.540
Owned Owned
No

DON'T BUY
Stock was sold off very heavily. Getting very intense competition from low-cost brokers.
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Stock was sold off very heavily. Getting very intense competition from low-cost brokers.
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John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$10.120
Owned Owned
No

DON'T BUY
Charles Schwab Corp(SCHW-N) 

February 23, 2004

Discount brokers will do well as long as there are high volumes and a rising market but, if there is a reversal, they'll start to fail. Because he is bearish, not a stock he is interested in.
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Discount brokers will do well as long as there are high volumes and a rising market but, if there is a reversal, they'll start to fail. Because he is bearish, not a stock he is interested in.
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$12.200
Owned Owned
No

DON'T BUY
Charles Schwab Corp(SCHW-N) 

February 20, 2004

A well-run company. Have had some hiccups but has weathered the storms. Fully valued at this time.
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A well-run company. Have had some hiccups but has weathered the storms. Fully valued at this time.
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$12.590
Owned Owned
No

BUY
Charles Schwab Corp(SCHW-N) 

December 5, 2003

Market has done better, so the stock has moved up. A reasonable Company.
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Market has done better, so the stock has moved up. A reasonable Company.
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Brad Willock

Vice Presi, RBC Asset Management...

Price Price
$11.170
Owned Owned
Unknown

BUY
Well run company. Very diversified. Good growth in most of their sectors.
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Well run company. Very diversified. Good growth in most of their sectors.
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$14.160
Owned Owned
Unknown

DON'T BUY
Charles Schwab Corp(SCHW-N) 

February 21, 2002

Kind of expensive. Made a good acquisition.
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Kind of expensive. Made a good acquisition.
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Neil Murdock

Executive , AIC Limited...

Price Price
$13.500
Owned Owned
Unknown

DON'T BUY
Charles Schwab Corp(SCHW-N) 

November 27, 2001

A difficult business model. Prefers Lehman.
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A difficult business model. Prefers Lehman.
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Brian Dawson

Portfolio , McLean Budden...

Price Price
$15.200
Owned Owned
Unknown

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