ETrade Financial Corp. | StockChase
18
ETrade Financial Corp. (ETFC-Q)

Last Price Recorded: $48.7000 on 2017-12-13

ON STOCKCHASE SINCE Oct 2002

investment companies/funds
18
ETrade Financial Corp. (ETFC-Q)

Last Price Recorded: $48.7000 on 2017-12-13

ON STOCKCHASE SINCE Oct 2002

investment companies/funds

ETrade Financial Corp.


Signal Opinion Expert
TOP PICK

He likes the market. There are no recession risks on the horizon. Expects the Fed is going to be prudent and cautious. He knows we are going to have stable to higher rates with the Fed. This is all good for something like an E*TRADE. Feels they have a lot of structural tailwinds going for them now. They've cleaned up the portfolio and have nice interest rate sensitivity. The group as a whole makes a lot of sense. (Analysts' price target is $49.00.)

investment companies/funds

He likes the market. There are no recession risks on the horizon. Expects the Fed is going to be prudent and cautious. He knows we are going to have stable to higher rates with the Fed. This is all good for something like an E*TRADE. Feels they have a lot of structural tailwinds going for them now. They've cleaned up the portfolio and have nice interest rate sensitivity. The group as a whole makes a lot of sense. (Analysts' price target is $49.00.)

investment companies/funds
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$43.620
Owned Owned
Yes

COMMENT

Chart shows a nice upward trend from 2013, and it is quite above the trend line, which is a potential for a downside move. However, given that it is in the right space, where investors are coming back to the market, you probably could buy this. He would recommend you look at much more short term. Look at it in the next 5-6 months to see how it is behaving.

investment companies/funds

Chart shows a nice upward trend from 2013, and it is quite above the trend line, which is a potential for a downside move. However, given that it is in the right space, where investors are coming back to the market, you probably could buy this. He would recommend you look at much more short term. Look at it in the next 5-6 months to see how it is behaving.

investment companies/funds
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$43.470
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick May 3/17, Up 23%)  He was looking to a breakout of the stock.  It still has lots and lots of upside.  It was underappreciated but now has a lot of room to go.  You could get pullbacks in the next couple of weeks and then you could buy more.

investment companies/funds

(A Top Pick May 3/17, Up 23%)  He was looking to a breakout of the stock.  It still has lots and lots of upside.  It was underappreciated but now has a lot of room to go.  You could get pullbacks in the next couple of weeks and then you could buy more.

investment companies/funds
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$44.490
Owned Owned
Yes

TOP PICK

It has lots of upside.  You want to own stocks for the winter.  If there was a 3-5% pullback, then this one would do so and it would be a great time to buy it.

investment companies/funds

It has lots of upside.  You want to own stocks for the winter.  If there was a 3-5% pullback, then this one would do so and it would be a great time to buy it.

investment companies/funds
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$44.490
Owned Owned
Yes

TOP PICK

Everyone thinks this is all trading commissions, but it is actually a fantastic rate play. Management has been very clear that they are guiding for a 270-basis point on net interest margins as a lender. On every 25-basis point hike, they are capturing 75%-85% of that, and are able to flow that right through. As a backup plan, volumes are going higher. (Analysts’ price target is $48.)

investment companies/funds

Everyone thinks this is all trading commissions, but it is actually a fantastic rate play. Management has been very clear that they are guiding for a 270-basis point on net interest margins as a lender. On every 25-basis point hike, they are capturing 75%-85% of that, and are able to flow that right through. As a backup plan, volumes are going higher. (Analysts’ price target is $48.)

investment companies/funds
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$43.990
Owned Owned
Yes

TOP PICK

He wants to benefit from both a long-term bull market in equities and rates going slowly higher over the next number of years. This is one of the first discount brokers. It has a very strong brand in the US. Because the US investor is becoming re-engaged, their growth rate has really picked up over the last year. They’ve grown their brokerage account by 5.7% and trading revenues are up 27% so far this year. They have $50 billion in daily deposits, and as rates go higher, make a higher and higher profit margin on that. This is a consolidating industry, and this company could be a target. (Analysts’ price target is $45.)

investment companies/funds

He wants to benefit from both a long-term bull market in equities and rates going slowly higher over the next number of years. This is one of the first discount brokers. It has a very strong brand in the US. Because the US investor is becoming re-engaged, their growth rate has really picked up over the last year. They’ve grown their brokerage account by 5.7% and trading revenues are up 27% so far this year. They have $50 billion in daily deposits, and as rates go higher, make a higher and higher profit margin on that. This is a consolidating industry, and this company could be a target. (Analysts’ price target is $45.)

investment companies/funds
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$40.420
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Feb 8/17. Up 16.48%.) They have a fantastic stream of commercials on right now. The propensity for people to move back online and trade has really increased.

investment companies/funds

(A Top Pick Feb 8/17. Up 16.48%.) They have a fantastic stream of commercials on right now. The propensity for people to move back online and trade has really increased.

investment companies/funds
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$41.150
Owned Owned
Yes

TOP PICK

This just put in a share buyback, close to 10% of the market cap, and needs to be completed before February 2018. There is tax reform and this is a 38% high tax bracket payer, and for the go forward earnings, this is a good thing.

investment companies/funds

This just put in a share buyback, close to 10% of the market cap, and needs to be completed before February 2018. There is tax reform and this is a 38% high tax bracket payer, and for the go forward earnings, this is a good thing.

investment companies/funds
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$41.150
Owned Owned
Yes

TOP PICK

One of the best names exposed to the short end of the curve for a rising rate cycle. They have estimated about a 2.5% net interest margin this year. Management has said that for every 25 basis points the Fed hikes, they get about 10 more BPs through to that margin. There is fantastic leverage to the rising rate cycle. Also, they have a fantastic ad campaign going on right now. (Analysts’ price target is $41.)

investment companies/funds

One of the best names exposed to the short end of the curve for a rising rate cycle. They have estimated about a 2.5% net interest margin this year. Management has said that for every 25 basis points the Fed hikes, they get about 10 more BPs through to that margin. There is fantastic leverage to the rising rate cycle. Also, they have a fantastic ad campaign going on right now. (Analysts’ price target is $41.)

investment companies/funds
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$38.690
Owned Owned
Yes

PAST TOP PICK

(Top Pick May 3/17, Up 2%) He likes it.  It trimmed off a little lately.  The pullback was positive for it.  It will likely move based on the technical and fundamental pictures.  It is looks good for the next couple of months.

investment companies/funds

(Top Pick May 3/17, Up 2%) He likes it.  It trimmed off a little lately.  The pullback was positive for it.  It will likely move based on the technical and fundamental pictures.  It is looks good for the next couple of months.

investment companies/funds
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$37.060
Owned Owned
Yes

TOP PICK

Fundamentals look okay on this stock. Starting in February, there was a bit of a short-term downtrend, and that seems to be broken. They reported pretty good earnings recently, which is the driver right now. He is looking at this as a trade, and thinks it might get back into the mid to high $30s. He is looking at this as a possible 10%-20% mover, and then he will be gone. (Analysts’ price target is $42.)

investment companies/funds

Fundamentals look okay on this stock. Starting in February, there was a bit of a short-term downtrend, and that seems to be broken. They reported pretty good earnings recently, which is the driver right now. He is looking at this as a trade, and thinks it might get back into the mid to high $30s. He is looking at this as a possible 10%-20% mover, and then he will be gone. (Analysts’ price target is $42.)

investment companies/funds
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$36.030
Owned Owned
Yes

TOP PICK

Originally, this was a sort of discount brokerage. They formed into 2 segments, one being a bank and the other a brokerage. In 2009 they had a mortgage book of about $20 billion. Part of that was normal conforming mortgages, and part of it was a big home equity book. The whole thing was underwritten very poorly. That book is now less than $4 billion. (Analysts’ price target is $42.82.)

investment companies/funds

Originally, this was a sort of discount brokerage. They formed into 2 segments, one being a bank and the other a brokerage. In 2009 they had a mortgage book of about $20 billion. Part of that was normal conforming mortgages, and part of it was a big home equity book. The whole thing was underwritten very poorly. That book is now less than $4 billion. (Analysts’ price target is $42.82.)

investment companies/funds
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$35.060
Owned Owned
Yes

DON'T BUY
Something major has gone wrong here. It is leading the market down.
investment companies/funds
Something major has gone wrong here. It is leading the market down.
investment companies/funds
Kenneth P. Norquay, CMT

Partner, Castlemoore Inc....

PricePrice
$3.230
Owned Owned
Unknown

DON'T BUY
ETrade Financial Corp.(ETFC-Q) 

December 24, 2007

Have been shored up and he can see a fair bit of upside. Doesn't know the financials well enough to know what he would do, but wouldn't buy into it at this point.
investment companies/funds
Have been shored up and he can see a fair bit of upside. Doesn't know the financials well enough to know what he would do, but wouldn't buy into it at this point.
investment companies/funds
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$3.610
Owned Owned
No

COMMENT
ETrade Financial Corp.(ETFC-Q) 

December 20, 2007

The problem with this company is that they really re-capitalized themselves so he has yet to see the balance sheet. When they do report, there will be a lot of difference in the balance sheet. The mean estimate is $.30 for Dec/08. This is really not an equity position, it is really a Call.
investment companies/funds
The problem with this company is that they really re-capitalized themselves so he has yet to see the balance sheet. When they do report, there will be a lot of difference in the balance sheet. The mean estimate is $.30 for Dec/08. This is really not an equity position, it is really a Call.
investment companies/funds
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$3.370
Owned Owned
Unknown

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