bonddude

Charles Schwab Can Outshine Its Peers - Barron's

Don't disagree generally but a falling market presages falling multiples offsetting asset gathering gains as all assets are are shrinking in a falling market. For an asset gatherer this must mean a lower share price in the near term. Out 5 years it's all good but my point is it is going appreciably lower near term. I'll look at it at 10-12 p/s.

Wall Street Breakfast: Must-Know News

Tells me how rotten the foundation truly is at GS, probably due to cds s and cdo s they are still packing. They had a gun to their heads.

Charles Schwab Can Outshine Its Peers - Barron's

YEAH, BUT ! In the last month their assets were down 22%. Since less than 20% of revenues come from trading and rest is fees reduced assets should mean reduced fees, right? I don't deny they might be the best in the space but this stock, like the market should go lower, especially considering S&P's new projected earnings for the S&P 500. Yes, I know their trying to shift MM assets to the bank, which could help a little. Do I misunderstand?