Charles Schwab Corp

Charles Schwab has agreed to pay $187 million in a settlement surrounding its robo-advisor product. Who gets the payout? Here's what we know.

Historically, TD Ameritrade traded at a discount to its peers because of average operating margins. The sector’s valuations fell in the recent past.

In this series, we’ll analyze Fed members’ comments in June 2017 to better understand their outlooks on the US economy and how they justify their hawkish or dovish stances.

VF Corporation saw sales of $2.5 billion in 2Q15, up 4.7% year-over-year. Its performance was boosted by top brands The North Face, Timberland, and Vans.

Charles Schwab (SCHW) has a price-to-earnings ratio of 20.80x on an NTM (next-12-month) basis.

Fossil Group (FOSL) has a market cap of $1.6 billion. It rose 8.4% to close at $35.70 per share on November 16, 2016.

General Growth Properties has a market cap of $22.1 billion, is part of S&P 500 index, and sees allocation in the major REIT-specific ETFs like ICF.

Primarily an apparel player, Under Armour (UA) has stepped up its pace in entering new footwear categories.

In June, Charles Schwab introduced Schwab Stock Slices. Investors can own fractional shares of leading companies from the S&P 500 for as little as $5.

The merger between Charles Schwab and TD Ameritrade, two discount brokers, will have about $5 trillion in client assets. The deal will likely close by the end of 2020.

The final week of the second quarter might help brokerages, primarily because of higher client participation.

TD Ameritrade’s (AMTD) PE ratio stood at 16.68x on a next 12-month basis, which implies discounted valuations.

Raymond James Financial (RJF) generated a return of 4.8% in the last three months and 17.6% in the last year.

This constituent of the LEI is an economic model, constructed by modeling changes in six financial market instruments.

According to the December CPI report released by the U.S. Bureau of Labor Statistics on January 12, consumer prices in December increased 0.1%.

The failure of US Congress to raise the debt ceiling would result in a partial government shutdown. The US Treasury wouldn’t be able to issue any government debt, and it could end up borrowing from its retirement savings fund.

On January 10, 2018, Bloomberg News broke a story that the Chinese government could be planning to slow down its purchases of US government debt (GOVT).

Understanding the Leading Credit Index The Conference Board LCI (Leading Credit Index), a constituent in the LEI (Leading Economic Index), is published every month and tracks credit conditions in the US economy by following changes in six financial market instruments: the two-year swap (SHY) spread (real time) the three-month LIBOR[1.Intercontinental Exchange London Interbank Offered Rate] (SCHO) […]

The last statement from the US Fed, which was released with its recent rate hike decision, cited lower levels of inflation but hopes that the inflation target could be achieved in 2018.

A lower unemployment rate is one of the key objectives of the Fed. In 2017, the unemployment rate fell, reaching 4.1% in its latest November reading.

tZERO buys 1% stake Overstock (OSTK) has invested $1 million in Kennedy Cabot, which will give it a 1% stake in the brokerage service company. Overstock made the investment through its subsidiary, tZERO. Kennedy Cabot is the parent organization of Siebert Financial (SIEB). It holds a ~90% stake in Siebert. The news offered a massive boost to […]

In this part of the series, we’ll look at the dividend yield trends for PotashCorp (POT), Monsanto (MON), Mosaic (MOS), and FMC (FMC).

Interest rates and inflation The pace of interest rate hikes and inflation rate growth have a profound influence on the US yield curve. The US Fed has been communicating its intent to increase interest rates from the current ultra-low level to a target rate of 2.5% over the next few years. The conditions required for […]

There are a lot of reasons behind the sharp rally in EMs (SCHE). The prominent reason is that the GDP growth in many of these nations has improved in the last few quarters partially on the back of the rise in commodity prices like copper and oil.

The Leading Credit Index for October was reported to be -0.70, improving from the revised September reading of -0.64.

As per economic projections prepared by the FOMC, US real GDP is expected to improve in the final quarter of this year.

The Fed is expected to increase the target funds rate by 0.25% at its December meeting.

The Leading Credit Index is an economic model that’s modeled on the performance of six major financial market instruments.

Not all members of the FOMC, according to the minutes of the meeting, were on the same page with respect to a December interest rate hike.

A REIT (or real estate investment trust) is a company that owns and manages income-producing real estate.

Bostic dealt with various reasons that have been cited as reasons for the lower level of inflation—even questioning the common ones.

In the long run, Williams said it would be difficult to predict how markets would react to the Fed’s balance sheet unwinding program.

Bullard said that the current growth rate in the US economy is likely to remain consistent with recent quarterly growth—near the 2% mark.

Understanding the Leading Credit Index The Conference Board LCI (Leading Credit Index), a constituent of the LEI (Leading Economic Index), is constructed based on the performance of six financial market instruments. These components track lending conditions in the US economy. Performance of the LCI Improving credit conditions are considered positive for the economy. When the LCI […]

In her post-meeting press conference, US Federal Reserve Chair Janet Yellen seemed less worried than expected about the current state of US inflation.

3M has recorded a 3.0% revenue growth in the first half of 2017, driven by growth in every segment and flat growth in the consumer segment.

Slow US inflation growth has been a concern for the US Fed and was one of the key reasons that the Fed raised interest rates only twice in 2017.

Revenue and earnings Host Hotels & Resorts (HST), a hotel REIT, is involved in the possession and operation of US hotel properties. The company’s revenue was almost flat in 2015 and 2016, driven by rooms and food and beverages. Its operating costs and expenses rose 1%–2% in 2015 and 2016., while its interest expenses fell 32% […]

The consumer price inflation (CPI) data reported on Thursday indicated an increase of 0.4% in August. The year-over-year rate improved from 1.7% to 1.9% for August.

How TechnipFMC intends to maintain its yield FMC Technologies and Technip merged to become TechnipFMC (FTI) in 2017, an international provider of subsea, onshore, offshore, and surface projects. The synergy aims to combat the challenges of low oil prices and a challenging outlook through cost cutting and the enhancement of efficiency. The company recorded 51% revenue […]

In its latest monetary policy statement, the Fed admitted it would take longer than expected for inflation to reach its 2.0% target.

Understanding the Leading Credit Index The Conference Board Leading Credit Index (or LCI), which tracks lending conditions in the economy, is reported monthly. The index has six constituents: 2-Year Swap Spread (SHY) (real time) LIBOR[1.London Interbank Offered Rate] 3-month (SCHO) less 3-month Treasury-bill (VGSH) yield spread (real time) debit balances in margin accounts at broker dealers […]

A failure to raise the debt ceiling will likely result in a US government shutdown and a default by the US, which would be catastrophic for the global economy and financial markets (VTI) (USMV).

Franklin Resources (BEN) has recorded consistent growth in dividends since at least March 1982.

In this cycle of expansion after the great recession, the Fed has started the process of monetary tightening.

Members of the FOMC (Federal Open Market Committee) attributed the recent slowdown in inflation growth to idiosyncratic factors.

ExxonMobil’s (XOM) story is similar to Chevron’s. The company’s sales and other operating revenue for 2016 fell 16.0%.

Greenspan cites rapid inflation growth as the reason for a bond market collapse. But the markets and Fed officials think otherwise.

The Leading Credit Index is one of the constituents of The Conference Board Leading Economic Index (or LEI), which is reported by The Conference Board on a monthly basis.

Revenues for Sandoz are expected to report operational growth in 2Q17 following an increased demand for biopharmaceuticals.