Customer

As the recent rally demonstrates, there will be opportunities within the stock market to play this new theme. One group that may benefit is online brokerages catering to independent advisors and individual investors. These advisors could see an inflow of cash because they offer such a wide variety of investments at low fees. Among the favored stock picks are Charles Schwab (SCHW) and TD Ameritrade Holding (AMTD).

First, the TD Ameritrade (AMTD) call showed you what I have been looking for: renewed interest in the stock market by retail people trying to make money off the wild swings and the exchange-traded funds. I am no fan of the ETFs, but I am a fan of new people in the game, and Ameritrade confirmed what I was thinking could be happening: actual interest in stocks at the new lower levels. It's a positive -- not a huge positive, but a positive nonetheless.

Online trading transaction exposure

Online trading transaction exposure

Buy - Price 12.65 on Jan. 20
by Sandler O'Neill

We're raising our FY10 estimates...due to (1) the recently announced expense cuts announced by the company, (2) higher asset-based revenue, and (3) improvements in commission revenue. Our new FY10 estimate assumes that net revenues will increase 10.9% to $2.42 billion, driven by 19.3% growth in asset-based revenues and 1.1% growth in transaction-based revenues. We project that expenses will decline 0.8% to $1.19 billion, consistent with the company's target of $60 million reduction in run-rate expenses. We expect pretax margins to expand to 51%. Market cap: $7.6 billion.

good long term prospects

PE of 13, and a PEG of 0.63.

Mad About Options: Bullish Ameritrade?!?: The Mad About Options crew reviews Jim Cramer's recent bullish comments about TD Ameritrade and offers options strategies for traders and investors. Also hear options ideas for Saleforce.com and Exxon Mobil.

Click here to watch the video.

Macke said to stick with Ameritrade(AMTD).

best of trading companies - long term potential

short

more sleepy

Failing

FInancials

Gave $6 dividend; should have sold then

earnings

online brokerage that just keeps missing

own

poor performance in the past year.