Among the favored stock picks are Charles Schwab (SCHW) and TD Ameritrade Holding (AMTD). Jim Tierney, portfolio manager of the W.P. Stewart Growth Fund (WPSGX), is a fan of Schwab, citing its competitive costs and ability to cause disruption in the brokerage community. Schwab is forecasting 8%-10% organic growth in assets, and Tierney sees the stock "easily" getting to the mid-20s from 17.61 last week. Brian Angerame, a portfolio manager at ClearBridge Advisors, is also a fan of Schwab and TD, on the thesis that investor behavior is changing. "It will be generational. Have I started changing? Everyone has."

Buy - Price 18.37 on Sept. 15
by Sandler O'Neill & Partners
Our 21 target is based on a 22 times multiple of our 2010E-EPS of 94 cents. SCHW remains highly leveraged to equity-market performance and slightly/modestly to retail-investing activity. [Risks] include decreases in trading activity; increase[d] regulatory risk; a major decrease in equities because SCHW, as a high-beta stock, generally has larger relative price swings than the overall market. Market cap: $21.3 billion.

management

It's my 2nd best appreciating stock and I have all my accounts with Schwab

Discounter and online-broker Charles Schwab is well-positioned to benefit from the confusion within Wall Street's broker community. And the stock looks pretty cheap too.

And which companies are beneficiaries of the rising savings rate? Charles Schwab (SCHW) is one Foreman cites. "We'll look at any company that helps investors save money by offering annuities, [certificates of deposit], stocks or mutual funds, or advice in managing money," he says. It is an important component of a portfolio built to win.

Time To Buy Busted" Growth Stocks": Jeff Mortimer, chief investment officer at Schwab Funds, says investors should seek out busted growth stocks" - especially in the banking sector - now that the market has stabilized."
Click here to watch the video.

Feel company will be acquired

“Charles Schwab is bouncing off – not just at – this support line. This is what you want to see,” exclaimed Fitzpatrick in his New Year’s Eve video. “I’d buy at support, and be a seller right at the 50-day moving average.”

Najarian said you have to love the unbelievable numbers out of Charles Schwab(SCHW) and TD Ameritrade(ATMD). He says "options action is suggesting these stocks could move up."

mixed bag of feelins

month too high