agree with thought process on SCHW. structural tailwinds should continue to benefit it. other online brokers are getting more press of late, due to the new entrants to the publicly traded space but SCHW is way cheaper and EPS should grow faster, despite higher NNA growth at the others (off significantly lower bases).
Agree Collin - happy to sit on this one and get decent returns through earnings growth. While the valuation multiples fluctuate on peers. Good space to be in overall.
agree with thought process on SCHW. structural tailwinds should continue to benefit it. other online brokers are getting more press of late, due to the new entrants to the publicly traded space but SCHW is way cheaper and EPS should grow faster, despite higher NNA growth at the others (off significantly lower bases).
Agree Collin - happy to sit on this one and get decent returns through earnings growth. While the valuation multiples fluctuate on peers. Good space to be in overall.