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| HOLD | 18.310 | Srikanth Iyer | Volatile stock that trades on sentiment and volatility in the market. Is trying to rediscover itself. Would avoid brokerages or banking stocks. There are better opportunities. Go into REITs and property and casualty companies. | 2011-08-24 | |
| STRONG BUY | 9.540 | Paul Harris, CFA | Has a very strong, competitive advantage in the discount brokerage area. Likes their acquisition of US Trust. Not cheap. Should be able to grow in many different ways. | 2004-05-21 | |
| DON'T BUY | 10.120 | John Sinkins, CFA | Stock was sold off very heavily. Getting very intense competition from low-cost brokers. | 2004-05-11 | |
| DON'T BUY | 12.200 | Ross Healy | Discount brokers will do well as long as there are high volumes and a rising market but, if there is a reversal, they'll start to fail. Because he is bearish, not a stock he is interested in. | 2004-02-23 | |
| DON'T BUY | 12.590 | Jonathen Wellum, B. Comm, B. Sc | A well-run company. Have had some hiccups but has weathered the storms. Fully valued at this time. | 2004-02-20 | |
| BUY | 11.170 | Brad Willock | Market has done better, so the stock has moved up. A reasonable Company. | 2003-12-05 | |
| BUY | 14.160 | Jonathen Wellum, B. Comm, B. Sc | Well run company. Very diversified. Good growth in most of their sectors. | 2002-03-15 | |
| DON'T BUY | 13.500 | Neil Murdock | Kind of expensive. Made a good acquisition. | 2002-02-21 | |
| DON'T BUY | 15.200 | Brian Dawson | A difficult business model. Prefers Lehman. | 2001-11-27 | |
| PAST TOP PICK | 15.830 | Jonathen Wellum, B. Comm, B. Sc | (Was a top pick on May 25 down 28%%) Still likes. | 2001-11-13 | |
| DON'T BUY | 11.870 | Brian Acker, CA | In transition. Needs earnings. | 2001-09-07 | |
| DON'T BUY | 13.280 | Neil Murdock | At a high multiple. Buy at $10/11. Good business model. Prefers Merril Lynch at this time. | 2001-08-14 | |
| TOP PICK | 20.800 | Jonathen Wellum, B. Comm, B. Sc | Good franchise in trading/wealth management. | 2001-05-25 | |
| BUY | 16.000 | Scott Morrison | Brokerages are suffering but will recover. At a good price. | 2001-03-23 |
