Investment Brokerage Stocks Under Review -- Morgan Stanley, Charles Schwab, Goldman Sachs, and E*TRADE Financial

Aug 30, 2016, 07:30 ET from Chelmsford Park SA

NEW YORK, August 30, 2016 /PRNewswire/ -- this morning has issued research reports on the following National Investment Brokerage firms: Morgan Stanley (NYSE: MS), The Charles Schwab Corp. (NYSE: SCHW), The Goldman Sachs Group Inc. (NYSE: GS), and E*TRADE Financial Corp. (NASDAQ: ETFC). These companies belong in the Financial sector which ended sharply higher on Monday, August 29, 2016. As per the NASDAQ, the NYSE Financial Sector Index rose about 0.7%, while financial companies in the S&P 500 Index advanced 1.0%. Learn more about these stocks by downloading their free research reports in PDF format at:

Morgan Stanley  

New York headquartered Morgan Stanley's shares rose 0.80% and finished Monday's trading session at $31.41. A total volume of 9.12 million shares was traded. In the last month and the previous three months, the stock has advanced 9.33% and 15.55%, respectively. Additionally, the Company's shares have gained 0.56% since the start of this year. The stock is trading above its 50-day and 200-day moving averages by 12.40% and 14.49%, respectively. Moreover, shares of Morgan Stanley, which provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide, have a Relative Strength Index (RSI) of 80.97.

On August 23rd, 2016, Investment funds managed by Morgan Stanley Energy Partners (MSEP), part of Morgan Stanley Investment Management, and Midland, TX-based XRI Holdings (XRI Blue), an affiliate of Entia Ventures, announced a strategic partnership whereby MSEP has made a majority equity investment in XRI Blue to support the growth of XRI Blue's successful midstream services business in the Permian Basin. Terms of the transaction were not disclosed. Sign up and read the free research report on MS at:

The Charles Schwab  

On Monday, shares in San Francisco, California headquartered The Charles Schwab Corp. recorded a trading volume of 7.29 million shares, and ended the session 0.32% higher at $31.05. The stock has gained 9.51% in the last one month and 1.77% over the previous three months. The Company's shares are trading 10.77% above their 50-day moving average and 8.97% above their 200-day moving average. Furthermore, shares of Charles Schwab, which through its subsidiaries, provides wealth management, securities brokerage, banking, money management, custody, and financial advisory services, have an RSI of 73.45.

On August 09th, 2016, research firm Barclays reiterated its 'Overweight' rating on the Company's stock with an increase of the target price from $29 a share to $34 a share.

On August 12th, 2016, Charles Schwab reported that net new assets brought to the company by new and existing clients in July 2016 totaled $9.0 billion. Total client assets were a record $2.70 trillion as of month-end July, up 5% from July. The company's average interest-earning assets on its balance sheet were also a record $191.9 billion in July, up 21% from July 2015. The complimentary research report on SCHW can be downloaded at:

The Goldman Sachs Group  

Shares in New York headquartered The Goldman Sachs Group Inc. closed the day at $166.87, climbing 0.54%. The stock recorded a trading volume of 2.61 million shares. The Company's shares have gained 5.08% in the last one month and 4.63% in the previous three months. The stock is trading 6.11% above its 50-day moving average and 3.72% above its 200-day moving average. Additionally, shares of Goldman Sachs Group, which operates as an investment banking, securities, and investment management company worldwide, have an RSI of 69.47.

On August 17th, 2016, The Wall Street Journal reported that Goldman Sachs Group has made its first direct investment in a private-equity firm, taking a minority stake in Littlejohn & Co. The investment in Littlejohn, with more than $4 billion under management, was made through Goldman's Petershill program. Register for free on and access the latest report on GS at:

E*TRADE Financial  

At the closing bell yesterday, shares in New York headquartered E*TRADE Financial Corp. ended 0.35% higher at $26.14. A total volume of 3.20 million shares was traded, which was above their three months average volume of 2.79 million shares. The stock has advanced 4.23% in the last one month. The Company's shares are trading above their 50-day and 200-day moving averages by 5.75% and 1.76%, respectively. Furthermore, shares of E*TRADE Financial, which provides brokerage and related products and services primarily to individual retail investors under the E*TRADE Financial brand name, have an RSI of 64.85.

On August 16th, 2016, E*TRADE Financial announced the pricing of $400 million of fixed-to-floating rate non-cumulative perpetual preferred stock, with a liquidation preference of $1,000 per share. The securities will accrue dividends on a non-cumulative basis at a fixed rate of 5.875%, payable semi-annually up to, but excluding, September 15th, 2026.  E*TRADE intends to use the proceeds from this offering, along with existing cash, to finance the purchase of Aperture New Holdings, Inc. Get free access to your research report on ETFC at:


Stock Callers: 

Stock Callers (SC) produces regular sponsored and non-sponsored reports, articles, stock market blogs, and popular investment newsletters covering equities listed on NYSE and NASDAQ and micro-cap stocks. SC has two distinct and independent departments. One department produces non-sponsored analyst certified content generally in the form of press releases, articles and reports covering equities listed on NYSE and NASDAQ and the other produces sponsored content (in most cases not reviewed by a registered analyst), which typically consists of compensated investment newsletters, articles and reports covering listed stocks and micro-caps. Such sponsored content is outside the scope of procedures detailed below. 

SC has not been compensated; directly or indirectly; for producing or publishing this document. 


The non-sponsored content contained herein has been prepared by a writer (the "Author") and is fact checked and reviewed by a third party research service company (the "Reviewer") represented by a credentialed financial analyst [for further information on analyst credentials, please email Rohit Tuli, a CFA® charterholder (the "Sponsor"), provides necessary guidance in preparing the document templates. The Reviewer has reviewed and revised the content, as necessary, based on publicly available information which is believed to be reliable. Content is researched, written and reviewed on a reasonable-effort basis. The Reviewer has not performed any independent investigations or forensic audits to validate the information herein. The Reviewer has only independently reviewed the information provided by the Author according to the procedures outlined by SC. SC is not entitled to veto or interfere in the application of such procedures by the third-party research service company to the articles, documents or reports, as the case may be. Unless otherwise noted, any content outside of this document has no association with the Author or the Reviewer in any way.  


SC, the Author, and the Reviewer are not responsible for any error which may be occasioned at the time of printing of this document or any error, mistake or shortcoming. No liability is accepted whatsoever for any direct, indirect or consequential loss arising from the use of this document. SC, the Author, and the Reviewer expressly disclaim any fiduciary responsibility or liability for any consequences, financial or otherwise arising from any reliance placed on the information in this document. Additionally, SC, the Author, and the Reviewer do not (1) guarantee the accuracy, timeliness, completeness or correct sequencing of the information, or (2) warrant any results from use of the information. The included information is subject to change without notice. 


This document is not intended as an offering, recommendation, or a solicitation of an offer to buy or sell the securities mentioned or discussed, and is to be used for informational purposes only. Please read all associated disclosures and disclaimers in full before investing. Neither SC nor any party affiliated with us is a registered investment adviser or broker-dealer with any agency or in any jurisdiction whatsoever. To download our report(s), read our disclosures, or for more information, visit

CONTACT For any questions, inquiries, or comments reach out to us directly. If you're a company we are covering and wish to no longer feature on our coverage list contact us via email and/or phone between 09:30 EDT to 16:00 EDT from Monday to Friday at: Email: Phone number:  +44 330 808 3765 Office Address: Clyde Offices, Second Floor, 48 West George Street, Glasgow, U.K. -G2 1BP CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

SOURCE Chelmsford Park SA