5 Stocks to Buy According to Robert W. Koehn’s Ivy Lane Capital

In this article, we will discuss 5 stocks to buy according to Robert W. Koehn’s Ivy Lane Capital. If you want to read our detailed analysis of Koehn’s history, investment philosophy, and hedge fund performance, go directly to 9 Stocks to Buy According to Robert W. Koehn’s Ivy Lane Capital.

5. The Charles Schwab Corporation (NYSE:SCHW)

Ivy Lane Capital Stake Value: $13,792,000
Percentage of Ivy Lane Capital’s 13F Portfolio: 9.7%
Number of Hedge Fund Holders: 72

The Charles Schwab Corporation (NYSE:SCHW) is a worldwide financial services firm based in the United States. On February 18, Deutsche Bank analyst Brian Bedell initiated coverage of The Charles Schwab Corporation (NYSE:SCHW), rating it as Buy and giving a price target of $121.

The Charles Schwab Corporation (NYSE:SCHW) declared a quarterly dividend of $0.20 per share on January 26, an increase of 11.1% from the previous payout of $0.18. In the fourth quarter of 2021, Ivy Lane Capital held 164,000 shares of The Charles Schwab Corporation (NYSE:SCHW). These were worth $13.79 million and accounted for 9.7% of its portfolio.

John Armitage’s Egerton Capital Limited is the largest stakeholder of The Charles Schwab Corporation (NYSE:SCHW) in the fourth quarter of 2021, with 14.49 million shares worth $1.22 billion. According to Insider Monkey’s Q4 records, 72 elite funds were bullish on The Charles Schwab Corporation (NYSE:SCHW), up from 59 in the previous quarter.

In its fourth quarter 2021 investor letter, Weitz Investment Management mentioned The Charles Schwab Corporation (NYSE:SCHW). Here is what Weitz Investment Management said about The Charles Schwab Corporation:

“Financial services firm Charles Schwab took bronze medals for the fourth quarter and calendar year. Brokerage account balances are higher, and investors are anticipating better profit margins for the bank’s lending business in the quarters ahead.”