AMTD-TD AMERITRADE HOLDING CORPORATION-Price is 29.04. P/E is 19.36.  Cap is 15.58.  Short interest is 1.17.  Dividned is at about .68, for a total of say 5.4 with tax and 10 and growth.  Analysts are positive neutral.  P/E average is at like 20.32.  Book is 9.26.  Growth is at 22.7 this year,  and 15.14 next 3-5.  Book growth at 5.39. Return on equity is at 25?  Debt to equity is at 36.  These guys face headwinds from cheap alternatives like robinhood.  But I don’t see serious investors really making that switch.  Trades cost 10, robinhood free.  But robinhood doesn’t have the research or stability.  These guys make money on trades and on their margin lending.  If we’re only trading every once in a while 10$ isn’t so bad.  We could see book of 15.65, and EPS of 3.91 and thus a share price of say 74.33 plus that dividend of 5.4, for a price of about 80.  Not a bad return. If they came down to 25, I’d be ok.  I’d buy below 20.

AYI-ACUITY BRANDS INC-Price is at about 199.57. Cap is at 8.74b.  Short interest is at 4%.  P/E is at 36.35.  Dividend is at .52 or 4 with tax and ten.  Analysts are bullish.  Book is at 32.98.  Averag pe is maybe 27 or 29.  Earnings, revenue, capital spending all are awesome.  EPS is at 21.8 growht.  EPS long term is at 19.5 growth.  Book growht at 14% last 5.  Return on equity is at 17.86.  Long term debt is at 26%.  earnings growth over past 10 look good.  These guy do light and led stuff.  We could go with a conservative 14.5 for return on equity.  We’ll go with a 10% growth figure, which gives us a 85.54 book, and an EPS of 12.4 and with a p/e of 27, we could see a share price of 334.88 plus that 4 in dividends.  Total value of say 340. I think they are overpriced.  If they came down to 100 we’d be in business.