This column was originally published on RealMoney on June 6 at 8:53 a.m. EDT. It's being republished as a bonus for readers. For more information about subscribing to RealMoney, please click here.

At first glance,


(PRU) - Get Report



(AMTD) - Get Report

have nothing to do with each other. Pru's

getting out of equities, Ameritrade is steeped in them.

But they are two sides of the same coin. Ameritrade is an asset gatherer that does not have research. Pru hasn't gathered enough assets and paid for expensive, top-quality research. And I mean top quality; I love Pru's stuff.

So, one business is unattractive enough that Pru closes it, despite a long history of excellence. No scale. And the other

attracts not one, but two activists who know that Ameritrade can create great scale if it merges with another asset gatherer,


(SCHW) - Get Report


I call them asset gatherers because you just can't make much off of trading, and people are trading at a decreasing rate.

Intriguingly though, I would sell Ameritrade and buy Pru. Here's why:

Ameritrade has now run 5 points even though its last quarter was not that great. If it chooses to do nothing, its stock will go down. Plus I think that Ameritrade is very well run and doing everything it can to bring out value



Pru, on the other hand, shows an endless desire to make money for people, even striking down some idols like research.

They mean business. They are taking no prisoners.

My kind of company.

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At the time of publication, Cramer had no positions in any of the stocks mentioned in this post.

Jim Cramer is a director and co-founder of He contributes daily market commentary for's sites and serves as an adviser to the company's CEO. Outside contributing columnists for and, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

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