| In millions, except per share items | Dec-31-08 | Dec-31-07 | Dec-31-06 | Dec-31-05 | Dec-31-04 | Dec-31-03 | Dec-31-02 | Dec-31-01 |
| | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
| Revenues: |
| Brokerage Services | 197.3 | 110.9 | | | | | | |
| Investor Education | 174.5 | 207.1 | 170.3 | 138.6 | | | | |
| Total revenues | 371.8 | 318.0 | 170.3 | 138.6 | 97.2 | 69.8 | 53.9 | 52.7 |
| Revenue growth [+] | 16.9% | 86.7% | 22.9% | 42.7% | 39.2% | 29.4% | 2.3% | -3.6% |
| Brokerage Services | 77.9% | | | | | | | |
| Investor Education | -15.7% | 21.6% | 22.9% | | | | | |
| Cost of goods sold | 84.0 | 95.7 | 63.8 | 92.2 | 65.7 | 41.9 | 25.4 | 22.8 |
| Gross profit | 287.8 | 222.3 | 106.5 | 46.5 | 31.5 | 27.9 | 28.5 | 29.9 |
| Gross margin | 77.4% | 69.9% | 62.5% | 33.5% | 32.4% | 39.9% | 52.9% | 56.7% |
| Selling, general and administrative [+] | 39.2 | 51.8 | 37.7 | 61.6 | 42.3 | 32.6 | 28.3 | 20.9 |
| Sales and marketing | 39.2 | 51.8 | 37.7 | 37.3 | 24.5 | 20.2 | 14.1 | 12.4 |
| General and administrative | | | | 24.3 | 17.8 | 12.4 | 14.2 | 8.5 |
| Other operating expenses | 164.8 | 137.7 | 112.9 | 1.1 | 1.0 | 1.2 | 5.6 | 10.5 |
| EBITDA [+] | 108.1 | 52.4 | -39.2 | -13.5 | -10.9 | -5.3 | -4.7 | 3.0 |
| EBITDA growth | 106.5% | -233.5% | 190.3% | 24.3% | 106.8% | 12.7% | -253.0% | -63.6% |
| EBITDA margin | 29.1% | 16.5% | -23.0% | -9.7% | -11.2% | -7.5% | -8.6% | 5.8% |
| Depreciation and amortization | 24.3 | 19.6 | 4.9 | 2.7 | 1.0 | 0.6 | 0.7 | 4.5 |
| EBIT [+] | 83.9 | 32.8 | -44.1 | -16.2 | -11.8 | -5.9 | -5.3 | -1.5 |
| EBIT growth | 156.0% | -174.2% | 172.1% | 37.1% | 102.2% | 9.6% | 258.7% | -128.4% |
| EBIT margin | 22.6% | 10.3% | -25.9% | -11.7% | -12.2% | -8.4% | -9.9% | -2.8% |
| Non-recurring items [+] | | | | | 0.1 | 0.0 | 0.0 | 6.5 |
| Asset impairment | | | | | | | | 6.5 |
| Interest expense, net [+] | 8.2 | 9.2 | -2.6 | -0.6 | | | | |
| Interest expense | 9.5 | 11.1 | 0.1 | 0.1 | | | | |
| Interest income | 1.3 | 1.9 | 2.6 | 0.7 | | | | |
| Other income (expense), net | -0.1 | 0.0 | -0.1 | 0.0 | 0.2 | 0.1 | -0.1 | 8.0 |
| Pre-tax income | 75.6 | 23.6 | -41.7 | -15.6 | -11.7 | -5.8 | -5.4 | 0.0 |
| Income taxes | 19.5 | 1.2 | -0.9 | 0.1 | 0.0 | 1.5 | -0.2 | -0.2 |
| Tax rate | 25.8% | 4.9% | 2.1% | | | | 3.6% | 3104.7% |
| Minority interest | | | | | | | | 0.0 |
| Earnings from continuing ops | 56.1 | 22.4 | -40.7 | -15.7 | -11.7 | -7.3 | -33.7 | -8.2 |
| Earnings from discontinued ops | | | | | | | | 0.2 |
| Net income | 56.1 | 22.4 | -40.7 | -15.7 | -11.7 | -7.3 | -33.7 | -7.9 |
| Net margin | 15.1% | 7.1% | -23.9% | -11.4% | -12.1% | -10.5% | -62.4% | -15.0% |
| |
| Basic EPS [+] | $0.85 | $0.36 | ($0.90) | ($0.35) | ($0.26) | ($0.17) | ($0.80) | ($0.25) |
| Growth | 137.8% | -139.4% | 158.1% | 34.6% | 55.8% | -79.2% | 221.1% | -89.5% |
| Diluted EPS [+] | $0.82 | $0.34 | ($0.90) | ($0.35) | ($0.26) | ($0.17) | ($0.80) | ($0.25) |
| Growth | 140.3% | -137.7% | 158.1% | 34.6% | 55.8% | -79.2% | 221.1% | -89.5% |
| |
| Shares outstanding (basic) [+] | 66.2 | 62.9 | 45.0 | 44.9 | 45.0 | 43.7 | 42.0 | 32.7 |
| Growth | 5.2% | 39.7% | 0.2% | -0.2% | 3.1% | 4.1% | 28.5% | 9.9% |
| Shares outstanding (diluted) [+] | 68.5 | 65.8 | 45.0 | 44.9 | 45.0 | 43.7 | 42.0 | 32.7 |
| Growth | 4.1% | 46.1% | 0.2% | -0.2% | 3.1% | 4.1% | 28.5% | 9.9% |
| |
| EBIT is a non-GAAP figure that excludes all non-recurring expenses: restructuring costs, asset impairments, IPR&D writeoffs, and other unusual charges. |