While banks have been our worst performers year-to-date, it is not because they aren’t performing well from a fundamental basis or improving their financial strength materially.

In a stock market that is very expensive and where market participants are taking incredible risks through paying 35-40% higher than historical averages for certain sectors and companies, financials are a refuge of safety and high-return potential

Here are my latest research reports which I hope that you will enjoy. As always, if I can be of assistance in anyway please don’t hesitate to contact me directly at 805-886-8140!


Bank Of America: Focus On Low Interest Rates Obscures A Sound Investment


Citigroup: Fortress Balance Sheet Totally Unappreciated At Current Price


JPMorgan’s Consistency And Earnings Leverage Deserve A Premium