There are some really good points made here:
•Likely to benefit from a better banking climate. Not only is the economy expected to heal, but banks may borrow at historically low rates, says Jim Paulsen at Wells Capital Management. There's also strong demand for mortgage loans. "It's a good operating environment for banks," Paulsen says.and the other side of the fence:
Share what your thoughts are and what you might be investing in and why.Not everyone is convinced, though. Investors could do better with stocks in other industries, Maltbie says.
David Ritter of Argus Research says investors who think the banking crisis is over are deluding themselves. Refinancing activity and bond trading now helping banks are temporary, and problems with business loans are just starting, he says. "There will be poor earnings over the next couple of years. I'm not sure people have priced that in."
No comments:
Post a Comment