Talking Stocks 2.0

[JWD531]

Originally Posted by beshannon

Until we get some inflation and interest rates rise, the financials will be challenged. It could be years away. If you want to look at financials look for solid balance sheets, and undervalued prices relative to the size of their loan book and fee income.

https://seekingalpha.com/news/362169...rt-sector-open

Ya, my financial holdings are JPM for national, V for credit, CINF for a regional and ICE to cover the exchanges. CINF and JPM are a smaller % of my portfolio at the moment.


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