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It's time now for the -- high.
You like regional banks his second but the big banks big financials you like regional banks who say there's opportunity in those -- why that's right a couple of reasons one when you look at the debt concerns server in Europe right now you're looking at one point five trillion dollars -- held by European governments.
But another 500 billion held by the bulge bracket banks here in the -- in the United States.
Did that -- -- aren't impacted -- the regional banks in Europe the mere -- negative on big US financials but the smaller regional banks -- -- -- pick up some of those lost customers recognize as well I -- Cullen/Frost bankers at a Texas you're looking -- -- population -- -- five million people over the next ideas Cullen/Frost would never leave Texas -- as a -- everybody is sending their deposit money over -- I love that -- that store stocks -- 8% you -- to -- -- personalized -- it's a 20% over the last three months okay.
Let me ask you about this -- MNC with have a CEO on the show.
That's of what New York based bank to get a regional bank that you like based in buffalo I'm not like -- Hannity just because the Ravens Stadium is named after an anti bank but with that on the -- investment side.
This a company it just bought a sizable -- -- Wells Fargo mortgages.
-- -- -- healthy ones as well that's gonna help their bottom line earnings and in the future it stacks of 21% over the prior month.
All right if you like those guys that back in October and had to get a Baltimore Ravens just a couple of this yourself today could attend a lot about market.
-- let's talk about Lori L when you are back in October you really like the stock yes do you still like it now because -- -- actually.
Had some pressure I mean it's down 8% over the last year even -- months it's kind of -- a look at it there's the when you chart you can see it.
Year every year when you look at women's cosmetics it's actually up 6% that's a big proxy it's an excellent proxy for -- healthy economy.
If women are spending money which they are women's dresses as was cosmetics that's a great guy great -- and Oreo is one of the big winners out there I would definitely -- -- that we.
Egypt bye -- and that that such an -- quick -- -- -- but -- -- for our viewers as well -- catalysts the markets need a catalyst and you know some kind of big splash.
To take us higher yet to haven't you know it's gonna be well look you know earnings are gonna they have stated earnings have to come back I mean it historically speaking 62% of S&P 500 companies have -- on the bottom line.
But like Sandra was saying earlier mean you look the estimates they've been cut so much JPMorgan's a great example of the original asked that was -- our fifteenth.
It was cut 22% they met a number but moving forward what that what's that gonna mean for the rest of the S&P 500 companies this is a pivotal week that's coming up.
With the financials and -- -- and if we get any kind of negative surprise.
On any of the big financials you say the catalysts is bullish and you -- US economy that struck on an earnings watch out below all right time to -- -- like the regional bank names especially bank of Americans -- of scale back yes.
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