Financial stocks

Trade of the Day: Springleaf Financial (LEAF)

Even beyond the excitement about the earnings calendar, I’m seeing a lot of names to like in the finance space right now. More 

Q4 Earnings Season Outlook: Can Banks Deliver?

Earnings season starts in earnest this week, with banks and financial stocks heavily weighted. Investors are waiting to see if the sector can deliver... More 

FRF – Dealmaking Should Help Launch Fortegra Financial in 2014

Fortegra Financial (FRF) has a predictable earnings model and could even be a takeover target. Here are all the reasons I think FRF stock will excel in 2014. More 

XLF – Attack 2014 by Piling Into Financials

General economic growth and improvements in net interest margins mean good things for financial stocks in 2014. Jump in broadly via the XLF. More 

Volcker Rule – Banks’ Days of Crazy Profit Growth Are OVER

The Volcker Rule prohibits proprietary trading, and that could cost the eight biggest bank stocks anywhere from $8 billion to $10 billion in yearly pretax profits. More 

Are You Prepared for a Stronger Dollar?

What happens to the stock market if the U.S. dollar rallies? This question isn’t getting much press, but dollar strength could surprise the markets in 2014. More 

Financial Stocks: A Winning Bet for Fed Tapering

Financial stocks have performed very well during periods of rising bond yields thus far in 2013. What does this tell us about financials' 2014 outlook? More