We believe there's still gas in the tank.
A stabilized economic environment and resulting increase in mergers and acquisitions should lead to significant earnings momentum for these three firms.
Given the current tough operating environment, Goldman is focusing on reducing expenses and returning capital to improve returns to shareholders.
The stock may be a good fit for those willing to wait for higher interest rates.
Investment banks are a good way to play the new M&A cycle.
We think certain financial companies stand to gain from rising interest rates.
Our assessment of business-model and headcount changes since the beginning of the crisis.
Revenue composition will determine whose earnings are shaky or steady.
The potential upside might outweigh the downside risk.