GS and JPM continues to be the best financial names.

Citi bank analyst Keith Horowitz is out with a comment this morning saying that JPM has the extremely manageable exposure in the CDO and LBO loan market. He expects modest yet conservative writedown of 300 mil in Jan Q. He cuts the earning estimate by 8 cents due to the mark down to $1 for next Q. Unlike its counterparts such as Washington Mutual, B of A, C as well as WB, JPM superior risk management and conservative product position in the sub-prime market is helping the firm to fare much better than other financial institutions. In fact, GS and JPM are the two names that our investment group focused since last year, and they have performed the best in among the brokerage and large integrated bank names. I continue to recommend buying JPM and GS aggressively while the share price are down. With economy slowing, I see the money rotation out of the energy as well as...