Prospects for Banks and Financials

Readers of "A Dash" know that for the last year we have been contributing to RealMoney, a subscription service from TheStreet.com (free trial available). Before contributing, we subscribed for many years, finding the site to be a useful source of ideas and discussion.

One of the most helpful contributors is Bob Marcin, founder and General Partner of Defiance Asset Management. Bob has a deep value approach and a nice recent hot streak. He has advised against investment in financial stocks, while recommending early cyclicals which have been enjoying a rebound.