Financials Sector Analysis 2Q15

The Financials sector ranks eighth out of the 10 sectors as detailed in our 2Q15 Sector Ratings Report. It gets our Dangerous rating.

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Photo credit: Brian Sterling (Flickr)

    1 Response to "Set Your Portfolio With These Financials Stocks"

    • John

      I think OFG conceptually good…plus is NIMs go up as rates rise controllably. Risk would be level of Puerto Rico Credit exposure if things go south there.

      RNR…This could be very interesting. Space is consolidating big time (see MRH, PRE, AXS)and names are in play. Lot of hedge funds gotten involved for tax purposes as well. WB commented on the space recently. He’s worried about pricing.

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