Four Small-Cap Financial Stocks to Consider

Warren Buffett knows the insurance business like the back of his hand, and openly raves about how it allows companies to “invest in other people’s money and keep all the earnings on those investments,” writes Validea CEO John Reese in this week’s TheStreet. In his 2015 letter to Berkshire Hathaway shareholders, however, Buffett says that […]

Focus on Facts, Not Fear, Says Rogers

In his latest Forbes column, John W. Rogers Jr. stresses the importance of staying rational amid market turbulence, and says he’s bullish on the financial sector because investors have been treating it with an irrational amount of fear. “An unemotional response is the right one in many critical moments — be it the game-winning shot […]

Berkowitz Still Confident in Financials

Bruce Berkowitz remains high on financial stocks, and says his conviction about his financial holdings has only grown stronger. “I’ve been able to see their earnings for the past few quarters, the trends are getting better, the balance sheets are building, tangible book value is growing,” Berkowitz tells Bloomberg from the Morningstar Investment Conference. “The […]

Tilson Turns Bearish on Banks

About two months after turning bullish on some financials, Whitney Tilson — who predicted the housing bust and financial crisis — is now taking profits on some of his bank bets and predicting that more financial troubles are on the way. “There will be a headwind of continued losses for the better part of five […]

Lynch Pupil Makes Major Bank Move

FBR Funds Chief Investment Officer David Ellison, who avoided much of the financial sector meltdown, has been buying up bank shares lately — and a big reason, he says, involves the lessons he learned while working under the great Peter Lynch earlier in his career. According to Reuters, Ellison had just 10% of the FBR […]