| Recap |
| Time to buy the banks! |
| Review |
| The British are coming! The British are coming!! |
| What To Do |
| Look, by now you know one thing 4!!!! sure – I do not like the banks and/or the Wall Street bailouts. But, we must be rationale and logical when investing. One cannot let emotion, personal opinion, and/or political leanings get in the way of making money for our clients. That being said, we are recommending the following financial services portfolio: Bank of America (BAC), Janus (JNS), Charles Schwab (SCHW), Vanguard financial ETF (VFH), and long the US dollar via the PowerShares ETF (UUP) on technical weakness. This select financial services portfolio covers all the bases. Here is our investment thesis for those who need more of the why then the what. 1) This is a play against the nonsensical jibber jabber in the media and Washington DC over the debt ceiling debate. Seriously, what is wrong with you people?!! 2) Even if we are dead wrong on our thesis in #1 above (i.e. this is just political and media grandstanding) the above securities are undervalued, and there is limited downside risk where they are trading today (i.e. there is a margin of safety). 3) Long term = the US of A needs the banks, the banking sector, and yes, Wall Street to be ‘successful’. There is just too much money, power, and influence to change the dynamics of this “factoid”. So, like I said above, don’t fight it, go with it, and profit from it. Hey! We are capitalists at Clark Bros. 4) This is a classic contrarian play! Nobody likes the banks. Except the smart long term savvy investors off the street. I’ll leave it at that. And, no I am not referring to myself. 5) The dividends are coming! The dividends are coming!! YeP, banks (and autos) will once again start paying dividends to shareholders. What else are they going to do with the large amount of cash they have stolen from us?!!!! M&A ha!! They have already conspired with the feds to consolidate via heisting taxpayer dollars; so, that’s a definite and emphatic NOT!!!! The banks literally have to start paying dividends. If nothing else to suffice the Washington DC call girls otherwise known as politicians. |
| Quote of the Week |
| “When a thing is done, it’s done. Don’t look back. Look forward to your next objective.” General George Marshall, America’s first five star general |
| Clark Bros. is hiring! |
Stay Positive! Think Positive! Act Positive! Be Positive!
Clark Bros. is hiring Independent Registered Investment Advisor Representatives – full time, part time, anytime, anywhere. Please visit our web site at www.clarkbrothersinvestments.com for more information.
Jason R. Clark
T: 720 255 5711
jason@clarkbrothersinvestments.com
Network with me @ Facebook, Linkedin, TwitterNewsletter, YouTube, ustream
Clark Brothers Investments
Registered Investment Advisors
18810 E. Whitaker Circle
Aurora, CO 80015
www.clarkbrothersinvestments.
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