TIME TO ADD FINANCIALS?

Time to add some financial again. I am considering to add some financial next week to see if they stick, JPM and LEH are preferred name for now. These are simple trades, and they are almost too simplistic for investments, but it could work. I call these "One and Pause" trades. Despite the recent run ups, JPM remains one of the cheapest large banks in the USA. Brokers, well, they are all cheap. Although GS probably is a bit better than LEH, it is rather expensive in dollar sense. I would have to use deep in the money options to play GS. LEH probably is a more appropriate play.


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