I like the banking sectors - hence I have been accumulating citi, barclays, loydes, goldman, Morgan Stan...mainly the UK/US banks..
I have put in around $1 million in these shares at different entry points....(my mark to market is showing a gain of $600k) but I keep on accumulating as my view is that we are at the peak at of the credit cycle (i,e, credit provisioning will decrease from now on..). And based on mormalised earnings of these vs pricing, it looks like a good bet...although i admit, somewhat speculative...
