Arguments For Investing in Financial Services Stocks When Everyone Else Will Not

As the number of small lenders achieveThere are other financial services firms, however,
recording-setting results in terms of their failurethat are properly capitalized and who have
rate, it may seem uncharacteristic to invest inactually been achieving year-over-year profitability.
financial services firms. However, with some ofIn addition, they continue to offer and increase
the larger banks slowly returning to profitability,their dividends. Surprisingly, some of them are
the contrarian approach of investing in firms thateven located in higher risk areas, like California.
others are apprehensive about makes plenty ofThe reason why investors should benefit in the
sense.future has to do with how these lenders and
In fact, with the government announcing recentlyfinancial services firms conduct their business. If
that it will sell its stake in Citigroup this year (at anthey are more prudently underwriting their
arguably tremendous profit), the signs are clearmortgages and remain viable in terms of their
that the financial services sector is actually on acapital positions and show positive trends in
healthy path to recovery amidst record-settingprofitability, then it is quite likely that they will
numbers of smaller, regional-sized bank failures.continue to pay those dividends and reward
Does that mean that investors who are keen onshareholders with capital appreciation in their stock
achieving great profits should be investing in thevalue.
larger banks, like Citigroup, Goldman Sachs, WellsAs well, with consumer spending on the rise,
Fargo and so on? Not necessarily. Investors withmany of these financial services firms are poised
the right appetite for risk and with enough of ato experience long-term growth in the years to
long-term investment horizon might actually profitcome as people return to work and start
much more from some of those smaller, regionalspending more and more on credit. While the
banks.underwriting process might become more difficult,
Something that all investors who are interested indefaults will also be reduced; financial services
financial services should remember is that therefirms that are already reporting profits and
are several types of smaller banks. Some areshowing solid fiscal strength will only benefit from
heavily involved in real estate lending than othersthe failures of so many of their peers.
and depending on their geographic location, thisThe investor who is able to find the best and
could be an unfortunate business choice (in fact,"right" financial services firms among the many
of the four most-recent failures, three werenot-so-good firms will clearly profit substantially.
located in Arizona and Florida, two of theThe trick, of course, is to find which ones are
hardest-hit states in terms of real estate pricesdeserving of your investment dollars.
and unemployment).