Bank of America (NYSE: BAC) and Goldman Sachs (NYSE: GS) have been great stocks to own over the past year, and both companies were trading higher in early trading today. However, investors who purchased shares at the beginning of 2011 have undoubtedly been disappointed as both stocks have significantly lagged the market.

In this video, Motley Fool banking analysts David Hanson and Matt Koppenheffer discuss these two companies and why shares might not be overheated today.

Is the legal-monkey off B of A's back or is there more yet to come? With significant challenges still ahead, it's critical to have a solid understanding of this megabank before adding it to your portfolio. In The Motley Fool's premium research report on B of A, analysts Anand Chokkavelu, CFA, and Matt Koppenheffer, Financials bureau chief, lift the veil on the bank's operations, including detailing three reasons to buy and three reasons to sell. Click here now to claim your copy.

David Hanson owns shares of Goldman Sachs. Matt Koppenheffer owns shares of Goldman Sachs and Bank of America. The Motley Fool recommends Goldman Sachs. The Motley Fool owns shares of Bank of America. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.