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The Single Biggest Catalyst for Bank Stocks

By David Hanson and Matt Koppenheffer - Apr 20, 2013 at 9:39PM

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This one catalyst is going to be the biggest driver of bank stocks in 2013.

In this video, Matt Koppenheffer and David Hanson discuss the big catalyst for bank stocks. David makes the case that it will be business spending that propels bank revenues, as Big Business is sitting on a pile of cash that needs to go somewhere, and business banking is a higher-margin business than consumer or real estate business. For example, most of the rebound in real estate has been from mortgage refinancing, not a big-margin activity. No doubt new mortgages will help, David says, but the money for bankers is in Corporate America.

Check out the video for more details.

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Stocks Mentioned

Bank of America Corporation Stock Quote
Bank of America Corporation
$35.65 (-0.61%) $0.22
Wells Fargo & Company Stock Quote
Wells Fargo & Company
$43.29 (-1.21%) $0.53

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