John Burke Keycorp KEY-N TOP PICK Aug 22, 2016

Believes it is the 5^th largest bank in the US. Has a nice dividend yield of 2.7%. Very strong in commercial lending as well as business lending, and works with consumers. Has very good relationship management with communities in the Midwest. It really makes sense to buy a company like this. There will be more integration and more acquisitions within banking.

(A Top Pick Aug 22/16. Up 36.98%.) If you are bullish on a sector, and you are right, you are going to do better on the smaller and mid-cap names.

Recently hit a 10-year high. They did an acquisition of another bank recently that is going very well. He generally doesn’t like bank stocks, but if he is going to buy one, this is one he does like. This is not for the faint of heart, there is a lot of risk in stocks like this.

(A Top Pick Aug 22/16. Up 54.49%.) A small-cap bank. If you are risk averse, he would advise you to get out of the stock. If not, the story is still good. Thinks there is still some upside, especially if interest rates go up.

It just missed earnings and lowered its full-year guidance. But it still rallied 12%, because it had fallen so much in the spring regional bank crisis.

It's on her watchlist. She's keen to see next week's bank earnings and is bullish banks. KEY has been underperforming big. It reports Jan. 18.

They're in expansion mode, not sell, though he has no problem with their 4.5% dividend yield.