Lehman Brothers Holdings (LEH)

BUY
Investment banking is back. Very high-margin business. Very attractive valuation. Likes Morgan Stanley, Goldman Sachs, Bear Sterns and Lehman Bros.
TOP PICK
Leveraged to an expanding economy. Aggressive and well managed.
BUY
Expect a pause in the growth. Good long term. Possible take over candidate.
BUY
This and Goldman Sachs are two favourite brokers.
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