Question #1: Brent from New York has a question about the grocers. Grocery stocks like Safeway (SWY) and Kroger (KR) have been on a tear the last year with gains of 50% or more. Is there further upside potential in this sector?
Jeff Macke thinks Brent can be long the grocers. "That’s a great way to be involved with retail right now," he says. He particularly likes Safeway and Kroger, and adds stay away from Whole Foods (WFMI).
Question #2: Tayler from Ohio asks, with the flat yield curve, would the guys look to get out of regional banks like Fifth Third Bank (FITB) and into large money center banks like JP Morgan (JPM) and Citigroup (C)?
Tim Strazzini prefers the money centers like JP Morgan and Citigroup, with Morgan Stanley (MS) coming in a close third. Of the regional banks, Tim happens to be bullish on Fifth Third Bank, but that’s one of the only names in the regional space he would own.