Waiting for a market expert to recommend financial stocks? Wait no longer. Wendell Perkins has banks on his shopping list.
"There is an enormous amount of value in this market today," the chief financial officer of Optique Capital Management told CNBC. "If you have a stronger stomach, perhaps, in the short term, but certainly, we're looking at a longer-term opportunity in this market."
He sees many of those value stocks as severely oversold.
"Analysts have been dreadfully wrong about their negative calls so far on many of the banks," he said.
Asked to name names, he starts with one of the week's big winners.