All of a sudden, financial stocks are finding their way back into the investment dialogue, and Jordan Posner of Matrix Asset Advisors is an investment professional who has a lot to say.
He's divided financial companies into two categories, the ones that are transparent and the ones that are not.
"There's good opportunity in both," he told CNBC. "The easier investment case to make is for those that are more transparent."
Among the more transparent companies, Posner likes Bank of New York Mellon and American Express.
"They have much simpler business models, much less of a 'black box' in terms of toxic assets, than the larger, conventional, universal banks," he said.
Among the less transparent companies, Posner said he still owns Bank of America, JPMorgan Chase, and even Citigroup.
"We think that, structurally, the industry has changed, and that if you have any kind of a long-term investment horizon, there's been a bottom put in under these companies in terms of the capital contributions and protections by the federal government," he said. "They are going to survive."
Posner says the GE Capital arm of CNBC.com parent General Electric is somewhere between transparent and opaque.
"The bulk of the business is a very simple financing business for their industrial businesses," he said. "...There were issues concerning the credibility of the company long-term because they had $90 billion worth of commercial paper; that's been resolved."