David Dietze of Point View Financial Services sees light at the end of a long, dark tunnel.
"I'm looking at the stock market, which has just had its worst January in 113 years; that's terrible, but I'm also looking at a much bigger market, which is showing remarkable signs of life," he told CNBC. "...What brought us down, which was the freeze-up in credit markets, is starting to thaw."
He's cautiously optimistic about financial stocks.
"With financial stocks down 26 percent in January, after being down about 45 percent in 2008, you've got some record valuations," he said. "Look for companies that have good market shares, good relations with the government, that are well-managed, and with a reasonable time frame, you're going to be all right."
Dietze likes Goldman Sachs , and that's not all.