"There's opportunity here in front of the Visa Europe deal, which will be accretive to earnings," Stephanie Link, Managing Director & Portfolio Manager at TIAA Global Asset Management, said. She also pointed to strength in the company's long-term business model, and high margins, as additional reasons behind her decision.
Jim Lebenthal, Lebenthal Asset Management, also voted in favor of Visa – based on the positive trade-off from less legal headwinds.
"Visa is a solid play on rising consumer sales plus, JP Morgan still has a lot of regulatory issues facing it," Lebenthal said.
Jon Najarian, Najarian Family Advisors, saw the near-term contest between the two financial companies as more evenly matched but ultimately decided on JP Morgan due to the bank's management team.
The day's second matchup, between Boeing and Berkshire Hathaway, saw our panel split in yet another 2-to-1 decision – sending the airplane manufacturer ahead to the "Final 4".