Ahead of a huge week for financial earnings, these two names stand out

With a flurry of financial earnings coming next week, one market watcher is naming two stocks investors should consider.

Strategic Wealth Partners' Mark Tepper likes J.P. Morgan and BlackRock, which report earnings next Friday morning. Wells Fargo and PNC Financial also report earnings that day.

Here are Tepper's takes on the stocks:

A 'Dimon' in the rough

• Interest rates are rising, and that should bode well for bank net interest margins.
• The bank is streamlining operations to focus on core businesses and digitalization.
• Consumer strength and optimism among business owners should prove positive for commercial and industrial loans.

The trendsetter

• BlackRock is set to capitalize on the two biggest trends in asset management now.
• Money is flowing out of mutual funds and into exchange-traded funds; BlackRock has a huge footprint with iShares products.
• Money will continue to flow out of low-fee bond funds and into higher-fee stock funds.

BlackRock surged 35 percent in 2017, while J.P. Morgan rose 24 percent.

Vote
Vote to see results
Total Votes:

Not a Scientific Survey. Results may not total 100% due to rounding.

Videos

Trades to Watch

Trader Bios

About

Trading Nation is a multimedia financial news program that shows investors and traders how to use the news of the day to their advantage. This is where experts from across the financial world – including macro strategists, technical analysts, stock-pickers, and traders who specialize in options, currencies, and fixed income – come together to find the best ways to capitalize on recent developments in the market. Trading Nation: Where headlines become opportunities.

Michael Santoli

Michael Santoli joined CNBC in October 2015 as a Senior Markets Commentator, based at the network's Global Headquarters in Englewood Cliffs, N.J.  Santoli brings his extensive markets expertise to CNBC's Business Day programming, with a regular appearance on CNBC's “Closing Bell (M-F, 3PM-5PM ET).   In addition, he contributes to CNBCand CNBC PRO, writing regular articles and creating original digital videos.

Previously, Santoli was a Senior Columnist at Yahoo Finance, where he wrote analysis and commentary on the stock market, corporate news and the economy. He also appeared on Yahoo Finance video programs, where he offered insights on the most important business stories of the day, and was a regular contributor to CNBC and other networks.

Follow Michael Santoli on Twitter @michaelsantoli

Read more

Connect