Sanford Bernstein Analyst Brad Hintz tells Fast Money the next surprise could come from JPMorgan or Morgan Stanley . "They should do well in this environment," he says.
However don’t run out and gobble up shares of Morgan Stanley, just yet. Hintz also tells Fast Money that commercial real estate will probably be a problem for them.
It’s worth noting that analysts also attribute some of moves in bank stocks to "short covering," or the buying of stocks to cover misplaced bets that banks would fall when they post results this week. Short covering has played a large role in the surge in bank stocks over the past few weeks.
> Click here to read more about Goldman's earnings stunner!
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Trader disclosure: On Apr 14th, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Seymour Owns (AAPL), (BAC), (BX), (EEM), (FXI), (F), (PBR), (CSCO), (FDX), (TCK), (SWC); Syemour's Firm Owns (RIG); Terranova Owns (X), (KCE), (AMGN), (DELL), (IBM), (BP), (BRCM), (POT); Terranova Owns (DIS) Calls, (COP) Calls, (HES) Calls, (JPM) & (JPM) Calls, (INTC) & (INTC) Calls, (XOM) & (XOM) Calls; Adami Owns (AGU), (C), (GS), (INTC), (MSFT), (NUE), (BTU); Finerman's Firm Owns (AXP), (CSCO), (MSFT), (RIG); Finerman's Firm Owns (WFC) Preferred; Finerman's Firm Owns (BIIB) Call Spread; Finerman's Firm Owns (BAC) Preferred; Finerman Owns (BAC) Preferred; Finerman's Firm Is Short (MDY), (SPY), (USO), (BAC), (WFC), (BPO), (ERG); Finerman's Firm Is Short (MDY), (SPY), (USO), (BAC), (WFC), (BPO), (ERG)
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