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

Rebecca Ungarino
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

(NYSE: JPM)

and BlackRock

(NYSE: BLK)

, which report earnings next Friday morning. Wells Fargo

(NYSE: WFC)

and PNC Financial

(NYSE: PNC)

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.

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

(NYSE: JPM)

and BlackRock

(NYSE: BLK)

, which report earnings next Friday morning. Wells Fargo

(NYSE: WFC)

and PNC Financial

(NYSE: PNC)

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.



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