I think this year could be a good one for U.S. banks. Between cheaper funding and fixed-asset repricing, the outlook for interest margins and pre-provision income growth looks decent. Couple that with resilient credit trends and improvingI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK ...