As Financials restart dividends or Share Buybacks, Mutual Fund Managers might want to get a headstart.

Buying FInancials now is a gamble that Mutual Fund Managers want a headstart in buying FINANCIALS at ridiculously low prices.

This is the only chance that Fund Managers can grab hold of cheap financials stocks which will start paying high yield dividends in the future.

Banks that are expected to increase dividends early next year are WFC, JPM and USB. BAC will most probably increase its dividends by the end of 2011.

GS is expected to maintain its dividends and perhaps buy back its shares.

The mortgage crisis is coming to a bitter end. House prices might have already seen its bottom as evident from the improving trend.

Foreclosure might have increased slightly, and the mess related to it has slowed down housing sales. We have seen housing starts declining (at least it prevents oversupply of new homes).

I see a bright future for most financials. They have better capital structures and would be able to fight any further crisis.
Bank failures are declining each day. This is the rise of FINANCIALS. It will begin really soon. And we want to have a headstart.

Traders will start to bid up the prices once more economic news show that the JOB market is getting so much brighter and that the housing mess was overblown.

The disappointing FInancials stock prices were depressed by the fact that John Paulson, Tepper and friends have cut down on their financials holdings in favor of other riskier assets.