Bruce Berkowitz of Fairholme Capital Management recently spoke at the Morningstar Investment Conference and Bloomberg was there to snag an interview. In the video below Berkowitz discusses his views and holdings in financial stocks such as BofA, Goldman, etc. While Berkowitz's performance has been less than stellar year to date - but over time he has proven his worth - I am starting to think he might be right on these in the long run. Gratned my trader gut says we are apt for continued weakness in the market until the fall.
It is also worth noting that Michael Price shares this bullish view on Goldman and financials in general.