Banks and Miners

One moment, many 'experts' came out saying go underweight in banks and miners; too many bad factors and they, especially the banks are overpriced and commodity prices will take a while to recover.

And then, suddenly, another group (GS) comes out to say the opposite!  Soon, more lemmings will follow.  In the meantime, I only look at whether people are dumping banks or financial stocks and pick them up if their dividend is not adversely affected by the economy.