The Regionals: A Tougher Slog for the Smaller Banks

The regionals might have more of a delinquency issue, right? Especially on the commercial. Wells Fargo really up their amount of reserves they put against commercial real estate loans. Thermo Fisher gets about 75% of the revenues from consumables. It's going to get used up. Craft Pines, again, food company, very low valuation, high dividend. And lastly, small caps are extremely cheap relative to the large.