Oppenheimer's Brian Belski was bullish earlier than many of his peers, and now he's sounding...

|About: Bank of America Corporation (BAC)|By:, SA News Editor

Oppenheimer's Brian Belski was bullish earlier than many of his peers, and now he's sounding more cautious, looking for laggards that might outperform as the market’s broad gains give way to a more uneven performance. Bank stocks - BAC, GS, JPM, BK - are among his favorite bargains, along with CSCO, MU, WDC, EXPD, KSS, GT, IP.