No banks right now but if this O&G play on frac sand interests you and you want to get something to buy and hold for your children or grandkids take a look at TPL. Its not a traders stock...purely long haul investment. You buy it - you stash it away.
The story on what this is is one of the most interesting situations on Wall St. Fascinating stuff.
The big move in bank stocks have now occurred. Select large banks like C still have some catching up to do.
Banks should be considered a "hold" if you have some in your portfolio. There are still some values in the community bank space. Personally, I have to replace FOFN.
I still have not owned this company. By not buying when 56Chevy brought it to our attention was probably a mistake. However, it ran up and then down. I prefer to buy businesses when they are down. Determining how low is low enough can be hazardous to one's portfolio.
I do prefer oil service businesses to small E&P companies. Several have made trips through Chapter 11. I believe oil prices have to stabilize above $50 for me to sink funds in oil or related businesses.