Bove vs. Whitney, Mayo

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Richard Bove, a media fixture these days, has turned much more bullish on the banking sector than some of his bigger-name peers. Compared to the likes of the more pessimistic Meredith Whitney and Mike Mayo, Bove believes that loan loss reserves will not have to be hiked nearly as much by big banks, according to CNBC

In addition, he's not betting on another higher-than-expected wave of write downs on toxic assets. He also notes that big banks are acquiring more deposits at very low cost. For now, he's especially bullish on Wells Fargo, JPMorgan Chase and Goldman Sachs. 

For more:
- here's the CNBC article

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