How to Pick the Right Stocks for Your Business

Some of the small midcap banks that have gotten crushed because a lot of people threw the baby out on the bathwater, we held onto them. Glacier Bank in East West Bank or both down around 20%. But now they're up 20% so far this month because their balance sheets are clean. They didn't get over their skis in terms of their loans and that's stock picking. So you don't have to just throw out all the banks with the bathwater. You have to kind of roll up your sleeves and do the work and find the good ones.