david peltier is portfolio manager at thestreet.com. he is dave we're you're saying to the all big stocks are like jpmorgan. tell us a little bit more. >> i think it's important when you look at the first-quarter earnings season, the earnings in general were better than expected. what drove that, it was really the financial sector. not only were those easternings better than expected, but really you saw better growth in the financial sector than you did really in any other sector out there. >> susie: it looks like investors are have really lost faith in these stocks. now you have identified two that you like. let's take a look at the first one. huntington hvan, ticker symbol on the nasdaq, the stock was down today, why do you like that? >> well, first of all, huntington is a regional. i think the regionals like huntington and the secretary name we'll talk about are taking market share from some of these bigger banks like jpmorgan. first of all huntington operates in ohio and that region is growing faster than the rest of the economy. al