Tuesday April 20 - 5:30 AM

Although Goldman Sachs is likely to continue to be in the headlines over their SEC inquire related to sales of mortgage pools, investors would be better suited to focus on earnings - Goldman's and others. In the view of the members of the Gary Goldberg Financial Services Investment Committee, there is substantial "headline" risk to investors considering putting their money to work in financials. However, given that this type of short term price distortion can also provide a good entry point for patient value orriented investors, we believe the coming weeks may provide interesting investment opportunities. The key to us, is to look for companies (financials included) that are increasing top line revenue, have a good price to cash-flow ratio and are growing their custormer base. The combination of these catalysts along with a rebounding economy should help investors reduce portfolio risk.