Following his style produces a big chunk of financial services stocks.

Bank, insurance and financial services stocks accounted for about a quarter of the portfolio at last report.

And then they will be heavy in financial services stocks.

But financial services stocks, which are equally sensitive to fluctuations in interest rates, did much better.

Both men say they like financial services stocks now.

And each has a large stake in financial services stocks, which took a pounding.

In what was generally a good day for financial services stocks, shares of Merrill rose $4.88, to a record $80.

At the end of 1990, financial services stocks dropped precipitously.

Meanwhile, financial services stocks are selling at bargain prices, he says.

But it was a very good day for brokerage firms and financial services stocks.