Whenever anyone finds out what I do for a living, their first question is always: "So what stock should I buy?". I don't mean I get asked this question a lot. I mean I get asked it every single time. It is the equivalent of that one - and only one - question that novelists get asked: "Where do you get your ideas?" That would be a better question to ask an investor. "Where do you get your ideas?" is a pretty good conversation started. "Which stock should I buy?" is usually a conversation killer. But I discovered something odd recently. I was somewhere where I was getting asked that question over and over again - not at all unusual - and realized I was answering it. "So what should I buy?" They would say. And I'd hear myself saying: "Banks." I can't remember this happening much. I mean, back
