City Holding (CHCO-Q)

A regional bank, primarily out of West Virginia, with about 85 branches. They open a handful of branches every year, pretty much focused on day-to-day banking. He likes how the US consumer looks at this point, and this bank tends to benefit from that. Dividend yield of 2.6%. (Analysts’ price target is $71.)

(A Top Pick Nov 20/15. Up 39.02%.) This is a meat and potatoes regional bank and has participated in the Trump rally. Great balance sheet. Pays a good dividend.

Well-managed regional bank that exhibits slow, steady and controlled growth. He sees the greatest opportunity with the US consumer. Likes what they are doing and where they are at. Not cheap, but not expensive either. Trading around 15X price/earnings. Dividend yield of 3.28%.

A regional bank. It has 82 branches and $3.5 billion in assets, and is located in a geography that he likes, the Washington area, which has a lot of stability with the government being there and stable employment. Close to 3.5% dividend yield.