I like transaction-oriented companies like Capital One (COF) and Visa (V) and MasterCard (MA), even Discover. The government stabilized the economy, so I don't think transactions are going to fall that much. I'm also a fan of credit collectors like Portfolio Recovery Associates (PRAA). I think we've had north of $3 trillion of loans written off in the U.S. James Swanson is chief investment strategist of MFS Investment Management, which offers more than 60 mutual funds pursuing a range of strategies.
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