When it comes to financials that lend, don't go too far down the food chain. $DFS's charge-off rate this qtr was 3.65%. I wouldn't invest in any card issuer w/ higher charge-off rates. In order, best to worst, that gives us $JPM, $AXP, $BAC, $C, and $DFS

https://t.co/OimQx40UZE https://t.co/zFrgGsKG1j