East West Bancorp Stock Discussion

Gerlinger advises regional bank investors to take advantage of today's discounted valuations. He predicts growth bank stocks like WAL and EWBC will gain market favor as credit and commercial real estate concerns diminish. Poonawala also anticipates potential boosts from macro themes such as regulations, M&A, and elections.

KBW is optimistic about East West Bancorp, Webster Financial, and Western Alliance Bancorp, citing potential gains for bank stocks post possible interest rate cuts. Smaller investor catering banks may stand out.