Polini lowered his rating for Dime Community Bancshares ( DCOM) of Brooklyn, N.Y., to "Underperform" from "Market Perform," while leaving his 2012 EPS estimate of $1.20 and his 2013 EPS estimate of $1.15, unchanged.
Morgan Stanley leads the banks, while Kirkland & Ellis tops the law firms.
The online payments giant's deals with payment card giants are growing its customer base and spending activity. Deals with banks and tech giants could provide a lift going forward.
Ignore these large-cap breakouts at your own peril.