I’d look at the companies that are building up when others are paring down, says Guy Adami. For example, I like Jeffries (JEF) although right now I think the stock is ahead of itself.

In the financials I’m keeping an eye on Jefferies (JEF) and Greenhill (GHL), says Guy Adami. And I’m also watching Lazard (LAZ) and Raymond James (RFJ). They pulled back on Tuesday and I think it’s time to dip a toe.

As for Jefferies, Adami talks about it all the time. “They’re hiring when most are firing,” and that speaks volumes.

I’d look at Jefferies (JEF), said Guy Adami. Where everyone else is cutting they’re hiring. I think they set up well for the new Wall Street.

Look at Jefferies [JEF], says Adami. Their quarter was a disaster but they’re positioned for a rebound. When the world comes back together they should win.

Jefferies (JEF) was upgraded to market perform, Wachovia said. Cash equities business is performing well, and the investment from LUK should help provide a backstop.

From a recent Mad Money show: "Very well run but I'm not recommending any brokers. I'm done recommending brokers and hurting people."

From a recent Mad Money show: "Very well run but I'm not recommending any brokers. I'm done recommending brokers and hurting people. "

I think boutique investment banks are the winners, says Guy Adami. You can’t race after them but Lazard [LAZ], Greenhill [GHL] and Jefferies [JEF] have been hiring when the others have been firing. They’re getting back to basics and at the end of this, they should be on top.

Adami says Jefferies( JEF), Knight Capital( NITE) and Raymond James(RJF) will be the winners.