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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (35405)	10/16/2009 12:39:39 AM
From: Spekulatius	of 78830

re Regional BANK stocks. I am slowly deploying funds in the sector. I understand that the big guys are doing better trading stuff than the small guys actually lending but still the dispersion in performance seems too large lately. Everything RE related has been going up by huge amounts so why not those holding the senior debt? My plan is to make a significant sector bet, because i believe that the small regional banks are going to benefit as well if indeed this recovery is for real. I plan to allocate about 20% of my portfolio to this bet, maybe more if i found good targets. My plan is to buy a bunch of small cap bank stocks over time (next 6 month) that are profitable, with decent equity ratios and credit quality and trading below tangible book. Plenty of these critters around that nobody seems to care about. Most trade on appointment so are too small to mention even on this board, at least not before I have established my position <g>. The valuation differences in the small bank group are nothing but amazing, again efficient market at work. I'll buy the numbers not the chart, as usual.

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