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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (20008)	11/1/2004 9:33:41 PM
From: E_K_S	Read Replies (1) of 78659

Paul do you think C is too big to fail? Can you think of any litigation or negative announcements that may provide a buying opportunity? I like this sector in general and any well diversified portfolio should contain one or more banking stocks. One of my best investments many years ago(early 80's)was BofA at $5. This was during a period when the industry was having problems and BofA had some company specific problems management needed to resolve. They even allowed shareholders to buy stock each month at a 5% discount to the market during their 18 month restructuring. Can you think of any reason a Kerry victory might be negative for the banking industry (possible new legislation) in the next four years? Also, do you think Spitzer is finished with his probing into this bank? I think the market is discounting something and I am waiting for some market over reaction. Perhaps it's just due to the interest rate cycle and possible uncertainty of the election. EKS disclaimer - C is one of my top 5 holdings in my IRA account.

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