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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (28016)10/19/2007 9:36:17 AM
From: Spekulatius   of 78746
 
I have sold of my WB and some smaller regional bank positions yesterday after reviewing the weak results from BAC. it looks like the credit quality deterioration is working it's way from the fringes to the core.

I think from the financial stock group, CIT may be a good bet. they got rid of most of their mortgage portfolio and commercial lending is still strong.
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