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Strategies & Market Trends : Value Investing
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To: Asymmetric who wrote (44201)9/3/2011 7:28:27 PM
From: Spekulatius   of 78748
 
re FNGN - too much of a premium to tangible book for me. I like to buy the regional banks at tangible book or less. Right now, I'd consider CMA more interesting. They really got whacked after the SBIB acquisition but I like that they are strong in Texas, which had an above average economy for quite some time.

However, except for some odds and ends, i have largely left the sector, but i do think that selected plays are becoming interesting again, but so are many other sectors and stocks now.
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