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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (16871)	8/23/2003 2:04:08 AM
From: Paul Senior	Read Replies (2) of 78516

Thread: Update on small bank stocks: Recap: Looks like discussion here in April coincided with the beginning of a move in the sector: All of Speulatius's picks have moved up: finance.yahoo.com Suma's pick of RSLN also rose: finance.yahoo.com Larry S's choice of sector fund FBRSX also climbed: finance.yahoo.com Spekulatius cautioned and questioned a poster's reasons for buying puts on RKH. I don't know how the puts were structured back in April, but the chart of RKH shows RKH mostly moving up, not down: finance.yahoo.com Currently: Positive article by Forbes now out on small banks: forbes.com Small stocks mentioned: finance.yahoo.com The stocks all look too expensive to me as buys now. I'm attracted to BDGE because of its high roa and roe. Don't understand why its performance is so good. Maybe if I knew more about its business arena, Bridgehampton, NY. Also like high roa and roe for PCBC. I understand its geographical operating area (Santa Barbara and environs) in a high money ($$$ real estate) demographic. Comments about these stocks or others in the sector are welcome. Paul Senior fwiw, I'm holding BBX. (I've mentioned it here a couple of times.) I added recently to my position in BBX's controlling entity, BFCF. I also have shares in the 'b' class: BFCFB.ob.

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