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Strategies & Market Trends : Value Investing
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To: Suma who wrote (19303)6/17/2004 6:39:12 PM
From: Paul Senior  Read Replies (2) of 78683
 
Thanks, Suma. Appears expensive to me (p/book).

Best (price-to-value) I see is Dale Baker's pick of CIB. However, it being in Columbia suggests that if the stock is bought, there's a geopolitical risk, and that ought to be considered. (I allow for it by only making a small bet.)

All jmo, and I've been wrong many, many times.

Paul Senior
(Still holding others, including WM, C, BAC, NTBK, BPOP, BFCF)
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