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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (19586)	8/23/2004 2:54:41 PM
From: Paul Senior	of 78754

Eric Strohmeyer. Well, I have NYB and ABS also, and I'd also consider adding more if prices dropped back under 20. I missed JCP and S and sold JCP too soon - before it turned around. I'm not aware of any hidden values with any of the bank stocks I'm watching. My favorite "regional" now on a straight price/value basis (i.e. ignoring geographic specific risk) is Dale Baker's pick of CIB. I've added to a position in BFCF at higher prices; it's a holding company where I hope the parts held are worth more than BFCF stock. (A big holding of BFCF is Florida regional bank, BankAtlantic (BBX), another stock discussed here when its price was much lower. BBX is expensive now imo, and if BBX price should come down that might also change (worsen) the value proposition for BFCF.) Anybody else here have regionals they like now at current prices? finance.yahoo.com

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