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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (21137)8/12/2005 2:14:39 AM
From: Spekulatius  Read Replies (2) of 78710
 
Bought back again into BFCF at 7.15$ Discount to NAV is around 30%. I like the BBX and the BNHN holding but could do without the LEV. BBX looks pretty reasonably valued at this point - they are doing a tremendous job growing the Florida franchise with good margins and strong deposit growth. A 15% discount to NAV for a holding company is OK but a 30% discount appears too high. I am for a starter position. Sometimes Dale's discards work out OK:-).
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