SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (24966)10/11/2006 10:08:59 AM
From: Spekulatius  Read Replies (2) of 78676
 
Third Avenue Fund apparently went into some partial S&L conversions (MHC). Blankmind brought those to this board and we hade a discussion about them a while ago in 2005.

VNBC is a very aggressive bank, their assets increased by 15x+ in 6 years and right now their leverage looks a little high. I conclude from this, that VNBC is a high risk situation. If they manage their risk well and loans stay current, stockholders will be amply rewarded.

I just bought another sleeper bank today. nice LT track record , decent valuation, demographics and a nice dividend and no analyst coverage:
firstnationallincolncorp.com
finance.yahoo.com

If i ever were to write a paper to disprove the efficient market theory, i would choose regional bank stock as a topic <G>.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext