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Strategies & Market Trends : Value Investing

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To: Carl Worth who wrote (26732)	5/4/2007 1:52:53 AM
From: Spekulatius	Read Replies (1) of 78751

Regarding BAC - yes I am aware of the acquisition issue but the Lasalle acquisition would be comparatively small, not much larger than the recent acquisitions C has in the works. C recently got a boost when they showed better than expected revenue growth numbers. I think one of the underlying reasons for BAC relative underperformance may be a fear that they somehow still get caught in the subprime mortgage mess. I think the chances are quite small, and C's mortgage portfolio (even though it's much smaller than BAC) does look worse than BAC from a quality perspective. Anyways, the market thinks one way, and I think the other. Given the choice between C and BAC, I am buying BAC right now but I really like them both.

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