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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (27314)7/17/2007 11:33:28 PM
From: Spekulatius  Read Replies (1) of 78628
 
regarding Banks - yes bank spreads have been narrowing and there is also a risk that credit quality will deteriorate. We have seen some of that in USB report (credit quality for USB was Ok but the narrowing spreads took their tool). i believe however that the valuations are so low that smaller disappointments are already baked in, so unless the bottom falls out of mortgages on a grand scale, Bank stocks should do OK.

I am more concerned about stocks like CBF, which need to invest in riskier loans to earn a reasonable return. in fact today I reduced my position in this stock y 50%, because i am concerned about a fallout like ACA.
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