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Strategies & Market Trends : Value Investing

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To: gcrispin who wrote (28017)9/7/2007 11:39:49 PM
From: Spekulatius  Read Replies (2) of 78702
 
Decided to buy some AIB despite Irish housing woes. Cheap valuation. Valuable but nonstrategic stake in MTB that could be liquidated (value equal to 10% of AIB market cap).

biz.yahoo.com

I like their Polish business - now 12% of their operating profit but growing 37% YoY - a nice growth platform going forward.
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