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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (43087)6/27/2011 4:39:09 PM
From: Spekulatius  Read Replies (1) of 78813
 
re BK @24.68$- I added some again to my significant existing position. The stock has been a huge disappointment. My guess is that the current issues in Europe are creating a headwind for the stock that is not justified based on fundamentals. the issue with thick stock are earnings misses and lack of top line growth but they are more than reflected in the stock price.

Eventually this will become dividend stock if nothing else. they should easily be able to distribute 50% of their earnings since they don't need much capital to grow (if they grow) and their capital ratios look healthier than ever already.

Rising interest rates would be a big plus since they have a low cost float in their business that currently is not of much use, since interest rates are so low.
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