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Strategies & Market Trends : Value Investing

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To: rllee who wrote (54032)	6/11/2014 2:16:37 PM
From: E_K_S	Read Replies (1) of 78652

Hi rlee I maintain a "Bank" watch list where I monitor GDOT. I still am skeptical of all the big banks and the quality of their balance sheets. Have sold everything since 2009 but was thinking of starting back a small position in this sector w/ a buy in NYCB below $15.00/share. Others on my list that might fit your "non-bank" theme are : OTIV, UEPS and ASFI. These were added to my watch list at some point in the past 3 years as possible value buys like GDOT. I owned UEPS where I followed Jurgis into the company. I was buying shares around $8.00/share but sold my position at/near $10.00/share. I have 16 companies in my Bank watch list. goo.gl GDOT w/ a trailing PE @ 25 and no divided would not be a value proposition to me. NYCB w/ their 6.35% dividend and 14.8 PE is interesting but I would like it at a lower PE. UEPS at a PE below 10 may be a buy but it would have to sell below $10.00/share. EKS

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