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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (55617)	7/4/2015 6:05:21 PM
From: Graham Osborn	Read Replies (1) of 78628

Thanks Jurgis, I intend to scrutinize these carefully. Having burned through a pile of net-nets my next task is to try and find a few decent banks/ insurers. Congrats on the buy on BNKJF, hope it works out well for you. I have a limit order in at 2.30 and I'm really (really) hoping it gets down to 2.00-2.10. No matter for the investor with time frame 1-2 years I expect. There was a nice article a few days ago in WSJ noting how federal regulators have noted bank overexposure to O&G with poor credit ratings. If we stay quasi-60 and credit tightens I'd imagine some sector-wide discounting will ensue. With bets like BNKJF and TGA this should just be a buying opportunity. That's my hope anyway. Happy 4th! Graham

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