Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: Haim R. Branisteanu who wrote (16773)	4/17/1998 6:55:00 PM
From: Bonnie Bear	Read Replies (2) of 94695

Besides brokerage stocks, I like microcap banks- FBRSX is a good fund for this sector. Every little mom-and-pop local bank can derive revenue from the stock market now....I think 25%...seems like they'll find a way to cater to their local clientele. I can still find real value in this sector- banks selling at book value and 3-5% dividend with good earnings growth and lots of room for consolidation.

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