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Strategies & Market Trends : Z Best Place to Talk Stocks
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To: Larry S. who wrote (16193)9/8/1998 8:33:00 AM
From: tom pope  Read Replies (2) of 53068
 
Larry, nice list. My only caveat would be that regional banks with credit card exposure may be vulnerable if the consumer is affected by any recession down the road. One of the pieces in Barron's this week mentioned this, including the point (how valid I don't know) that some credit card borrowers are effectively kiting - using new credit card offers to pay off balances where they are at the limit. Should banks start to rein in their marketing, this could turn out to be a house of cards.
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