Strictly: Drilling and oil-field services Message Board

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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Crimson Ghost who wrote (30233)	10/1/1998 10:35:00 AM
From: SliderOnTheBlack	Read Replies (1) of 95453

George C & R Blatch.... financials George....you may be misunderstanding; Buy S&L's now; averaging in (not a lump sum move)- on this current selloff; they have ZERO exposure to hedge funds, foreign currency or loans. They are selling below book value, in a sector where book value actually means something ! They are on a historically proven rollover. There is rampant consolidation and takeovers. Huge insider buying is taking place. Anything in the mid-small cap arena in California (SF or LA) NewYork state, the east coast or Florida is ripe. This is the safest high return investment in 20 years imho. Read James Cramers articles of late on the S&L's - this IS one of his specific areas of expertise... I would be a buyer of TRV CCI etc. and regional banks soon; off of the end of the FED move and only after the smoke has cleared on International exposure and all the hedge fund exposure is out... Big caps WAMU AHM mid -small caps; RSLN SVRN ( two best imho); BKUNA ASFC GAF CASH HMNF MTXC BVCC and a tremendous speculative play BPLS. ... run a scan for S&L's under bookvalue and do your homework... good luck - here's a good start. biz.yahoo.com

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