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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Justa Werkenstiff who wrote (10438)12/14/1999 1:02:00 PM
From: Trebor  Read Replies (1) | Respond to of 15132
 
TER price target raised from $50 to $57; stock is off $3. I picked up some at $43. Interested, Justa, or are you totally focused on your bank stocks?

biz.yahoo.com



To: Justa Werkenstiff who wrote (10438)12/14/1999 1:06:00 PM
From: Kirk ©  Read Replies (1) | Respond to of 15132
 
Good list, I like that sector for new money as well as profits taken out of the hot technology stocks...

My twist on your banks... add a few winners to the losers.

They may behave as the Techs did... the winners continue to attract funds while the losers continue to lose. Look at how LAM vs UTEK has performed or others in the sectors where doing really well is greatly rewarded. Joe B says he expects the present NAZ leaders to lead next year as well. This all tells me having SOME of the winners in a bank portfolio is wise.

I would like to add WFC and C to your list as well as the loser this yr BAC just for diversity. With Rubin at C, you have to like it for international growth.

finance.yahoo.com

Overall, XLF may be the call since it has winners AND losers (value and growth).

What do you think?



To: Justa Werkenstiff who wrote (10438)12/14/1999 3:09:00 PM
From: Les H  Read Replies (1) | Respond to of 15132
 
Golden West (GDW) is cheap also with forward P/E of 8-9 and rising earnings estimates. But as an S&L, it's still in the grips of the Fed.



To: Justa Werkenstiff who wrote (10438)12/14/1999 9:50:00 PM
From: Lars  Respond to of 15132
 
Justa,

>>>
** Justa's Juicy Bank Stocks **
>>>
Interesting. Not a bad idea. You are in good company. Wally Weitz of Weitz Value (WVALX) is rumored to be buying bank stocks.