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

To: Kirk © who wrote (10441)12/14/1999 2:03:00 PM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 15132
 
Kirk: No problem with Citigroup or Wells Fargo. I have been looking at WFC and would like to get it at $38-42. Your point about bank quality is well taken. ONE and FTU have had problems but I think they are by and largely discounted and the yields are sweet. But the larger catalyst is the sudden and immediate creation of an acquisition environment which did not exist in the semi-equip sector. P.S., look at the insider buying at ASO and WM.


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