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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (16871)	4/16/2003 10:21:29 PM
From: Larry S.	Respond to of 78957

I think the smaller regional bank sector is extremely attractive. I have invested in the FBR small cap financial fund FBRSX, which has a very impressive track record. some other funds in the small bank sector, which also have done very well are:BANCX (Diamond Hill Bank and Finance) BURKX (Burnham Financial), HSSAX (Emerald Sel Bk), and SENBX (Senbanc Hilliard). I feel more comfortable with the fund approach in this sector. Larry

To: Spekulatius who wrote (16871)	4/16/2003 10:29:21 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 78957

Spekulatius, I have puts on the regional bank holder - RKH. <g>

To: Spekulatius who wrote (16871)	4/17/2003 12:58:18 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78957

Yes, I like regional bank stocks too. I'm trying to find some with niche market businesses that might not be so devastated if they had to compete directly with large money center banks. I've mentioned, for example, BBX and BFCFB.ob (big in Florida), PUBB (focus on Korean-Americans), CYN -Ouch! Earnings miss today :>( (targets wealthy California and NYC customers). I don't follow the ones you mentioned. Sometimes regional banks, if they stick to their area of expertise, can compound profits in a slow, but otherwise satisfactory way for their stockholders.

To: Spekulatius who wrote (16871)	8/23/2003 2:04:08 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78957

Thread: Update on small bank stocks: Recap: Looks like discussion here in April coincided with the beginning of a move in the sector: All of Speulatius's picks have moved up: finance.yahoo.com Suma's pick of RSLN also rose: finance.yahoo.com Larry S's choice of sector fund FBRSX also climbed: finance.yahoo.com Spekulatius cautioned and questioned a poster's reasons for buying puts on RKH. I don't know how the puts were structured back in April, but the chart of RKH shows RKH mostly moving up, not down: finance.yahoo.com Currently: Positive article by Forbes now out on small banks: forbes.com Small stocks mentioned: finance.yahoo.com The stocks all look too expensive to me as buys now. I'm attracted to BDGE because of its high roa and roe. Don't understand why its performance is so good. Maybe if I knew more about its business arena, Bridgehampton, NY. Also like high roa and roe for PCBC. I understand its geographical operating area (Santa Barbara and environs) in a high money ($$$ real estate) demographic. Comments about these stocks or others in the sector are welcome. Paul Senior fwiw, I'm holding BBX. (I've mentioned it here a couple of times.) I added recently to my position in BBX's controlling entity, BFCF. I also have shares in the 'b' class: BFCFB.ob.