SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Joan Osland Graffius who wrote (16875)4/16/2003 10:45:56 PM
From: Spekulatius  Respond to of 78523
 
<< I have puts on the regional bank holder - RKH. <g> >>
What is the rationale for your bearishness on regional banks? I do notice that for some banks the credit quality has been going down while other seem to do just fine. A small bank with a PE of 11 and a 4%+ dividend yield, earnings growth, no major credit problems and located far away from bubble centers seems to be likely to outperform the market.