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


To: Suma who wrote (19303)6/17/2004 6:39:12 PM
From: Paul Senior  Read Replies (2) | Respond to of 78667
 
Thanks, Suma. Appears expensive to me (p/book).

Best (price-to-value) I see is Dale Baker's pick of CIB. However, it being in Columbia suggests that if the stock is bought, there's a geopolitical risk, and that ought to be considered. (I allow for it by only making a small bet.)

All jmo, and I've been wrong many, many times.

Paul Senior
(Still holding others, including WM, C, BAC, NTBK, BPOP, BFCF)



To: Suma who wrote (19303)8/12/2005 6:08:39 PM
From: Paul Senior  Read Replies (1) | Respond to of 78667
 
Started an exploratory position today in NFB.

Bank location, history of dividend increases, current dividend yield, return on assets... are attractive.

Not sure if it's the right time in the business cycle to be buying these regional banks or specifically NFB, but I will try an exploratory position.

finance.yahoo.com



To: Suma who wrote (19303)3/12/2006 11:31:52 PM
From: Paul Senior  Respond to of 78667
 
Thanks for yout NFB mention here, Suma.

:>)