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

To: blankmind who wrote (20875)	3/13/2005 10:44:48 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78475

Blankmind: Well, here we go again as to what is the correct book value number for these banks. I'll continue to hold CSBK, might add to the others since there was lots of insider buying when the banks were demutualized, and for a couple of those banks, the stock price currently doesn't seem that far away from those insider open market buys. As regards, "I'm batting a 100%" - I'd have to see your entry and maybe exit points for your pick of HCAR.

To: blankmind who wrote (20875)	3/14/2005 4:52:34 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78475

blankmind, okay, I've taken a few shares of KRNY and added a bit to my losing position in CSBK. I figure maybe a two-year holding. finance.yahoo.com

To: blankmind who wrote (20875)	3/14/2005 5:18:52 PM
From: MCsweet	Read Replies (1) \| Respond to of 78475

Book values, Paul alluded to a prior conversation about book values. I'm sorry I missed that, because all the bank book value numbers you quote look inflated to me, even if you factor in the IPO money. Could you explain how you get your numbers ot refer me to a prior post? Thanks MC