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

To: E_K_S who wrote (23313)	2/9/2006 8:57:01 PM
From: Spekulatius	Respond to of 78669

I still like C and I am holding onto my shares. i probably would add more at around 42$. Bull case: * Dividends are increasing * Attractive valuation * international business growing (now 45% of earnings) * leverage and risk decreasing * Diversity Bear case * Earnings stagnating * inverted yield curve bad for banks * Executives leaving I am in the bull camp for now at current valuations. i still hold my MHC S&L OSHC and ISBC, which i think are still attractively valued. I sold WHI after they had a news release about accounting issues. I think banks stocks are attractively valued for conservative and income oriented investors. in particular i have taken a look at USB which looks like a very well managed bank.