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

To: Spekulatius who wrote (24051)	6/6/2006 2:22:40 AM
From: Carl Worth	Respond to of 78704

i agree on the cost of deposits, there's no doubt they are rising as the banks have to pay interest on most deposits, and as competition increases...by and large though, the banks seem to continue to grow their earnings nicely, almost regardless of what were declining interest rate spreads...since spreads appear to be improving, they should benefit further in coming months FBNW was bought out today, perhaps giving me a little more reason to be patient with banks, as i bought that one at the end of 2003, and it went nowhere for about two years, before finally paying off nicely over the past six months, culminating today with the buyout i may put half of the money into paul's TSY, but i need to listen to the conference call first an old thread non-favorite, WNMLA, may actually be attractive here now that it has pulled back to near 4, while its position in BXL has been thriving, and its gold fund should be doing very well...i bought a little today at 4.20 with a few bucks from the FBNW sell