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

To: Paul Senior who wrote (24966)	10/11/2006 10:08:59 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78863

Third Avenue Fund apparently went into some partial S&L conversions (MHC). Blankmind brought those to this board and we hade a discussion about them a while ago in 2005. VNBC is a very aggressive bank, their assets increased by 15x+ in 6 years and right now their leverage looks a little high. I conclude from this, that VNBC is a high risk situation. If they manage their risk well and loans stay current, stockholders will be amply rewarded. I just bought another sleeper bank today. nice LT track record , decent valuation, demographics and a nice dividend and no analyst coverage: firstnationallincolncorp.com finance.yahoo.com If i ever were to write a paper to disprove the efficient market theory, i would choose regional bank stock as a topic <G>.