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

To: Paul Senior who wrote (27538)8/1/2007 11:50:55 AM
From: E_K_S  Read Replies (5) | Respond to of 78717
 
Hi Paul - The money center banks and S&L's are getting hit again. WM is back in my buying target zone. I believe the yield is over 5.8% now. The stock went xdividend July 27th. I am going to hold off for a few days to see if there are any more surprises but plan to add something in this group to the portfolio.

RAS is now down over 20% and they have their earnings conference call after the close. It appears that the market is over reacting and hitting the group as a whole rather than to their specific exposure to their sub-prime debt.

Can you share a few names in this group from your research that have no or little exposure to sub-prime paper and has been beaten down with the overall group?

EKS



To: Paul Senior who wrote (27538)8/1/2007 2:09:50 PM
From: Suma  Read Replies (4) | Respond to of 78717
 
Paul do you have any BAM... Might be a good time to add.
I like ACAS very much.

Have you watched that one stock I brought here. CMG... New high today.

Also CROX and PNRA.. They seem to be stalwarts. Sorry I didn't buy them.. I did not have the funds but thought some of you here might take a few shares... Did anyone ?


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