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

To: RWS who wrote (32170)	9/26/2008 10:55:57 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78712

I am not really an expert in banks, I am mostly getting into strong ones based on other expert opinions. Buffett owns large chunks of USB and WFC and a small chunk of BAC (which may not be a vote of confidence), so I am comfortable with these. BCS - I could take a look though foreign banks are even tougher to analyze for me. At least with American ones you get all the SEC fillings, even if they do not necessarily disclose what stuff is on the balance sheets. With foreign ones, I'd need to dig to find all that info. Not something I am excited about, but I may try to look at BCS when I have time. :) Sorry for not very helpful answer. :) Edit: Short look at gurufocus.com and gurufocus.com shows that their performance is worse than WFC on almost all counts: ROA, margins, Debt/equity, etc. Though WFC is arguably expensive here and I did not look how expensive BCS is yet.