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

To: dealmakr who wrote (42765)	5/22/2011 12:02:53 PM
From: Spekulatius	Respond to of 78749

re Banks. I was not aware of a trust problem regarding CHMG. I'll read up on that in the filings, thanks for the hint. I know AROW and FRAF.OB. I agree that AROW is a tight ship but it is a little bit expensive. Since the provisions for NPA are already very low, I see limited upside to earnings, unless they can make an accreditive acquisition. I have FRAF on my watch list and owned it for a little bit. I sold, because I am somewhat concerned about their large land and construction loan portfolio (~135M$ or ~2x their capital). While it appears to be holding up, I do believe it is major concern.