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

To: Asymmetric who wrote (44306)	9/11/2011 6:16:13 PM
From: Paul Senior	Respond to of 78595

Thanks for the BOH report. Fwiw, in addition to BOH, I hold shares in the following banks: WFC. A few shares to track. Following Warren Buffett with a buy. BNPQY.pk. I am led to believe its Greek/Italian debt exposure is relatively small, based on somebody's analysis of the bank's reported balance sheet items. Off-balance sheet exposure though is a concern. Perhaps a big concern. This is France's biggest bank. France won't let it go under. Otoh though, it's stock could still be halved or more. I'm holding just a few painful shares now. C. Another bank that could weather its, and the financial world's, troubles. If I can hold on, in three years stock price 'should' be higher. But who really knows? GBCI. I'm in below several recent insider buyers. finance.yahoo.com WASH. Its Wealth Management Services operation attracts me. washtrust.com CIB. My favorite way to play Colombia. A ltb&h. BAP. My favorite way to play Peru. Manages a lot of Peru's pension assets. (Maybe danger here though with new socialist regime.)