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

To: Paul Senior who wrote (53301)	2/3/2014 1:10:39 PM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78516

Purchased KO today. I lay no claim to this being a classic "Value" stock, nor a great GARP story. I do like the fact it's the dominant player in its industry, plus I like the dividend at 3%. I have found that 3% mark has shown some support, and I fully expect the dividend to go up from .28/q next declaration. I'm guessing it will increase to .30/q, which provides a 3.2% yield.

To: Paul Senior who wrote (53301)	12/4/2015 10:18:47 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78516

Purchased a starter in AVAL today, which is the leading bank in Columbia, with CIB being second. AVAL is better capitalized (higher Tier 1 ratio of about 10% compared to 8% for CIB) and has a better looking balance sheet (deposits are about equal to loans, while CIB uses wholesale funding to cover the shortfall (120% loan/deposit ratio). AVAL may be a bit more expensive by some metrics, but I think higher quality is worth some premium.