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To: mod who wrote (4038)5/12/1998 12:23:00 AM
From: Brendan W  Respond to of 78822
 
Dennis, thank you for your Greenpoint suggestion. I've already got 25% of my net worth tied up in financials (and I've got a list of companies I'm waiting on valuations to add (Schwab, AIG, AXP, Lehman, State Street, etc). Any other sector I'd be delighted. The cash EPS number looks pretty good.



To: mod who wrote (4038)5/12/1998 12:33:00 PM
From: Brendan W  Respond to of 78822
 
Lehman has a research report on Greenpoint Financial (GPT) dated 5/5 FYI here:
lehman.com