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To: MonsieurGonzo who wrote (3212)7/10/1998 8:52:00 AM
From: Berney  Respond to of 11051
 
MG

Isn't that a pretty chart! I've got Morningstar's Principia. I'll see if I can get it for both of us! I'm convinced that this is the place to be for the balance of '98. CNBC indicated yesterday that the regionals are supposed to have good earnings, targeted for mergers, no exposure to Asia, etc.

Berney



To: MonsieurGonzo who wrote (3212)7/10/1998 12:56:00 PM
From: Berney  Read Replies (2) | Respond to of 11051
 
MG Re: Regional Banks

Fidelity Sel has a pretty concentrated portfolio. The top ten holdings, comprising about 47% of the fund, are: BAC, US Bancorp, NB, Bank of NY, Wells Fargo, Banc One, First Chicago, Norwest, American Express (??), and Comerica.

John Hancock (my favorite) Regional Bank's top ten are: North Fork, Wash Mutual, PNC, Charter One, Norwest, First Tenn, First Chicago, Crestar, First Commerce and NB.

Later,

Berney


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