Well run firm seemingly available at or near current (written-down) book value. Management took rapid perceptional and practical measures to underpin stability. Mortgage portfolio reduced to only the highest quality assets; moreover, that reduction reportedly sold at only a +/- 5% discount to book. Bottom Line; Long term quality PRIME mortgage portfolio available on the cheap, provided one has a patient view.

An undervalued Sunbelt REIT which has dramatically realigned its commercial portfolio from retail and office to multi-family over the past twelve months. It should fair very well particularly considering the inherent reduced affordability of owner occupied residential single family in the rising mortgage rate environment.

A well managed and aggresive money center bank that knows how to make money through operations AND growth. GREAT fundamentals.

Wachovia is a relatively unrecognized money center sleeper that is in the Charlotte shadow of high profile Bank of America. There are a lot of profitable contributors in the pipeline there if one looks past the homey image. GREAT fundamentals.

One of these days it will recognize its HUGE undervalued book. I just know it will... some day... Hard to get killed here, too.

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Casto will "expire" and Cuba will realize its potential over time.