From Barrons 5-21-07 "Two banking operations that fit Ellison's description are Cullen/Frost Bankers (CFR) in Texas and Seacoast Banking (SBCF) in Florida. In both cases, the shares have dipped after prolonged gains that some investors believe will resume once the economy picks up and the extent of recent real-estate problems is better defined. San Antonio's Cullen/Frost has developed a profitable niche in lending to small and mid-sized businesses. With a strong deposit base that gives it low funding costs, the bank should be able to ride the gains in the solid Lone Star economy in coming years, notwithstanding some recent slowing in loan growth." Lord Abbett& Co. are the largest holders with 3,246,546 shares

From Barrons 5-21-07 "Two banking operations that fit Ellison's description are Cullen/Frost Bankers (CFR) in Texas and Seacoast Banking (SBCF) in Florida. In both cases, the shares have dipped after prolonged gains that some investors believe will resume once the economy picks up and the extent of recent real-estate problems is better defined. San Antonio's Cullen/Frost has developed a profitable niche in lending to small and mid-sized businesses. With a strong deposit base that gives it low funding costs, the bank should be able to ride the gains in the solid Lone Star economy in coming years, notwithstanding some recent slowing in loan growth." Lord Abbett& Co. are the largest holders with 3,246,546 shares

From Barrons 5-21-07 "Two banking operations that fit Ellison's description are Cullen/Frost Bankers (CFR) in Texas and Seacoast Banking (SBCF) in Florida. In both cases, the shares have dipped after prolonged gains that some investors believe will resume once the economy picks up and the extent of recent real-estate problems is better defined. Seacoast, of Stuart, Fla., just north of Palm Beach, faces the added headwind of the state's fast-fading real-estate market. But the bank has a very disciplined lending culture, which should allow it to persevere through the difficulties and then rebound sharply on the first signs the local economy is regaining its balance. Private Capital Management is the largest holder with 1,826,856 shares

From Barrons 5-21-07 "Two banking operations that fit Ellison's description are Cullen/Frost Bankers (CFR) in Texas and Seacoast Banking (SBCF) in Florida. In both cases, the shares have dipped after prolonged gains that some investors believe will resume once the economy picks up and the extent of recent real-estate problems is better defined. Seacoast, of Stuart, Fla., just north of Palm Beach, faces the added headwind of the state's fast-fading real-estate market. But the bank has a very disciplined lending culture, which should allow it to persevere through the difficulties and then rebound sharply on the first signs the local economy is regaining its balance. Private Capital Management is the largest holder with 1,826,856 shares

BankAtlantic Bancorp, Inc. operates as the holding company for BankAtlantic, which offers consumer and commercial banking services in Florida. The bank�s deposit products include commercial demand deposit accounts, retail demand deposit accounts, savings accounts, money market accounts, certificates of deposit, various negotiable order of withdrawal accounts and individual retirement accounts, and Keogh retirement accounts. Stock closed at $8.89 yet it has a book value of $8.607. 200 Moving average is at 11.78 and has a 9.4% short position. Mellon Financial Corporation is the largest holder with 3,132,860 shares

BankAtlantic Bancorp, Inc. operates as the holding company for BankAtlantic, which offers consumer and commercial banking services in Florida. The bank�s deposit products include commercial demand deposit accounts, retail demand deposit accounts, savings accounts, money market accounts, certificates of deposit, various negotiable order of withdrawal accounts and individual retirement accounts, and Keogh retirement accounts. Stock closed at $8.89 yet it has a book value of $8.607. 200 Moving average is at 11.78 and has a 9.4% short position. Mellon Financial Corporation is the largest holder with 3,132,860 shares

Book value of 22.066- Short position of 32%!! BankUnited Financial Corporation operates as the holding company for BankUnited FSB that provides consumer and commercial banking products and services to individuals and businesses in Florida. It primarily engages in generating deposits and originating loans. The bank's deposit products include personal and commercial transaction accounts, money market accounts, savings accounts, individual retirement accounts, and time deposits. Its lending activities comprise one-to-four-family residential mortgage loans, consumer loans, commercial real estate and multi-family loans, real estate construction loans, land loans, commercial loans,

Book value of 22.066- Short position of 32%!! BankUnited Financial Corporation operates as the holding company for BankUnited FSB that provides consumer and commercial banking products and services to individuals and businesses in Florida. It primarily engages in generating deposits and originating loans. The bank's deposit products include personal and commercial transaction accounts, money market accounts, savings accounts, individual retirement accounts, and time deposits. Its lending activities comprise one-to-four-family residential mortgage loans, consumer loans, commercial real estate and multi-family loans, real estate construction loans, land loans, commercial loans,