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

To: Paul Senior who wrote (29343)12/21/2007 4:33:24 PM
From: Jurgis Bekepuris  Respond to of 73738
Some reshuffling of portfolio today:

Sold PACR and TLB. I think I prefer my other retailers although I may be wrong about TLB.

Bought some more ACAS and some USB+BNI Buffett "follow ups".

To: Paul Senior who wrote (29343)2/29/2008 4:27:33 PM
From: Paul Senior  Respond to of 73738
Adding to positions in financial stocks today. One is Chinese-American bank EWBC at current price. Upped my exploratory position a little.

To: Paul Senior who wrote (29343)2/17/2016 6:02:50 PM
From: Paul Senior  Respond to of 73738
Bank EWBC. Perhaps not a good day to be buying stocks (volatility's been strongly on the upside past three days). I'll step up and reenter (after a multi-year absence) EWBC. I like that the bank has a focus on Chinese/Chinese-Americans/Asians.

Nice ROA number. Rising dividend and book value past few years.