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Stocks J / John Hancock Thrift Trust


Subject:  Re: Thoughts Fools? Date:  4/28/1998  8:46 PM
Author:  thejake Number:  4 of 12

I like the small-to-medium banks as investments. We seem to be in the phase of the business cycle where lendable funds become increasingly in demand, and the smaller banks tend to be net sources of funds. So they should make decent money. Also, they should continue as takeover candidates. All of which means that a nice diversified basket of 'em selling close to net asset value looks attractive.
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