Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 0


Excellent player in terms of picking companies for the long haul, he specializes/focuses on finding tremendous values within beaten down and out of style sectors. Those have been easy to come by as of late with the recent/ongoing economic downturn. Specifically he has focused on smaller regional banks and REIT’s (realty investment trusts). I’ve always enjoy reading his valuations, even if you don’t agree with his conclusions, it’s educational if nothing else and gives you something to think about. There is a decent amount of risk with many of his plays, but overall there are some real gems to be found here IMO. Check out some of his past articles on REIT’s here:

Currently he has been working on a series about regional commercial banks:

Part #1 : Here

Part #2 : Here

Part #3 : Here

Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.