Needles in the Haystack
Whenever there are fewer eyes on a sector, there is a higher chance that people are going to miss something. With this neglect comes opportunities to realize significant value in the underlying business. Given the vast size of the sector and the small size of many banks, investors are well served to hunt for value in regional banking. Readers who are following my articles will notice that I am especially drawn to the sector for these reasons.
Even though searching for real bargains in a sector with hundreds of names may be difficult and akin to finding a "needle in a haystack," the effort is worth it as there are some gems to be uncovered. Having...
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