Dork

14 Beaten-Up Financials That Now Offer Real Value

Regions is the survivor, or at least long enough to get acquired. UCBH is a longshot, lots of expsoure to Cali resi R.E construction, severity getting worse not better. Wouldnt touch CNB or UCBH even at these levels. While the Treasury backstop is a game changer, not everyone is going to get a seat at the table...stick with those that get the access to capital - i dont think CNB is on that list..

14 Beaten-Up Financials That Now Offer Real Value

Have another hit off the crack pipe. CNB and CBON? Ever heard of resi real estate land and construction loans? TARP is not going to save all of them, look at NCC....