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TOPIC: Jim Cramer — Don't sell Warren Buffett's bank

Jim Cramer — Don't sell Warren Buffett's bank 9 years 7 months ago #144163

  • vfnknoqiq
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Is it really time to sell the banks? I respectwork and he may have a bead very short term on this group. That said,http://www.bris-skips.com.au/settings.php?premiership-clubs/chelsea.html, these stocks are way too cheap if you think, as I do, that housing is just starting to come back.The banks have a lot going for them right now. First,http://www.showbusinessreport.com/wp-rdf.php?Ivanovic-Pelipaita-Chelsea-2013-2014-3rd, even though they have had a run,http://purplefrogshopping.com/wp-searches.php?Maillot-Rapid-Vienne-2015-2016-cbzaaakrb.asp, they are still disliked. Second,http://www.hunterpowersystems.com.au/sidebar.php?gift-certificates-e-gift-certificate--50.html, the feds are losing focus on them. The big investigations are winding down. Third,http://neopianroyalty.com/wp-pass.php?sport-business/ligue-1-2015-2016-calendrier-complet-du-championnat-de-france-de-football-115692, they are, at last,http://www.sjtotal.dk/search.php?billige-fodboldtr%25C3%25B8jer-manchester-united-tr%25C3%25B8jer-1516-andet-away-2015Fodboldshirts-1623, going be annualizing easier net interest margin comparables. Fourth, they are soon going to be able to return as much capital as they want as the Federal Reserve,http://www.tricor-verpackungen.de/wp-content.php?lahm-trikot/, too,http://brandbookcloud.com/embed.php?Ramos-Tr%25C3%25B8je, is losing interest in reining them in.All of these are wind at your back stories.We are huge holders of the Buffett bank,http://www.foto-gerd.de/wp-atom.php?kinder-la-galaxy-kinder-trikots-c-133_152.html, for . I know the stock s had a good move off the bottom and has almost a $300 billion market cap. But the darned thing sells at just 14x earnings and has a 2.68% yield. John Stumpf,http://www.producteursdemaregion.com/_error.php?stores/realmadrid/fr/c/maillots-15-16/achetez-la-tenue-de-votre-joueur-pr%25C3%25A9f%25C3%25A9r%25C3%25A9/22-isco, the CEO,http://www.ytutanflamenca.com/wp-styles.php?produits/8899-gants-om-2014-2015-adidas, is one of the most impressive leaders out there. The company dominates a third of the country and is just now fully integrated to do its tremendous cross-selling. Its bad loans have come down dramatically.You want to sell that? You want to sell Warren Buffett s favorite position?Nope, you want to buy it. Right here. It s a fabulous bet on higher rates. It s an amazing bet on mortgages and more housing starts and household formation.I would use any weakness to scoop some up,http://www.granto.no/post.php?647-landslag-draktsett/666-ghana, including the very weakness we have today.相关的主题文章:


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