I like to pursue theme oriented ideas fairly often. One theme I like which many of you know is agriculture. Have been on this theme for over a year now. If anyone knows of any small regional banks in the midwest that are publicaly traded please send them my way. My thought is that some bank somewhere stock price got hurt with all the rest of the financials the last couple of months and may have large exposure to agriculture in the nations corn belt. Would love any names you can pass on that I can do some research on, even if your personal opinion is that it is not cheap.
Thanks.
Friday, September 28, 2007
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