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| TOP PICK | 3.340 | Ben Stadelmann | (A Top Pick March 16/11. Up 0.91%.) New Jersey regional bank. Originally liked because of the lack of exposure to consumer real estate but more to the hospitality industry. Turns out those loans also had nasty write-downs. Now making good progress on getting bad loans off the books. Commercial lending has improved. Well capitalized. | 2012-04-04 | |
| Comment | 2.980 | Benj Gallander | This company has taken one hit after another. Has lost a lot of money over the last few years. Likes US financials but he would like to see it have more earnings. If it takes off, it could go a long way. | 2012-02-16 | |
| TOP PICK | 3.280 | Ben Stadelmann | Was doing nicely until a few days ago. Was rocked by the fact they are going out to look for more capital again. Price is really beaten up to an attractive entry point. | 2011-03-16 |
