On Sept 16,2008 we recommended considering buying BAC. We bought at $22. Our thesis for buying remains intact. However, in view of out sized gains in just three days, we exited at $38.83 on Sept ...
CONSIDER BUYING BAC (BANK OF AMERICA)
Strategic value of MER outweigh potential loses from MER balance sheet. BAC has traditionally done a good job at integrating acquisitions, but MER is a different animal than traditional commercial bank acquisitions. However, our ...





