CONSIDER SELLING 75% OF BAC

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 ...
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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 ...
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