The New CS Board

[bluechip231]

Thanks gdl. I have tried to be objective about the perceived length of run that we have seen. The fact is that run began after an extreme crisis that brought valuations to an extreme low, many below book value. Heck GE traded for a moment below $5 at one point at its darkest. We were recovering from a severe devaluation in equity prices early on. If you just consider the run from the breakout to new highs, we have not been running all that long at all.

For regionals/insurance I have on my list; Are there any others I should consider?