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FDEF so far has been a solid stock for me. Any special reasons, why do you like it so much?What other stocks do you favor?My best pick is NAL. I am also watching BRKL like a hawk.
FDEF is #3 in position size for the portfolio.Just a few other financials: CNB, CTGI (#2 position), DRL, and NDE. Slightly overweight in tech: FSL/B, MOT (#4 position), SMDI, and ZOMX. Only one highly speculative medical pick: SPDE.Mortar and bricks galore: CX (largest position), RMIX, and USHS.Highly speculative turnaround play: WATFZ.All above JMHO, of course.