the story. My shares are in strong hands. Texas will be the banking growth mecca of the next decade, which I would like to be my holding period, if CFR doesn't get taken out before. Best regards to all shareholders.
some of your posts on the Alltel board? What got you to CFR? I find the connection interesting.
I'm assuming you are a long holder of both AT and CFR, as I am. I'm not sure of current status but CFR was holding a nice chunk of AT stock as well. CFR also has data processing services provided by AT.
Yes, I am a fulltime lurker there and a part time poster there too. Alltel and Cullen Frost are two of my favorite mid cap holdings. I made a move into mid caps a while ago now and it has payed big. I also like these stocks because they are located in the South. I love the South. The growth is 2x that of the whole nation, and the people are easy to work with. Good honest people. Texas and the Southeast are high growth areas and this helps mitigate any topline growth stagnation for these companies. Both CFR are high quality investment grade securities with low valuations and anexcellent outlook for earnings growth. Other mid caps I like...IRF, International Rectifier, HSY Hershey, MEL Mellon, GLW Corning, TQNT Triquint, and POT Potash, and many more. They are radically outperforming the market, and are still humbly valued. I am a buyer on this market weakness. There are no other believers. I am a believer. I am buying stock. Even put some CFR in my Dad's IRA.
Cheers to you, I would say good luck but you don't need it, you clearly have an excellent investing style, would love to hear some of your top or favorite holdings.