Arohan’s investing life

Just a quick update for the readers …

Today CFC was too good to pass up and I bought. This is truly a contrarian/value judgment and goes with my conviction that the stock is severely undervalued

Here is another opinion that lays out a case for investing in Countrywide from good friends at The Tycoon Report

I also bought WaMU (WM) in the last week and I added to my position at BAC

With my holdings in LPX I am now well positioned for the eventual housing turn around

Whenever that happens

I am patient

Related posts:

1. Washington Mutual, taking tough actions
2. Is Countrywide a contrarian/value play
3. Investments update …
4. Will US fall into recession this year - or is it already in one
5. The coming housing boom …