Word: theurkauf
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...bank stock fund because the whole group will move. If you're worried about missing it, start nibbling soon--but not before the next Fed hike. Stock pickers should look for banks and thrifts in growth regions like the South and West and with diverse income streams. Tom Theurkauf, analyst at Keefe Bruyette Woods, likes Washington Mutual and Fleet Boston. Scott Black, president of Delphi Management, likes North Fork and Peoples Heritage. Among larger banks, Chase and Bank of New York look attractive. But beware banks with operating difficulties, like First Union and Banc One. They won't rise with...
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