Frost (CFR) in Barron’s: Read My Interview about Frost and My Report on Frost
Some blog readers emailed me to say this week’s Barron’s did a piece on Frost (CFR). If you read that piece and are looking for more about the bank you can:
Read my interview with Punch Card Research about Frost
Read the report I did on Frost
Frost is my biggest position. It is around 40% of my portfolio.
The stock’s price is now a little under $90 a share. In a “normal” interest rate environment, I think it’d be worth $150 a share.
Of course, it could be a while before interest rates are normal.
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