Ideas for Small Banks and Real Estate

The 13F season is starting as the earlier filers get their reports in well ahead of the mid-month deadline. One of the earliest filers this time is a firm that has leapt up to near the top of my favorite reports to read each quarter.

EJF Capital was formed by Emmanuel Friedman and Neal Wilson who were previously at FBR Capital. They have some serious chops as stock pickers and did well for investors at FBR, particularly in financial stocks, during their years at the brokerage and investment banking firm. They bring a lot of experience in small banks, REITs and other sectors to the table and have made a name for themselves since opening the doors in 2005....657 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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