Frost (CFR) in Barron's: Read My Interview about Frost and My Report on Frost

by Geoff Gannon

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.

Talk to Geoff about Frost (CFR)