David Driscoll
Banco Bilbao
BBVA-SM
TOP PICK
Jun 09, 2008
Spanish bank with interests in Mexico and the US. Just made a 10% investment in Citi Bank (?) of China. Strong free cash flow and is trading at 4.5X cash flow. 5% dividend yield. Making acquisitions during the slowdown of the economy, which creates pressure on the stock price.