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Strategies & Market Trends : Value Investing

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To: a128 who wrote (26356)	3/20/2007 1:36:13 PM
From: Madharry	of 78742

Ben Stein knows a little about a lot of things- a financial analyst he's not. As for AHM suggest you read this weeks Barrons carefully. AHM has a lot alt-a type loans and a lot of arms. their loan reserve is too small relative to the potential liability. If their is even 10% less demand for housing because of of more restrictive lending what will be the impact on pricing on starter homes and the next level up? what is the impact of investors who are stuck with unflippable condos? homebuilders trying to sell their now spec inventory? I just have too many questions here to have confidence that AHM will even be able to pay out a dividend over the next couple of years. If you have enough confidence maybe the preferred offers better value.

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