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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (49914)10/31/2012 12:20:13 AM
From: Spekulatius   of 78742
 
Sandy's investment angles:
1) Concentrated hit on NJ may mean that property insurers run out of reinsurance. This could get really expensive. Reinsurance companies could get hit badly.
2) Infrastructure plays anyone? I think regulated utilities will be fine and may even benefit long term (more Capex=higher rate base)
3) A big embarrassment for the Nyse to close the exchange for two days, imo. No confidence in backup facilities or they are not functional. It does not really help that the biggest traders (high frequency traders ) are all collocated close to the exchange to shave a few milliseconds of their trading latency. This is not how a world class stock Exchange should respond to bad weather.
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