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Biotech / Medical : Biotech Valuation
CRSP 54.46+5.6%1:50 PM EST
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To: Biomaven who wrote (6254)5/1/2002 9:10:38 AM
From: tom pope   of 52153
 
If you are right that the volume of collections might be leveling off, then maybe the banks that are heavy credit cards issuers might be a decent speculation - these would be a play on the bankruptcy legislation as well. I guess American Express might be another decent play along the same lines.


ML seems to agree with you, Peter. From Briefing:

09:01 ET Merrill Lynch on specialty finance
Merrill Lynch believes that COF and HI should have good earnings growth regardless of the environment, athough they should work best if the economy remains somewhat sluggish, as credit concerns would likely remain modest and interest rate increases subdued or nonexistent; AXP could do particularly well if the economy and equity mkt heat up; ALD, SFI, and NLY should do well if the economy enters another downturn due to their yield and defensive status; and FRE will probably work best in a poor economy but will also do well if the economy remains sluggish.
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