Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Steve Lee who wrote (98363)	8/8/2002 2:10:46 PM
From: Israel	Read Replies (1) of 99280

Steve, staying away from REIT's and focusing on mortgage lenders as I think their declines will be greater than that of most REIT's. With particular attention to CCR and NCEN.. NCEN specifically you might want to look at closely, a sub-prime mortgage lender with ARM's up the wazooo.. total crap IMO.. More conservatively short FNM here, for obvious reasons.. Israel

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