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Strategies & Market Trends : Value Investing

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To: tsigprofit who wrote (21825)	7/31/2005 4:31:14 PM
From: Spekulatius	Read Replies (2) of 78646

re SYNX, C - well congrat's on SYNX but retroactive analysis has no value for for us. If you can predict an action like SYNX in the future that's an enitrely different story. As for C and the doom and gloom you are predicting, i think it's a possible scenario, but how likely and when? Will a housing downturn undo C? Based on my interpretation C does a better job managing risk than let's say BAC. Also with 50% of it's business and earnings coming from abroad, C is buffered better against a domestic downturn than most other banks. Besides it is not entirely clear that the end of a housing boom will lead to a downturn at all. Australia for example had a much stronger RE boom in many respect, but stocks (including banks have done well since RE is going in reverse). The flat yield curve right now is HURTING C (and other banks) and moderately higher LT interest rates would help them increase earnings rather than causing their demise, IMO. you crash scenarios is just one of the many potential future outcomes

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