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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: allevett who wrote (27161)3/4/2007 1:56:50 PM
From: Crossy  Read Replies (1) of 37387
 
re: Nyse: ACA $14.98 - ACA Capital Holding

New presentation slides (from 2006/Q4) now available. If you compare their stellar Q4 with already good Q3 the firm upped their growth and profitability levels once again..

media.corporate-ir.net

now this business model thrives on transaction volumes AND a widening credit spread (!). Thus there is a good chance that the subprime originator's pain might be ACA Capital's gain..

I'll be really looking forward tuning in to their next 2007/Q1 report and conference call.

all the best
CROSSY
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