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Strategies & Market Trends : Value Investing
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To: a128 who wrote (26309)3/13/2007 10:24:07 PM
From: Madharry  Read Replies (1) of 78758
 
Curious why you expect a dividend cut here? It would seem that with rates seemingly going down people will refinance their arms into fixed loans and that should mean more profits for AHM. Assuming that they can get the financing to float the loans until they can securitize them. I would not like to see the company issuing new equity at these levels. But I am far from knowing much about this inscrutable company.
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