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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments
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To: Larry Abrams who wrote (3302)9/27/1998 6:22:00 AM
From: Gary105  Read Replies (2) of 18998
 
Larry, thanks for response which prompts another question. FP now has a portfolio of unsecuritized loans sitting on their balance sheet. If these loans are variable rate loans, then your logic works re. the relative drop in interest rates on low quality vs high quality debt. However if they are fixed rate loans and already sitting on the balance sheet as assets, then any drop in interest rates should work to their advantage. Am I missing something??

Thanks

Gary
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