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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (6187)	3/5/1999 5:14:00 AM
From: Madharry	Read Replies (1) of 78470

Mike, Jim et al: My reservations about the NH would be that the company seems to be around a 50% agricultural finance company, and I have seen little discussion on this thread regarding this aspect of the company. How adequate are the reserves for losses relative to the exposure in various countries? The company apparently securitizes some of their receivables. Is it with or without recourse? If with recourse, how much is out there? What are the current delinquencies in the portfolio and what is the trend? How much of the portfolio represents long term financing and what is the geographical make-up of the portfolio? How does the company hedge? How do they account for repossessions of equipment? If any of you have adressed these issues already please comment.

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