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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: dennis michael patterson who wrote (29582)	2/8/2002 10:46:22 AM
From: Paul Shread	Read Replies (2) \| Respond to of 52237

I like WM. Doesn't have the risk of the big money center banks, IMHO. They have significant exposure to the consumer credit bubble, but they could benefit from rising interest rates because they own the ARMs market. All in all, one of the least risky of the BKX components. Not sure about the economy, frankly. ECRI doesn't consider debt levels as much as they should. And a confidence crisis - which is what we have now - could be independent of the economy. Everyone who goosed their earnings on the way up may now lead on the way down.