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To: reaper who wrote (154934)3/7/2002 3:09:48 PM
From: patron_anejo_por_favor  Respond to of 436258
 
Thanks for the heads up...that one's always good to whack on credit quality news (especially after the completely insane run up they just experienced).



To: reaper who wrote (154934)3/7/2002 3:45:58 PM
From: ild  Respond to of 436258
 
From americredit.com
February certificates will be posted on Tuesday, March 12th. March certificates will be posted on Monday, April 15th in conjunction with the release of 3rd quarter earnings.



To: reaper who wrote (154934)3/8/2002 1:05:17 AM
From: Spekulatius  Read Replies (2) | Respond to of 436258
 
ACF looks vulnerable and highly leveraged but it is not expensive as far as the P/E is concerned. Indeed if the economy recovers, its P/E could expand. I think this is quite possible in the current mania.

I think about reshorting BBBY. Tried this once to no avail. This one is priced to perfection and its time will come. its probably the best bet on a faltering housing boom, because the stock is considered "safe' and its P/E is beyond reason. I also think that their recent purchase of Harmon stores (for cash!) is a little odd. BBBY keeps on sending me 205 off coupons but that is just an observation from the trench lines and totally meaningless <g>.