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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (86148)6/26/2002 10:04:56 AM
From: Jdaasoc  Respond to of 99280
 
AGM I think AGM loans at least 50% of its money on livestock and timber from their quarterly filings. Also, from quarterly filings, I think that from regions of where loans orginate would be PAcific Northwest and Southeast.
I don;t think they have exposure to WCOM. Exposure to Arizona / Colorado wildfires is slightly different story. Burned timber is worth nothing unless someone is protecting it with insurance??? Is that typically done.



To: Zeev Hed who wrote (86148)6/26/2002 10:16:47 AM
From: thecalculator  Respond to of 99280
 
Layering in AMCC...first purchase today at average of $4.12.