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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: TimbaBear who wrote (15095)	8/7/2002 10:25:04 AM
From: Bob Rudd	Respond to of 78519

Timba: Agreed, WEB is a gifted communicator. Added to CMH today despite inherent dislike for paying higher prices [Than my prior buys] The Q looks clean. Recent [8/5] downgrade by Wachovia based on further industry pain due to likely withdrawal of lender Deutsche is a joke...as is recent stock weakness. The essence of downgrade was that CMH will be sucked down with the rest of the industry, but the real deal is that CMH competitive advantage of in-house lending is further enhanced by withdrawal of lender their competitors depend on. Wanna buy a MOB...want financing...gotta go to CMH. Like Buffett's Geico, they avoid higher risk customers. In addition to demographic demand from retirees and immigrants, there may be a surge in demand from ex-CEO's and wall street types. Maybe TYCO's Koz can hock his shower curtain for a down payment after he gets out of the hoosegow.