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

To: Israel who wrote (98410)	8/9/2002 4:35:14 PM
From: Wayners	Read Replies (1) \| Respond to of 99280

ACF does auto loans while NCEN does mortgage loans. Certainly NCEN has much better asset protection against bad loans than ACF does with used autos. The thing that will tank NCEN (apart from some kind of fraud) would be a collapse of the housing market and its prices which will eventually occur. I would imagine that the housing market won't falter unless there is evidence of inflation and resulting higher interest rates OR deflation from a severe economic downturn. IMO the conditions aren't right yet. Track their sales, if the year over year growth rates start to flatten out...yea I'd be inclined to call a top...but its too early to call a top now.