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To: reaper who wrote (199334)10/22/2002 4:17:21 PM
From: James F. Hopkins  Respond to of 436258
 
He just bought a Farm Tractor company, the whole
thing. ( which is more his style than stocks )
Jim



To: reaper who wrote (199334)10/22/2002 4:32:40 PM
From: Roads End  Respond to of 436258
 
Is it your take the COCO business has printed enough MBAs for this cycle? Recessions are notorious for ringing the bell for the students to come back.



To: reaper who wrote (199334)10/22/2002 4:36:26 PM
From: mishedlo  Respond to of 436258
 
Reaper , here is one I had not thought of.
Thoughts on Sallie Mae?

All time high today on student loan spreads

biz.yahoo.com



To: reaper who wrote (199334)10/23/2002 7:33:19 PM
From: mishedlo  Read Replies (2) | Respond to of 436258
 
TGT - this sucker headed to our favorite number?
LT debt increasing every Q
$9,735,000,000 $8,943,000,000 $8,088,000,000 $8,711,000,000
sales are down
Consumer credit starting to rot.

money.cnn.com

Foley thinks Target's (TGT: Research, Estimates) relatively recent introduction of its Visa card program is troubling. The retailer, which garners about 17 percent of its operating income from credit-card operations, saw charge-offs (debt that's been written off) spike by 2.03 percentage points to 8.1 percent in September.

"Our delinquency rates and writeoffs are well within our expectations," said a Target spokeswoman. "We feel that we are very conservative and prudent."

Circuit City's credit-card operation saw delinquencies (payments past due) climb 0.3 percentage points to 8 percent and charge-offs increase 0.6 percentage points to 12.5 percent in September -- a signal that could "mark the beginning of worsening trends" at its finance arm, observed Prudential Securities analyst Mark Rowen. Circuit City (CC: Research, Estimates) did not comment for this article.

stockcharts.com[w,a]daclyyay[pb50!b200][vc60][iUh14,3!Li14,3]&pref=G

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