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Strategies & Market Trends : Securities For Income Investors -- Ignore unavailable to you. Want to Upgrade?

To: Brinks who wrote (4)	12/9/2002 6:07:11 AM
From: Grommit	Respond to of 25

thanks for posting that report. Overall it was pretty good. Many good points in the article. Interest rate sensitivity is the key to these stocks, and while I'm quite sure that nobody can call when interest rates will turn higher, I think the effect could be estimated. Then we'd have some idea od the risks involved here. However, the table in the article is a little lightweight. They need to take the premium/discount into account and not just publish the present yield. These discounts/premiums can easily overwhelm the basic yield rate. They compare the 10 year TBill rate to these unadjusted yields, and then they try to make sense of it. Why bother? Or did I miss something? Again, thanks for posting. We you find anything more recent, please post it. I'll post more after I study the report. grommit