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

To: chris714 who wrote (16481)	2/21/2003 11:50:18 PM
From: Joan Osland Graffius	Read Replies (2) \| Respond to of 78501

chris, How are you doing? Re: BNA, I am not an expert in Mortgage Pass-Throughs. I noticed the 75% AAA rated debt and the 59% Canadian debt is interesting to me. BKT has even higher rated debt. You could PM KT and see what he thinks. He is the best bond expert I know. I have been buying New Zealand government bonds (YTM 4.8% due 2/2006 with 6.5% cash flow) and if they bounce the US dollar up further I will buy some more government debt of a nation that has a commodity based economy. Other ones on my list are Australia, Canada and Norway. When I start buying South African government debt you will know I have lost it. <g>