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Strategies & Market Trends : IPPs and Merchant Energy Co.s -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (2047)5/6/2003 10:36:30 PM
From: Broken_Clock  Read Replies (2) | Respond to of 3358
 
I'm somewhat familiar with NLY having looked at the reits some time ago. Generally, I am bearish on real estate, mainly because that's my business and I think we're in a bubble in most areas of the US. I don't have a solid understanding of the derivative hedges that these mortgage reits specialize in therefore to me the risk is substantial(derivative mine approaching?). Now a Canroy seems much simpler. Sell NG, pay sky high divvies.



To: energyplay who wrote (2047)5/7/2003 3:58:53 AM
From: Raymond Duray  Respond to of 3358
 
Re: James Grant is a Perma - Bear (almost).

Now that's not fair. I hear he was "neutral" for a couple of months in 1978.


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