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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (8995)7/9/2004 2:23:50 PM
From: Knighty Tin  Read Replies (1) | Respond to of 116555
 
The debt isn't so scary when you realize it is nearly all carry trade. They are AAA rated and can borrow at VERY low short rates. And we all know the carry trade bubble will never be popped.



To: mishedlo who wrote (8995)7/9/2004 4:33:36 PM
From: Perspective  Read Replies (1) | Respond to of 116555
 
Wow - their debt to equity is running about 10:1! Of course, debt to market cap is more like 1:1, so they could still get cash to cover the debt by stock sales if they had to. Of course, trouble might also impact the stock price.

BC



To: mishedlo who wrote (8995)7/9/2004 8:47:02 PM
From: patron_anejo_por_favor  Respond to of 116555
 
Intangibles at ENE skyrocketed....just before Skilling quit abruptly!<NFG>


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