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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Paul Kern who wrote (45723)	11/17/2005 10:56:29 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 110194

What puts to buy (or what to short), that is the main objective of my credit event crusade. I think it was ild who most recently brought up the subject of title insurance companies. The strength they are exhibiting under current condition aroused my curiuosity. LFG recently reported a "blow out" quarter and the stock has been generously rewarded. biz.yahoo.com However, TI is a simple business. It is all related to the number of transactions and refis. While I do not think that they will be the first real estate related sector to crash, their strength is yet another conundrum. They may be short candidates simply based on valuation.