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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: CusterInvestor who wrote (27080)2/28/2007 12:48:01 PM
From: Crossy  Read Replies (2) | Respond to of 37387
 
Bigpike,
exactly - and despite that they purchased amply credit insurance !

now if these credit spreads increase finally and people "price" risk higher, then this could really turn into a windfall to them on the refinancing needs of others...

stay tuned
CROSSY



To: CusterInvestor who wrote (27080)2/28/2007 1:36:19 PM
From: FHM  Read Replies (2) | Respond to of 37387
 
"four transactions" in and of itself tells u nothing

how LARGE are these four transactions is the operative question, e.g., does each transaction package together a number of subprime loans? if so, how many and what is the worst case exposure?


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