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

To: a128 who wrote (27647)	8/8/2007 7:28:50 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78821

I have owned TMA for well over a decade, through various market cycles, and I'll continue to hold. Cost basis about 15 plus, of course, the dividends. FWIW, I just happened to be channel surfing, and turned on to CNBC's "Fast Money" just when they were slamming TMA, mentioning it in the same breath as insurers for mortgages. That I don't get. I saw an interview with the CEO, and he did say that defaults had gone up, but from a miniscule base, from something like 20 to 40 year over year.