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


To: Mark Marcellus who wrote (28130)9/19/2007 1:03:02 AM
From: pcyhuang  Read Replies (1) | Respond to of 78746
 
Mark: The important part of the "additional concern" that you refer to has to do with the "overall deterioration of subprime mortgage industry and condition of the secondary market in subprime mortgages" back in August-early September. But have you noticed how the condition has changed since then,

markit.com

Please note also NFI's continued stellar performance (ranked second best among competitors) in low loan default rates on its securitized loans.

www1.investorvillage.com

In summary, I think that it is important not to focus on the trees and loose sight of the forest.

pcyhuang