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Strategies & Market Trends : Commercial Real Estate tic.............tic,,, -- Ignore unavailable to you. Want to Upgrade?


To: Smiling Bob who wrote (62)11/25/2008 1:58:26 PM
From: Perspective  Read Replies (1) | Respond to of 442
 
Have you taken the time to dig into any of these enough to understand what is separating those that are down 80% from those that are only down 30% like SKF, FRT, etc?

I don't have the time right now. I suspect it's a combination of better balance sheets and institutional support. The others have been abandoned by the fund boys, and then they all hide out in the last few that are "performing well". Which works, until it doesn't.

`BC