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To: rllee who wrote (80881)8/4/2009 8:05:11 PM
From: RumbleFishRespond to of 118717
 
It's a nice chart. The way it dropped from 5.98 to 4.18 between June and July is kind of worrisome. It's definitely an "infrastructure" play. I'm not sure if the Obama stimulus really applies to them or not.



To: rllee who wrote (80881)8/4/2009 11:07:24 PM
From: Keith FeralRespond to of 118717
 
DDR qualifies as an infrastructure play ala TALF. $600 million in loan guarantees. Strip malls are the biggest employment recovery trade in the US. If they don't work, nothing comes back. Reminds me of BAC a couple months ago.


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