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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: Gary105 who wrote (4119)10/14/1998 8:46:00 AM
From: Shtirlitz  Read Replies (1) | Respond to of 18998
 
Compare the quality of earning of COF and PVN.

COF growth rate is smaller, but their delinquency rate is decreasing and they have a subsequent growth in the book value.

PVN growth percent is higher, but there is no subsequent growth in the book value, and the delinquency rate is increasing.

Something smells here.
If anyone is going to participate in conference call, ask this.