g********4
发帖数: 4959 | |
b******r
发帖数: 16603 | 2 sold out before ER, waiting for double bottom. |
g********4
发帖数: 4959 | 3 gocha. No good for these companies at this time. I just wonder what is your
entry reason. |
m******l
发帖数: 1690 | 4
why it PE so low? any lawsuit or problem?
【在 g********4 的大作中提到】
: 请说说it怎样。
|
b******r
发帖数: 16603 | 5 I've been trading those mortgage insurance companies (ABK/AGO/MBI/MTG/PMI/
RDN) since their downfall in 2008. They have high beta and enough liquidity.
Ideal for short term play.
Not for long term investment at this stage.
your
【在 g********4 的大作中提到】
: gocha. No good for these companies at this time. I just wonder what is your
: entry reason.
|
g********4
发帖数: 4959 | 6 i see. Then I will abandon my plan to play MBI. Thanks for sharing your
trading experience and idea. |
b******r
发帖数: 16603 | 7 AGO's revenue could sharply go down if S&P downgrade its credit rating. It
needs to raise a lot more capital to write new business. Also it can
easily turn to loss any time if more bonds defaults are coming.
【在 m******l 的大作中提到】
:
: why it PE so low? any lawsuit or problem?
|
m******l
发帖数: 1690 | 8
sounds risky.
【在 b******r 的大作中提到】
: AGO's revenue could sharply go down if S&P downgrade its credit rating. It
: needs to raise a lot more capital to write new business. Also it can
: easily turn to loss any time if more bonds defaults are coming.
|
|
b******r
发帖数: 16603 | 9 XL might be a safer play. |
