read your post again, and for 2009

来源: horse625 2009-01-04 10:18:56 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (320 bytes)
本文内容已被 [ horse625 ] 在 2009-01-04 20:43:01 编辑过。如有问题,请报告版主或论坛管理删除.
I think:
1. Financial is the rebound play,
2. energy/oil is the long term play.

for mbi, I was scared of its high volume(s) when prices are high during 08 (>10), if you could tell me more about what kind of bond and bond insurance business it does, I appreciate it very much.

thanks for your sharing.

所有跟帖: 

here is some reference for abk, mbi ... -longtermInvestor- 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (743 bytes) () 01/04/2009 postreply 10:44:27

ok, my dwnews blog is: blog+dwnews+com/?author=2863 -longtermInvestor- 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (51 bytes) () 01/04/2009 postreply 10:49:03

mbi currently is not because of MBS -horse625- 给 horse625 发送悄悄话 horse625 的博客首页 (241 bytes) () 01/04/2009 postreply 11:45:28

then why ceo and others are still buying shares? -longtermInvestor- 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (0 bytes) () 01/04/2009 postreply 12:00:26

this is a good read about muni bonds -longtermInvestor- 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (49 bytes) () 01/04/2009 postreply 13:28:11

thanks, the reading makes me more fearful -horse625- 给 horse625 发送悄悄话 horse625 的博客首页 (339 bytes) () 01/04/2009 postreply 18:47:14

well, u did not read article through, your mind is already -longtermInvestor- 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (329 bytes) () 01/04/2009 postreply 23:33:56

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