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  • Hotel REITs: The Most Contrarian Idea I Have [View article]
    I believed in Thornburg Mortgage. Very sound investments. Top quality management. The value of their collateral rapidly declined. I saw it, but I didn't believe it. Then JPM and Bear put the squeeze on. Now I believe: Stay away from those whose life blood is borrowed money.
    May 07 13:04 pm |Rating: +3 0 |Link to Comment
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