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Thu Mar 13th 20:33 PM | Rating: 0 0
Commented on:
Time to Cut Links to the Leveraged Lending Economy

So what I'm reading from your articles is that you are a short term investor selling at near bottom's.....Please come back and read your articles six months from now and let us know your thoughts as a long term view would not have you selling low, but rather buying there if you believe these companies are viable over the medium to long term.

Maybe you end up being right, however history shows that selling after quick downward jumps is not the best way to make money long term. Good luck.
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Sun Mar 9th 21:59 PM | Rating: 0 0
Commented on:
Could This Repo Financing Haircut Spell the End for Deerfield Capital?

I have the great recent misfortune of being long DFR as well, in fact I actually purchased more on Feb 29th before earnings came out that eve. Needless to say, it was my quickest loss ever, however I don't see how selling now is going to do much good. Seems like upside far outweighs the down side (i.e. Divvy later in the year?, credit crunch slowly unwinds through the year, etc). While there's certainly risk, I see no more risk at this price than the market itself, and obvious upside to $3-4 if they perform status quo for the next 2-3 quarters. Didn't they say not one week ago in the CC that they had liquidity to ride the storm out?
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