On The Rebound Rapidshare What Is The Best Way To Play A Rebound In The Subprime Mortgage / Financial Services Space?
What is the best way to play a rebound in the subprime mortgage / financial services space? - on the rebound rapidshare
In the search for making money in a panic in the financial services sector, which is the best vehicle (ETF, mutual funds, stocks or bonds) to play a rebound in this sector on the long side? Your ideas, please. I'm not interested in short ideas, just long. Thank you ....
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4 comments:
That the filling was removed from the financial sector. I do not know what the best way to play to win. Here are some ideas for you to be examined.
ACAS and the ESC are two possibilities. These enterprises to finance small businesses. Both were taken by many. CSE, because they have a portfolio of mortgage-backed securities. This portfolio is not assumed that all of Freddie Mac and FannyMay guaranteed. There are also other companies in this area also suffer similar.
The shares of central banks have been hit too hard. BAC and C are very large and they could but a few cancellations as a result should take the storm. But who really knows. There are others.
If you are really risk-averse, consider the CFC, but I think I could take another 10 to 15 points yet.
Among ETFs, which allow a large brush on a larger area.
Perhaps it would be the safest IAT, an index of regional bank. But he had already fallen by about 12% so far this year. This type of bank, I think anyway, should the exposure, if it does not buy as many subprime mortgage paper, they may have. But it is certain that he based his character would do this.
VFH operation is more extensive finance. Down only 10% this year.
PJB is a kind of unusual. An index of bank shares, which is considered to have potential for appreciation. She lost about 13% this year. Some recognition.
There is also one form or another. KBE and KRE.
If you really want to play a rebound will not be financed. Instead of going home builders.
XHB by 29%
ITB up to 37%
Or you can take a picture in a particular pot, CTX manufacturers has fallen about 20 percentage points.
Not all statements have been exposed to subprime mortgages, but all in sympathy. Find out who has been convicted wrongly and play the rebound.
One possibility: CNS
None declared in this time.blood easy flow.When among some banks and hedge funds tank go! Approximately one year can be longer ...
CFC
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