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November 2008



Green Thumbing Leveraged Mortgage Backed Securities??? - Hatteras Financial (HTS)

November 28, 2008 – Comments (4)

The 17 November 2008 issue of Barron’s reprinted their Daily Stock Alert titled “When Mortgages Are Loveable” by Fleming Meeks.  Mr. Meeks gives Hatteras Financial (HTS) a favorable write-up and I decided to do a little research.  I wasn’t able to find the article online; apparently it was only in Barron’s print edition.  [more]



"Follow this Post" - Thank-you TMF!!!

November 26, 2008 – Comments (4) | RELATED TICKERS: T , NKS

I just discovered a new feature.

When you add a comment to someone's blog, there's now a check box to "Follow this Post" and your CAPS page has a new tab titled "Following" that lists the posts you're following.

No more scrolling through pages of blog entries to see if anyone's added to your comments!

Thank-you TMF!



Two TARPs for Citi (C)

November 24, 2008 – Comments (3) | RELATED TICKERS: C

We’ve all seen the news of Treasury pumping more money into Citigroup (C), but how do the details play out for shareholders or prospective shareholders?  [more]



A Bank That Said “NO”: Tompkins Financial (TMP)

November 15, 2008 – Comments (3) | RELATED TICKERS: TMP

Friday afternoon was the deadline for banks to apply to the Treasury’s TARP program and was full of announcements from banks that were or were not participating.    [more]



So, how exactly does an auto bailout help?

November 07, 2008 – Comments (11)

I wrote a long reply to MichaelinWA's blog on bailing out the auto industry and thought it was worth it's own entry.  [more]



Processing a Tough Economy – Graham Corporation (GHM) Earnings Review

November 06, 2008 – Comments (1) | RELATED TICKERS: GHM

Graham (GHM) is a small company that was just included in the Russell 2000 this past summer.  GHM manufactures processing equipment; the big heat exchangers, ejectors and vacuum equipment used in refineries, chemical processing and other process industries.  This was by far my biggest dollar and percentage winner from the two Strategy Lab Open rounds.  The stock has been very volatile over the past year with a split adjusted 52-week trading range of $12.50 - $54.91.  The 6 November close was near the bottom of the range at $14.15.  [more]



Ghosts, Goblins and Mortgage Reports – Scary Stuff

November 01, 2008 – Comments (1)

I was cleaning off my desk at home and found last month's SmartWatch Report from, aka GMAC Mortgage.  A couple of years ago they started sending out these reports about once a quarter or so summarizing the loan and presenting various refinance options.  [more]

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