AAOI (99.68)

Hilltop Holdings (HTH): A Low Risk Way To Profit From The Continued Turmoil WIthin the Banking/Distressed Lending Industry

July 16, 2010 – Comments (0) | RELATED TICKERS: HTH

HTH at the current quote is (1) meaningfully cheaper than when I originally wrote it up almost a year ago (i.e., it trades at a larger discount to its cash/war chest), and (2) remains perfectly positioned to benefit form the continued turmoil within the banking/distressed lending industry going forward. Granted we worry about the significant amount of capital/competition chasing similar deals within the space (amongst other things), but all things considered we still think HTH offers investors the opportunity to generate outsized returns with very little risk.    

Long HTH   

Investment Analysis: HTH