HFF, Inc. (NYSE:HF)
The Company is a provider of commercial real estate and capital markets services to the U.S. commercial real estate industry.
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Recs
The credit crises and morgage meltdown in the U.S. isn't going anywhere this summer and is likely to only get worse. If Bear Sterns couldn't survive what hope is their for the rest of the financial sector. Yes, the financial sector seems to be jumping back and key reversals seem to be lifting bullish investors, but this ray of hope will end once investors understand how bad this looming recession is going to be. Even the hopeful and growing few in the financial sector are going to suffer from the troubles of the many.
Recs
As of close of business on 12/18/2007, this was a 5-star Morningstar stock trading at less than half it's Morningstar fair value.
Recs
mortgage investment
Recs
no way this sector out performs the market, an argument could be made for shorting almost the entire sector. Cramer advises buying puts on about every mortgage and housing play out there. But at the very least will underperofm the market.
Subprime iproblems are working up to Alt-A, market is in shambles and ppl still havent seen how far up the scale the problems are giogn to go.
Recs
Tiny HFF is gaining on CBRE/JLL in the real estate financing business.
Lots of folks want someone who can place debt without looking to swallow them at the same time (a la investment banks etc).
The big downside is that HF doesn't pay a dividend
Recs
Too beaten up by sub prime mess. Solid company in the booming commercial markets.
Recs
Just riding on other caps rec.
Sometimes a good IPO can dramatically outperform the market. Let's see what happens.
Recs
market share and earnings to get redic!
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