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  • in reply to: Home Building #12697
    oldprof
    Keymaster

    @Jeff P

    I’m not sure about your screening criteria, but one of my key items is management flexibility. Companies that have or are adapting to the changing demand profile are in a position to do the best. Right now that means smaller homes and younger buyers.

    Jeff

    in reply to: Alcohol #12696
    oldprof
    Keymaster

    @Bob

    My guess is that alcohol will continue to do well through the recession. Will people drink less afterward? Probably. This would be a good survey question.

    Jeff

    in reply to: US Banks NIM #12695
    oldprof
    Keymaster

    @Steve

    Few have done well forecasting interest rates. It is something I will be watching. You are absolutely right about the current best features for banks.

    Jeff

    in reply to: Concerns about US banks. Are Canadian banks safer? #12693
    oldprof
    Keymaster

    @Katherine

    These are all good points. I expect banks to be much more attractive post-recession. There will be less pressure because of loan failure concerns and also a better yield curve.

    Jeff

Viewing 4 posts - 1 through 4 (of 4 total)