Daily Archives: September 7, 2007

CXTIE Transaction Review

For Short Term, I think I made the right call on CXTIE, after I bailed out at $2.57, it continued to drop all the way to today price at $1.50. It’s a good thing I didn’t listen to the analysts … Continue reading

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Out CFC; In CHL

With housing continued to be hammered away, I sense CFC is far from bottom up. I still believe the $18 Bank of America deal mark is at a bargain if they don’t go bankrupt. The risk and the long horizon needed … Continue reading

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