Discussion in 'Trading' started by Nofear777, Feb 17, 2008.
Title says it all, would appreciate your help.
any homebuilder except NVR
almost any bank
almost any insurance company
Oh well, was expecting a little more but thanks guys. I already have all that, just trying to see how far out this could spread.
That's a good start --- but then you can include retail and consumer discretionary symbols as "follow-on" items that will be affected significantly by the credit fiasco.
Really to identify "who" has exposure is like shooting fish in a barrel -- everyone's probably got some exposure. Those who say they don't either are lying or don't know they have it yet.
Some other mortgage relateds, but as for subprime exposure you'll have to check for yourself on each.
NLY, MFA, CMO, and CIM are not effected by subprime. they actually benefit a ton from the fed cutting rates.
HRB is a big one that owns Option One, which holds a ton of subprime exposure.
education stocks like ceco, coco, esi, apol, and so on have some subprime exposure.
Separate names with a comma.