Wednesday, November 07, 2007

Credit Situation Worsening

I felt that most of the credit crisis was behind us after the first interest rate cut in September. Today's market reaction paints a darker picture about the credit crisis. It's important to remember that residential mortgage rates are tied to the 10-year yield, not the Fed Funds rate. Cutting interest rates further would help the mortgage crisis, but won't solve it.

Technology, agriculture, and energy look attractive at current levels. Some long term value could be found in retail. Coach (COH) is starting to look attractive. The problem is that the institutions are avoiding retail like the plague. Calling a bottom in retail is tough with higher gas prices looming. Mosaic (MOS) is still my favorite agriculture stock to own.

Note: I have no position in COH. I am long MOS


Blogger newequity said...

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11/12/2007 6:29 PM  
Blogger Barry said...

Hey Ben,

What is your take on the mortgage crisis and where it's going? How long do you think it will be before financial companies start bouncing back?

Love your blog, keep it up!



11/15/2007 12:41 PM  
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I also believe in energy stocks they grow at a constant when a population grows.Usually they are barely affected by bear markets which you see with this credit crunch.But also don't believe people should purchase exon mobile to make the moment . because ethanol and solar are picking in appreciation.
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