7.19.04: Specialty Finance / Mortgage Finance Report
A roundtable forum, 4 analysts and top management from 7 sector firms examine the specialty finance and mortgage finance sectors in this 73 page report from The Wall Street Transcript.
  1. Roundtable Forum: Howard Mason, Sanford C. Bernstein & Co.; Moshe Orenbuch, Credit Suisse First Boston; Audrey Snell, Brean Murray & Co.
  2. Specialty Finance Companies: Jason Stewart, Friedman, Billings, Ramsey Group
  3. Outlook for Mortgage Finance Companies: Erik Eisenstein, Standard & Poor’s Equity Group
  4. Mortgage Finance & Mortgage REITs: Michael McMahon, Sandler O’Neill & Partners
  5. Prime & Subprime Residential Lenders: James Fowler, JMP Securities LLC
  6. Off the Record: Off the record asks companies which peer management teams they most respect for their ability to execute and maximize shareholder value.
  7. CEO Interviews (average 2,500 words): Top management from 7 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Doral Financial Corporation, Montrusco Bolton Investments, Ameritrans Capital Corporation, First Cash Financial Services, IndyMac Bancorp, Transnational Financial Network and World Acceptance Corporation.
    8. Topics covered: GSE regulatory reform - Student loan legislation - Consolidation of Puerto Rican banks - Mergers and acquisitions - Impact of rising interest rates and inflation - Potential for spread compression - Slowing growth in card loans - Diversification strategies - Auto-lending business - International card loans - Cards as a payment vehicle - Merchant fees issue - Credit quality - Investor concerns - Stock picks - Stocks to avoid - Effect of job growth on credit costs - Conforming vs. non-conforming lenders - Special situation stocks - Purchase market - Residential lenders - Non-prime and subprime segments  

    Companies covered:Capital One (COF), MBNA (KRB), American Express (AXP), Providian (PVN), Fannie Mae (FNM), Freddie Mac (FRE), Santander Central Hispano (STD), Encore Capital (ECPG), Accredited Home Lenders (LEND), AmeriCredit (ACF), Golden West Financial (GDW), Countrywide Financial (CFC), Washingon Mutual (WM), IndyMac Bancorp (NDE), New York Community Bank (NYB), Radian (RDN), Washington Federal (WFSL), Impac Mortgage Holdings (IMH), Redwood Trust (RWT), New Century (NCEN), NoveStar (NFI), Saxon (SAXN), United PamAm (UPFC), Westcorp (WES), America's Car-Mart (CRMT).
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