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Author: NajdorfSicilian Big funky green star, 20000 posts Feste Award Nominee! Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 21514  
Subject: Re: Sohn Conference Date: 5/14/2013 12:49 PM
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Canada has a housing bubble and Canadian banks are heavily exposed to it. Short Home Capital Group HCG.CA the largest non-prime mortgage originator in Canada, which trades at 2 times book and has $15B of non-prime uninsured Canadian mortgages.

I think someone mentioned this as a good short candidate 3 months ago:

http://boards.fool.com/bone-thanks-for-the-reply-i-really-ap......


Once again, the top HFs/media caught reading DMC! :)



http://news.morningstar.com/articlenet/article.aspx?id=59654...
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