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Author: StevnFool Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1933  
Subject: Financial stocks Date: 4/22/2005 12:59 PM
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I would like opinions on financial stocks.  There are several that by 
some measures seem attractive at the moment, but some of these 
companies have problems or face some sort of uncertainty.  What will 
rising interest rates do to these companies?

Here are some that interest me:

DRL:

Year	EPS	Div
		
12/04	3.95	0.60
12/03	2.72	0.40
12/02	1.89	0.28
12/01	1.25	0.21
12/00	0.82	0.17
12/99	0.67	0.13
12/98	0.56	0.10
12/97	0.38	0.09
12/96	0.32	0.07
12/95	0.28	0.06

They have a problem with IO's at the moment and they are going to 
restate financials for the last 5 years reducing earnings net of tax by 
$435 million (approx $4 per share I think).

Personally I think they are oversold at the moment and am waiting for 
the price to stabilize before buying.

FNM and FRE.

What will interest rate changes do to these?  What if they are privatized.

FNM

Year	EPS	Div
		
12/04	7.62	2.08
12/03	7.72	1.68
12/02	4.53	1.32
12/01	5.89	1.20
12/00	4.26	1.12
12/99	3.73	1.08
12/98	3.26	0.96
12/97	2.84	0.84
12/96	2.51	0.76
12/95	1.97	0.68

FRE

Year	EPS	Div

12/04	3.78	1.20		
12/03	6.68	1.04
12/02	14.18	0.88
12/01	5.96	0.60
12/00	3.39	0.68
12/99	2.95	0.60
12/98	2.31	0.48
12/97	1.88	0.40
12/96	1.65	0.35
12/95	1.41	0.30


NYB

Year	EPS	Div
		
12/04	1.33	0.96
12/03	1.65	0.66
12/02	1.25	0.43
12/01	0.75	0.30
12/00	0.47	0.25
12/99	0.42	0.25
12/98	0.33	0.17
12/97	0.27	0.10
12/96	0.21	0.06
12/95	0.19	0.02


I like a quote from one of Warren Buffet's letters where he said to buy 
companies where the earnings per share continue to March steadily 
upwards decade after decade (perhaps in a bumpy fashion).  I know I 
have only looked at one decade, but I like the earnings growth of the 
above companies in addition to paying out a nice dividend.

StevnFool
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