tag:blogger.com,1999:blog-2335748440449035592.post3367362538872343056..comments2008-09-23T11:06:12.552-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-83258583210061034282008-09-23T11:06:00.000-04:002008-09-23T11:06:00.000-04:00Th real important stat is the amount of loans in the 30-90 range caompared to last Q. We all know that the amount of loans over 30 days will continue to increase b/c the old mortgages aren't falling off very fast. Don't see that stat listed.Stonefoxcapitalhttp://www.blogger.com/profile/00583540825602471042noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-45558816624374596982008-09-23T10:15:00.000-04:002008-09-23T10:15:00.000-04:00Thanks for the heads up! That's exactly the size I'm looking at.<BR/><BR/>Unlike junk financials these guys actually have cash flow yet they have been treated worse than financials. Sick market.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-5199093214438078012008-09-23T09:47:00.000-04:002008-09-23T09:47:00.000-04:00Mark,<BR/><BR/>Steel Dynamics (STLD) just announced an increase in their share buyback. They&#39;re at $4B market cap. Since the August 26 authorization of an additional 10 million shares, which at the time increased the number of shares that could be repurchased to 11.0 million shares, the company has bought back 9.7 million of its shares. So with the current addition, the company now has authority to continue purchasing up to an additional 6.3 million shares. <BR/><BR/>http://www.marketwatch.com/news/story/steel-dynamics-announces-additional-increase/story.aspx?guid=%7B939CEA8B-CC77-492B-ACD0-C87669939F1A%7D&amp;dist=hppr<BR/><BR/>I&#39;m in the name.<BR/><BR/>BDBluedoghttp://www.blogger.com/profile/13620622716492473197noreply@blogger.com