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Comments for DFC

Added By	Comments	Type	Date Added
cheechoootrain	Delta Financial is a subprime mortgage lender and has just gotten hammered by the subprime crisis - gone from 13 to 4. However, this is a classic case of the baby getting thrown out with the bathwater. If you have to be on one company to survive this crisis, bet on Delta Financial. Management is respsonsible, they are the most conservative lender with about 85% of thier portfolio being fixed rate mortgages. The company has an industry high origination fee which should mean that when the competition is gone and the industry turns, Delta is going to ramp. Moreover, you have a great investor in Mohnish Pabrai in the stock as well. Be patient with this stock, ignore the noise, and you will have a huge winner.	Love	August 23, 2007
EnoOnmai	"...DFC--let it pull back some more..." doctorj71	Love	July 05, 2007
locklarp	number 9 on my screen	Love	June 24, 2007
alextheg1	growth	Love	April 01, 2007
N/A	Liquidation value is $10 per share, and earning power per share is at least another $10.	Love	February 26, 2007
Larry Davidson	sector rotation 2007	Love	January 12, 2007