Date updated:08-11-2007
These are companies I feel may become the next casualties of the current crisis points in the market if we do not see a Fed rate cut.
AHM was the baseline for my analysis and I looked for companies that appear to be at least as insolvent as AHM. These companies are very small and appear to be most at risk for a crisis if they are forced to liquidate asssets as AHM was.
The ultimate question is exactly how much exposure these companies have to the bad paper. Time will tell.

-
AHM
Ahm - $0.00
- N/A
- $N/A
Market Cap: 37.72M Cash: $895.53M Debt: $18.02B Debt/Equity Ratio: 14.729 Current Ratio: 0.438 Large amount of debt -vs- cash. Current ratio is much less than one indicating the company would not be able to meet short-term debt obligations if necessary.

-
LEND
Lend - $0.00
- N/A
- $N/A
Market Cap: 176.07M Cash: $173.1M Debt: $10.43B Debt/Equity Ratio: 14.121 Current Ratio: NA LEND may be bailed out by its pending sale to Lone Star Funds. If the deal doesn't go through, I believe LEND won't survive. Update: Looks like the deal may not happen afterall.

-
NFI
Nfi - $0.00
- N/A
- $N/A
Market Cap: 60.63M Cash: $420M Debt: $5.39B Debt/Equity Ratio: 9.62 Current Ratio: 1.173

-
TMA
316.46 - $0.79
- 0.00
- $0.79
Market Cap: 2.95B Cash: $14.53M Debt: $54.43B Debt/Equity Ratio: 20.117 Current Ratio: 3.114 Thornburg has a high current ratio, but the Debt/Equit ratio is very high. They have very little cash and a lot of debt.

-
CHC
238.89 - $0.27
- 0.00
- $0.27
Market Cap: 613.61M Cash: $373.24M Debt: $3.96B Debt/Equity Ratio: 4.164 Current Ratio: 0.319

-
RWT
Redwood Tr Inc - $13.40
- 0.00%
- $N/A
Market Cap: 899.56M Cash: $141.71M Debt: $11.93B Debt/Equity Ratio: 12.907 Current Ratio: 0.244

-
NCT
Newcastle Inv Cp - $2.38
- 0.00%
- $N/A
Market Cap: 843.78M Cash: $3.3M Debt: $9.07B Debt/Equity Ratio: 8.727 Current Ratio: 0.341
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A. it really doesn't matter as long as you
continue to use the same parameters for
calculating these things.
A. The only one I own : SLX,
too hard pick a winner out all of them
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