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Checked LVS. I will do some reseach for LVS. How come its price has dropped 80%?
I am thinking to add more on KFN.
KFN is playing on corporate debt and MBS or CMBS.
That is why it has dropped so much.
But there is sign shows corporate bond market has shown improvement.
If the debt crsis is over, the KFN shoud be 10 plus if it can survive that long.
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