Sea Changes in the Markets: Winners, Losers and Best Bets. Sean J. Egan President, Egan-Jones Ratings PMI Forum April 22, 2010. Background. Independent – not paid by issuers Fortune Magazine designation History of warning investors. Recently: near collapse.
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Sean J. Egan
President, Egan-Jones Ratings
April 22, 2010
0 down, option arms, subprime, alt A
Low ability to absorb losses
Airlines, Autos Healthcare
Some Banks, Finance Processing Cos.
Capital Intensive Tech Servicer
Builders, Media Tobacco
Most Retailers, RV’s Some Food
Steel “Warren”, India
Real demand in China
Egan-Jones Ratings & Analytics