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Crexus Investment Corp. Message Board

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  • quantuon quantuon Jun 11, 2012 8:43 PM Flag


    NICE! I was looking for a reduction but still picked up some shares last week so this is nice. Although I want to see q2 to know how much, if any, was ROC....they have cash to put to work, no leverage, and they seem sharp - the one negative is the fat fee (1.5% of SE) but its no diff than a hedge fund, i guess....there is going to be some cherry US assets for sale, IMHO, from eur banks needing capital so these guys are in a very good spot me thinks.....