Thane Bublitz
Thane Bublitz
according growing market portfolio securities share strategy taking
The strategy of taking market share and growing its securities portfolio is going according to plan.
loan offset portfolio production
Over the longer-term, Countrywide is well positioned. There is too much loan production capacity. The servicing portfolio should offset that as originations slow.
affected definitely lower offset profits sales shape totally tough yield
They are definitely being affected by lower profits on sales of mortgages, and the shape of the yield curve. It's tough to totally offset these factors.
companies concern deep fill initially mind people thinking top
There's a concern that there aren't enough people at the top to fill in for people leaving. They're not one of the ones that would come to mind initially when thinking of companies with a deep bench.
balance clearly curve directly environment given managing tough yield
It's clearly a tough environment for CFOs to manage, given where the yield curve is, as they are directly responsible for managing balance sheets.
al continuity good perspective relationship street
Al de Molina has a good relationship with the Street and investors, so from a continuity perspective this is a positive.