Wednesday, July 25, 2007

Indymac Bancorp - Alt-A the next Subprime?

IndyMac Bancorp (IMB) stock has been taking a beating on concerns about Alt-A mortgages.

"Alt-A" mortgages are between prime and subprime loans. While Alt-A loans are supposedly less risky, often little documentation is required to substantiate the borrower's income level. As sub prime loan defaults and delinquencies continue to rise, many fear that the crisis will spread to the next rung of the ladder.

IndyMac is down nearly 50% year to date, recently shedding another 2 points following results from Countrywide. Is the reaction over done?

While IndyMac is one of the countries largest Alt-A originators, it also has stable thrift bank operations and is a market leader in popular and profitable reverse mortgages. Can the strength in these two areas outweigh any coming weakness in Alt-A?

Second quarter results are on July 31. Expect lots of questions and commentary on the state of Alt-A.

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