LFG 1.82% $3.78 liberty financial group

Interesting reading. Residential mortgages as a portfolio...

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    Interesting reading. Residential mortgages as a portfolio continue to shrink in favour of auto and personal loans, hence NIM favourability. Time will tell as to the effectiveness of the strategy. Impairments increasing accordingly with portfolio balance changes.

    Any volatility stressors will continue to have greater impact with this approach. Will be interesting to see how Liberty absorbs any pressures. This Cheese not so keen. In my Holey opinion only.
 
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