Second Curve Capital Portfolio - Stockpickr! Your Source for Stock Ideas

Second Curve Capital

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Date updated:05-16-2007

Second Curve Capital is an $800 million dollar hedge fund focused on the financial services sector. It was launched in 2000 by award-winning stock analyst Tom Brown who also had a brief stint at Tiger Management.

Brown was interviewed in the December 4th issue of Barron's. According to the article, the 48 year old likes to take a hands on approach to analyzing the companies he invests in. This approach has led to 20% annualized returns after fees since inception and a year-to-date return of 17%.

Here is a list of stocks Brown mentioned in the interview along with his comments on them.

TNCC
Tennessee Commerc
$6.50
0.00%
$N/A

"Tennessee Commerce Bancorp focuses so effectively on the small-business customer that it more than compensates for its exposure to the yield curve. They can grow their earnings rapidly despite the difficult interest rate enviornment."

People owning TNCC also tend to own: BBX CCRT COF ECPG FAC FMD IFC

TheStreet.com Rating: D What is this?

COF
Capital One Finan
$24.45
0.00%
$24.64

"It is viewed today as a credit card company. By the end of '07, credit cards will be less than half their earnings. The other half will be banking

People owning COF also tend to own: AFG AIZ AMP AMTD AWBC BAC CKFR

TheStreet.com Rating: D+ What is this?

RNR
Renaissancere Hol
$47.80
0.00%
$46.61

"The devastation that took place in the industry as a result of the hurricane seasons in 2004 and 2005 has meant that pricing for reinsurance coverage rose dramatically in Jan 1 and continued to rise for the business that got renewed on June and July 1 of 2006." "All of our contacts indicate pricing remains very strong"

People owning RNR also tend to own: AAV AERO ALL AOS ASH BAC BER

TheStreet.com Rating: C What is this?

CCRT
Compucredit Corpo
$3.11
+1.97%
$3.04

No Analysis added

People owning CCRT also tend to own: AAPL AMAT COH CRYP IVN MSFT TEK

TheStreet.com Rating: D What is this?

MRH
Montpelier Re Hol
$14.04
0.00%
$13.82

No Analysis added

People owning MRH also tend to own: HRT USG CRYP DFC GRA LQU NYX

TheStreet.com Rating: C What is this?

PRAA
Portfolio Recover
$38.86
+3.71%
$37.40

No Analysis added

People owning PRAA also tend to own: BBX CCRT COF ECPG FAC FMD IFC

TheStreet.com Rating: C What is this?

ECPG
Encore Capital Gr
$13.29
-4.04%
$13.70

No Analysis added

People owning ECPG also tend to own: APNS.OB AVNR DSCO EBHI EV ICGE IMA

TheStreet.com Rating: C What is this?

PRS
Primus Guaranty L
$2.89
0.00%
$2.80

No Analysis added

People owning PRS also tend to own: APNS.OB AVNR DSCO EBHI ECPG EV ICGE

TheStreet.com Rating: D- What is this?

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No Blogs Found

06/12/2007 22:42 PM CDT Asked by emarascia
What's your analysis of FAC?

05/16/2007 23:09 PM CDT Asked by PaulinKansasCity
LEND should be on the list (ouch)!

04/29/2007 20:50 PM CDT Asked by Goldy
need sfwj.pk and mumi.pk

03/19/2007 18:06 PM CDT Asked by Jose X. Orellana
What happened with the share of the invested on LEND?

01/25/2007 23:10 PM CST Asked by tim paller
nancy pelosi

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