Actually I'd play CFC ovr HMBN. What they bought with HomeBanc was the strategic relationships that HMBN had with hundreds of real estate offices. Its owning the referral networks that ultimately pays off in the mortgage business. Besides, CFC has always been notoriously conservative. They, along with Wells Fargo and a few other big boys will survive this just fine...
CFC chart looks decent too right now after very brief look.
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