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Strategies & Market Trends : Three Amigos Stock Thread

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To: Cary C who wrote (1230)2/28/1998 3:57:00 PM
From: Sergio H   of 29382
 
<Sergio that was a GREAT article on NRL. Numbers first week in March. Could be very interesting next week.>

Let's take a look at some short term calls.

<DHI how sweet it is. I am confused about the WBB thing. I did read where a big REIT and a big conventional home builder are vying to buy them. I personally would be surprised if this was DHI.>

Cary, the Wall Street Journal thinks it's DHI.

<I don't believe that institutions or wall street would be in favor of this since there was some concern over the CON deal.>

Wall Street loves the CON deal. First of all because it is not an acquisition but a merger and second of all because it is accrettive to earnings and most importantly is the immediate PE and margin improvement that DHI will derive upon completion of the deal.

<Now I know you take pleasure in proving me wrong.>
Not at all.....LOL!!!!! I do enjoy discussing stocks with you though.

Sergio
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