Heinz Blasnik- Views You Can Use Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Heinz Blasnik- Views You Can Use

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Wyätt Gwyön who wrote (1694)	5/22/2003 2:22:22 PM
From: jrhana	of 4912

<I just think there are better short candidates out there> <Lennar, arguably the best-managed home builder, is up more than 30% since early March. Yet, even at Wednesday's $59.50, the stock is at only a multiple of 7.8 times this year's projected earnings.> If anything I might consider going long LEN and I have only PM stocks (well and Cnadian Diamond stocks <g>) at present. This company has the reputation of being superbly managed. I would think other things being equal why not pick one of about a million poorly managed companies to short? In addition I am probably the only person in the SI world who does not buy the real estate crash scenario. At least not in the ST or IT. Low interest rates a weak dollar and a lack of better perceived opportunities are keeping people buying. Message 18966220 Message 18964857

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next