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Strategies & Market Trends : Contrarian Investing

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To: bruwin who wrote (27)	9/11/2006 9:35:16 AM
From: fedman	of 4080

I am a lifetime member of AAII and subscribe to their stock superstars report. I get very little of my actual investing picks from them, but I like to see the different criteria that the screens use to help give me some metrics to use when evaluating stocks of interest to me. In the railcar sector, I have owned PRPX and RAIL, figuring that the booming rail business would require parts. However, as commodity and railstocks are getting hit right now, I've backed away from that sector. Regarding contrarian investing, I suppose one sector to watch is homebuilders. I've made some money writing out of the money calls on the Spyder homebuilder index (XHB) but wonder if that sector isn't due for a rebound. There was a somewhat compelling article in barron's the other week about the homebuilder stocks getting so close to book value that they may have been beaten up too much. Here's a link to the article: geocities.com I'm thinking of maybe taking a small stake in the best in breed here, like CTX, but I want to watch them a bit more this Fall. While I think we are likely near a bottom, I can seem these stocks trading sideways for a long time. Fed

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