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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (8287)9/29/1999 5:25:00 PM
From: Les H  Read Replies (1) of 78883
 
They're early cyclicals as opposed to late cyclicals. What caused the big jump in Centex (CTX) today? They're still on my watch list until the tax loss portfolio selling period is over, plus the downward earnings revisions have only just started for some, if not all of them.

Along with auto makers, banks, and financing-related stocks, they're in the early groups after the utilities. Fidelity has an online chart somewhere with the sector rotation timing.
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