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Strategies & Market Trends : Value Investing
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To: LLCF who wrote (8275)9/15/1999 6:30:00 PM
From: James Clarke  Read Replies (2) of 78825
 
Anybody who has hung in there with the manufactured homebuilders could get a nice pop if this hurricane wipes out South Carolina - that's where the worst excess inventory is. A hurricane is like a redneck divorce - somebody always loses a trailer.

On the downside, I have Springsteen tickets tomorrow and the damned hurricane is going to hit Philadelphia right at concert time. Doh! And if you own insurance stocks, I hear people talking about $100 billion of damages possible - Andrew did $16 billion.
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