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Strategies & Market Trends : Value Investing

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To: Q. who wrote (8827)	11/1/1999 12:39:00 PM
From: Grommit	Read Replies (1) of 78628

Heads up on the Home Builders... Upward movement has reached the home builders recently. We knew that were fine value plays and they are now being recognized. I noticed a few institutions reducing exposure a few months ago and if they are trying to time things, maybe they will be returning. Maybe this action is them? :o) quote.yahoo.com You can view risk in a couple of ways. You can seek a lower debt level perhaps or seek a company in a stronger market. SPF is one of my favorites. They are mainly in the solid Calif market with a bit of Arizona and Texas. Their debt load is typical but they are on the lower end of my capitalization size rannge at $350-$400 million. They have been beating EPS eatimates, which are rising. I have overweighted this sector with CTX, LEN, SPF, CROS, DHI. regards,

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