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Politics : High Tolerance Plasticity

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To: kodiak_bull who wrote (9578)	10/16/2001 1:23:18 PM
From: John Pitera	Read Replies (1) of 23153

What I can not figure out is why Ken Heebner is so bullish on the homebuilders, they're something like 25% of his holdings in his one fund. (he was interviewed on cnbc yesterday afternoon) Well actually, I heard him give his rational, but not sure if I'm buying it. He was talking bullish about them several weeks ago on cnbc as well. He often comes up with some good value oriented ideas, but then again, everyone has some misses as well. Housing does seem like it's had a bubble element build into it. and we're even seeing greater deterioration, as we speak: 13:15 ET U.S. Homebuilders Index : U.S. Homebuilders' Index falls to 48 in October from from 56 in September; drop is largest in 16 years of records. hhhmmmmm. John

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