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Politics : High Tolerance Plasticity

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To: kodiak_bull who wrote (11930)	1/27/2002 12:27:00 PM
From: Second_Titan	Read Replies (1) of 23153

KB I suspect you & Greenie are bit too bearish overall. Luckily I exited BZH at 71.5 for a profit before it took off. I did cut back a bit on TOL for a small loss and am holding CTX. I have some nice gains in previous trades so I may be ready to cover to cancel out some of those gains. Between the monetary stimulus and the LOW energy costs I suspect we are at an inflection point. My feeling is housing will roll over with interest rate increases on the horizon, but the HB sector could be a hiding place for some months. With Jim_P's apparent forecast of peak OSX valuations in late 2003, I may need to rethink my Jan 03 LEAPS in NE NBR GSF.

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