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Strategies & Market Trends : Joe Stocks Trader Talk

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To: D. K. G. who wrote (565)	3/18/2002 9:35:58 PM
From: Joe Stocks	Read Replies (1) of 787

Homebuilders- My favs for weakness are MDC, PHM and LEN. I also am long puts on RYL. The industry is starting to get negative press and the volume is picking up. Of course we got to this stage several times last year. What's different here is that rates always looked to be going lower. Now the rates next move is up. Auto dealerships could face weakness too with interest rate issues. SAH looks like one to watch there. I have a small short position from 30.90. Joe

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