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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: lh56 who wrote (69059)5/18/2002 3:34:55 PM
From: SirRealist  Read Replies (1) of 99280
 
I agree that homebuilders could rise a bit more (TOL @ 36?) but both HOV & TOL report 5/29 and I'd be looking for a peak in advance of that date, or 7 days after. The multiples may seem reasonable but expecting 10x earnings growth after interest rates have bottomed and while unemployment peaks is unreasonable to me. What can drive such growth? jmho
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