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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (19755)	10/4/2004 7:23:30 PM
From: Paul Senior	Read Replies (2) of 78625

Still have all shares of all stick-builder stocks that I've mentioned over the past years. Good rev growth, low p/e's, industry consolidation. Not a good day today for this sector - spillover from Pulte warning, I presume. Nor will tomorrow be better for the sector from what I see in after-hours trades. I added to my small position in CTX today. Am considering adding to KBH tomorrow. Safest - if that's the right word - bet - imo - is DHI for those who might be looking to start a position in the sector. (I last added in July). DHOM, with no exposure to the Las Vegas market (- the apparent issue with PHM), also seems attractive to me on a p/sales p/book basis. (I last added to it in August.) There seems to be a big bunch elsewhere on SI who are looking to short homebuilders to play what they consider the housing bubble or to hedge the value of their own homes. finance.yahoo.com

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