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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: GREENLAW4-7 who wrote (37343)12/11/2004 10:30:33 AM
From: jim_p  Read Replies (2) of 206297
 
Greenie,

I've been watching for the last two years also. If you believe rates have to go up they should be a good short, but the question is when to short???

If you look at the build in inventories for HOV, you would think that sales are already slowing. Cash flow for the past 12 months is negative due to inventory build.

So far I'm about even on all my shorting so it's hard to get excited.

Jim
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