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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: TobagoJack who wrote (58954)1/14/2005 11:30:14 AM
From: Ramsey Su  Read Replies (2) of 74559
 
the problems with shorting homebuilders:

1. they lag behind everything by months.

2. the avg age of analysts covering sector is 22. They have never heard of RTC, daisy chains, foreclosures, REOs.

3. homebuilders are sitting on cash.

4. they are not trading at dot.com PEs.

5. earnings estimates are low, unlikely that they will miss earnings.

6. dividends.

7. short interest pretty high already on many.
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