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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (27142)	2/24/2005 1:55:49 PM
From: Ramsey Su	Read Replies (2) of 110194

Russ, I don't know how the homebuilder stocks will perform but the companies, from an FA perspective, are pretty strong. Most of them got cash. Most of them got a ton on backlog. Most of them got inventory diversified in broad geographic regions. None appears to be all that aggressive in building unsold inventory. So that may all change, but due to what? Higher interest rates? Unemployment? Real estate bubble bursting? I believe if those events are to occur, there are many other sectors that will be hurt first, and far more severely than the homebuilders. (again from a FA perspective) As Bobbie Toll said yesterday - THE SHORTS WILL BE CRUSHED. Ramsey

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