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Politics : Welcome to Slider's Dugout
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To: anyer who wrote (468)8/23/2005 3:22:41 PM
From: SliderOnTheBlack  Read Replies (1) of 50652
 
anyer re: TOL earnings....

Valid points.... but -

I don't think that the Homebuilders are going to be trading on the past results of Q2 2005, but rather the expectations of what looms ahead ...

For the Longs... this is also a chance to exit and take profits/chips off the table into good news.

For Fund Managers, in regards to the Peer & Benchmark mandate... one way for Fund Mgr's to outperform here, is to lock in profits and exit the now fading leadership of the Homebuilders and perhaps Energy....beating the Crowd to the Exit Door.

Energy has that "Geopolitical" mystery money from the Carribean and the Derivatives Players like GS who are in deeeeeeeeeeeeeep.... the "Homie's" don't.

Safer bet building SHORT positons into Technical Momenteum on the homie's here imo.

I will be estatic here if the OSX retraces to anywhere near 150... I'm banking 1/2 of the profits from this Short-Trade and those from earlier this Spring - and with the other 1/2; I'll be using the "House's Money" to throw on a large PUT-Option Levered Trade against Simmons Q4 Supply-Demand Shock-Thesis.

The Sentiment Tide in the Broad Market is turning rapidly...September is a seasonally soft month for the market and "Black-October" looms in the shadows (vbg)...as the Fed continues it's Rate hikes.

Slider
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