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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (22914)	1/6/2006 10:23:50 AM
From: Madharry	Read Replies (1) of 78715

I have not analyzed the homebuilders so I dont know what happens if rates skyrocket and home prices collapse. its possible that r/e owners are hedging the value of their homes by short selling the homebuilders. The oil companies stock dropping seems ridiculous to me. everything i have read indicates that the oil companies are making investment decisions based on oil in the 25-30 range. even rationales i am hearing from intelligent people and analysts for selling oil stocks seem specious to me. a good friend of mine who made a lot of money in oil in 2005 said he sold a lot of it took money off the table and was going to reinvest it gradaully. An analyst on CNBC said that although she like energy fundamentally she was underweight bacause of sentiment.

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