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Strategies & Market Trends : Short Selling, Dark Side, Bubble Busting Laboratory
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To: Michael Young who wrote (312)8/23/2006 1:24:21 PM
From: Perspective   of 361
 
<basic material/construction stocks look most vulnerable.>

Which ones in particular?

I've got a couple construction suppliers, like BMHC, FRK, and some of the equipment and materials manufacturers, like MTW, TEX, CAT, IIIN.

Nibbling at steels, IPS, X, OS, but that makes me really nervous. I know they're heavily dependent upon construction, but I also respect that commodities may be in the early days of a multi-decade secular bull.

BC
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