The Residential Real Estate Crash Index Message Board

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Strategies & Market Trends : The Residential Real Estate Crash Index

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To: ChanceIs who wrote (210347)	7/13/2009 5:37:10 PM
From: Perspective	Read Replies (1) of 306849

<Hmmm. Forgot what MIDD does. I did look at the financials and they smelled bad. The chart looks great for a dark sider.> You're RUINING my image of you! I thought you were a rational investor! <G> MIDD does restaurant capital equipment, although it seemed like they didn't sell much in the U.S. That's one I didn't pick up. Restaurants may be able to avoid some of the pain by slashing staff, but they aren't going to be expanding, and they aren't going to be doing much capital investment. I'm disappointed that I haven't identified more capital equipment providers to the restaurant sector. Anybody got ideas? I guess the REITs are also a type of "capital equipment" for the sector. I still have no GMCR, although I decided to pull the trigger on CBOU, so if one of us shorts DDRX, we'll have the coffee bubble covered. CBOU was nicely red today as well. I used the general strength to add to several CRE shorts, and a few more trash names. Hope I'm not too terribly early... `BC

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