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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

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To: The Ox who wrote (1263)	11/27/2012 11:29:21 AM
From: richardred	1 Recommendation Read Replies (5) of 8239

Ox, I'm liking stocks tied to the housing sector. Do to positive signs in the sector. I also think stocks in the regional banking sector will do well in the coming quarters if the housing recovery continues. So I Believe those sectors are timely. GFF/QEPC are one I own long and have no technical significance yet. Both bought at distressed prices. GLW had a good report today. Gorilla Glass is growing well. I'm Still looking for another DDD before it becomes discovered. That's why it's important to watch trends. FWIW- I still have some LNDC which owns a stake in a company have positive trend in (Winset Farms)growing hydroponically. I sold all my pre six shares. It was my biggest weighting, but not any more. (Windset) They have 64 acres of greenhouses which is being expanded already because it was successful. Message 28173401 I recently added untimely SKY in a timely sector. It is not profitable and will not be profitable till they can have some sales volume. It has lots of excess capacity sitting idle. I'm buying now because I believe its a good value. It's selling below book. It recently sold two idle plants and a company jet. All were sold for gains. I believe it might sell more of the idle capacity and book more one time gains. Based on earlier sales gains on idle plants sold. The idle sights are company owned and IMO most likely carried on the books conservatively. Insiders own the majority of the stock which I believe is a plus on a money losing , but debt free company. This because their money is at risk as mine is. I'll most likely be willing to wait for a recovery at SKY because they will be able to shelter earning from tax loss carry forwards if and when they become profitable. Appreciation potential is high, and in my style , but so is risk, if a recovery fails to materialize there. RE: SKY's latest 13d's . Two 5% holders added to their positions. Technically, this Company, American Woodmark Corp. (AMWD) is sector related and gaped up during good reported earnings. It might be worth keeping and eye on. Julius recently posted Masco MAS, which is also IMO looking good in the sector technically. AMWD Message 28561235 Masco Message 28561181

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