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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (6966)	4/27/1999 10:30:00 AM
From: Paul Senior	Read Replies (2) of 78659

Grommit, TimbaBear: re Homebuilders. Thanks for list, Grommit. I bought a full position in SPF after it was posted here about 9 mo. ago I think. Missed(passed on)BZH and UH. I'll relook and Kaufman and Broad again. Newmark I hadn't heard of: I'll look at it. Can't tell where we are in the homebuilding (stick builders) cycle--times have been good a very long time it seems to me. Looking past current record orders, who knows? Some stocks of ancillary co's related to new homes have also been doing well right now too (appliance makers, carpet mfgers, title co's). TimbaBear: If you're a long-term holder of NVR -- congrats. Looks like it's gone up about 6 or 7 times in past 6 years. Not bad for a stock that still sports a pe under 8.

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