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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Bob Rudd who wrote (8361)9/25/1999 7:56:00 AM
From: Bob Rudd  Respond to of 78822
 
Manu. Housing: Positive Barron's article may yeild a bounce, but I suspect tax loss selling produces lower lows ahead. One fundamental issue is degree of vertical integration - ownership of dealers: IMO a no-profit zone of the first magnitude with net disintermediation looming...lower cost, 'bricks & clicks' ways of reaching consumer.