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

To: Paul Senior who wrote (10048)	2/23/2000 5:59:00 PM
From: Allen Furlan	Respond to of 78618

Paul, others for comment. We all know about the disdain for home builders shown by the market. Has anyone done an analysis of the sector relative to p/e and p/s and more importantly what might be out of line inventory? Washington Post had story on whi today. Company is doing remarkably well and has p/b=.57 p/s=.11 and p/e=3.4 True value stock based on financial indicators. However their inventories are up and are about 5 months now. Is this out of line? What else to look for. I am familiar with their product and at best medium quality. However they are focused on low to medium price buyers and have a good market niche. P.S. Elamf has doubled recently and I sold half my position.