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To: Bill Ulrich who wrote (23581)1/11/2001 12:53:06 PM
From: Dale BakerRespond to of 118717
 
I will check out SPF and NVR tomorrow once I get some sleep to balance the jet lag. SO far I am very happy with LEN and CTX. Entire sector should do well over the next quarter.



To: Bill Ulrich who wrote (23581)1/11/2001 9:37:04 PM
From: Dale BakerRead Replies (2) | Respond to of 118717
 
SPF is an excellent pick, forward PE well under 10 and affordable options (March 20's look good for now).

NVR was more expensive and doesn't have options so I will pass. But SPF is a great addition. Thanks.


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