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To: ild who wrote (101733)5/12/2001 2:36:10 AM
From: XBrit  Respond to of 436258
 
Good article in Grant's. I'm strongly considering shorting the homebuilders myself. I took a shot at BZH this week but got stopped out on a very tight stop. Still gun-shy after Greenspan singed my hair last month, but I expect my confidence will come back.



To: ild who wrote (101733)5/12/2001 2:42:35 PM
From: patron_anejo_por_favor  Read Replies (1) | Respond to of 436258
 
<<Are you short home builders yet?>>

I'm close. I think the next downturn will hit those guys with a ton of inventory, and I think we've seen the bottom in mortgage rates for the cycle. I'm gonna look at some charts this weekend and decide. Other plays on this are GDW (the huge Cali finance co) and of course FNM and FRE.



To: ild who wrote (101733)5/12/2001 2:44:14 PM
From: John Pitera  Read Replies (2) | Respond to of 436258
 
that is a very interesting question that you raise, with this upmove in interest rates, it makes some sense

what type of exposure do these 3 have in Ca. I wonder?



To: ild who wrote (101733)5/13/2001 12:34:21 PM
From: timers  Read Replies (1) | Respond to of 436258
 
what's the story link?


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