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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: kodiak_bull who wrote (11037)	12/12/2001 11:49:08 AM
From: Gottfried	Read Replies (1) \| Respond to of 23153

kb, I'm not involved with the home builders, but your arguments sound reasonable. Looking at TOL I'd expect its rise to falter under 45 stockcharts.com[w,a]whcayimy[pb50!b200!i!f][vc60][iUb14!Lw14!Lc20] If I wanted to short it, I'd wait till it falters. Gottfried

To: kodiak_bull who wrote (11037)	12/12/2001 12:13:20 PM
From: jim_p	Read Replies (6) \| Respond to of 23153

KB, Utilities have gotten hammered. Instead of being in cash, why not buy a basket of utilities that are now yielding over 5%, and paying out less than 70% of EPS and have leverage less than 2X? Take a look at: CO. Yield Payout % Leverage SO 6.0% 84% 1.3X DTE 5.1% 59% 1.91X AEP 5.8% 68% 1.8X REI 6.1% 47% 1.34X PGN 5.1% 63% 1.61X ED 5.8% 68% 1.1X Any thought would be appreciated? Jim