SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: que seria who wrote (11420)1/3/2002 2:49:00 PM
From: jim_p  Read Replies (1) | Respond to of 23153
 
que,

1. If the economy recovers, interest rates will be on the increase. Housing stocks generally go the opposite way of interest rates.

2. Housing has held up very well, but it generally lags the economy. If the economy does not recover housing will eventually get hit hard.

3. No insider buying and lots of insider selling is generally a good indicator that the current cycle has come to an end.

4. Housing is still a very fragmented industry with the majority of the homes being built by the ma and pa companies. Any capital intensive industry with lag times in construction and a one that operates in a competitive environment will go through cycles.

5. The believe that housing is no longer a cyclical sector has set up some of the better shorting opportunities the sector has seen in may years.

JMHO,

Jim



To: que seria who wrote (11420)1/3/2002 3:48:04 PM
From: aerosappy  Respond to of 23153
 
que -- Builders due for a bounce?

I certainly hope not, as I am short BZH, CTX, DHI, HOV, KBH, LEN, PHM and TOL.

I am also starting to short some of the retailers -- first is TGT, more to come....

Happy trading to all! I am caught here at home in Atlanta. Roads and airport still a mess. Kb, we do not have the tools and equipment (e.g., snow tires, chains, etc.) for a "manly" response to small amounts of snow and ice.