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

To: kodiak_bull who wrote (11930)1/27/2002 12:27:00 PM
From: Second_Titan  Read Replies (1) | Respond to of 23153
 
KB I suspect you & Greenie are bit too bearish overall.

Luckily I exited BZH at 71.5 for a profit before it took off. I did cut back a bit on TOL for a small loss and am holding CTX. I have some nice gains in previous trades so I may be ready to cover to cancel out some of those gains.

Between the monetary stimulus and the LOW energy costs I suspect we are at an inflection point. My feeling is housing will roll over with interest rate increases on the horizon, but the HB sector could be a hiding place for some months.

With Jim_P's apparent forecast of peak OSX valuations in late 2003, I may need to rethink my Jan 03 LEAPS in NE NBR GSF.



To: kodiak_bull who wrote (11930)1/27/2002 5:24:23 PM
From: chowder  Read Replies (1) | Respond to of 23153
 
KB, in your post to Greenie you mentioned,

>> In any event, you and I have been thinking TOO much alike recently (Osx, builders, retailers). It's a little scary. <<

Now if we can just get him to slow down enough to enjoy the scenery. <g>

Did someone say the Patriots won? Tar and feather me, I slept through the game. Where's my Patriots cap? I feel the need to wear it out in public tonight.

dabum


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