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To: Les H who wrote (194393)9/30/2002 3:39:08 PM
From: orkrious  Respond to of 436258
 
someone posted a couple of weeks ago that Neff said he had 1/3 of his personal portfolio in builders.



To: Les H who wrote (194393)9/30/2002 3:45:14 PM
From: Charles P. Hubbard  Respond to of 436258
 
there is the catch - "5.5 to 6 times NEXT years earnings"



To: Les H who wrote (194393)9/30/2002 5:26:45 PM
From: reaper  Read Replies (2) | Respond to of 436258
 
Les, that's his personal money, not Windsor. he hasn't run that fund for years.

only guy i know who is really heavy into builders is Ken Heebner ; he runs CGM and he used to be regarded as a really savvy investor (i don't know if his reputation is still as good but have no reason to believe its not).

Cheers



To: Les H who wrote (194393)9/30/2002 6:05:24 PM
From: Les H  Respond to of 436258
 
OPEC in the line of fire

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