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Strategies & Market Trends : P&S and STO Death Blow's -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (20211)	12/16/2002 8:51:00 AM
From: Softechie	Read Replies (1) \| Respond to of 30712

This dude is going to cleaners...Hedge fund manager gives his picks In this weekends Barron's, Hedge fund manager Jeff Gendell (who is up 33% this yr in one of his funds) issues a bullish call on the market. Gendell is particularly positive on housing stocks, where he has about 40% of his fund. He says Centex (CTX) is the cheapest stock in the S&P 500, trading at just 5x earnings: "Why would I buy another stock." He also is positive on the Oil Service Holdrs (OIH), Iberiabank (IBKC), and homebuilders PHM and KBH. Gendell is short gold stocks on view the asset values are below the stock-market values. He mentions Newmont Mining (NEM) specifically in the interview.