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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (1694)	5/22/2003 11:51:07 AM
From: LLCF	Read Replies (1) \| Respond to of 4912

I hear you... I've now given back much of earlier profits in the sector :) DAK

To: Wyätt Gwyön who wrote (1694)	5/22/2003 2:22:22 PM
From: jrhana	Respond to of 4912

<I just think there are better short candidates out there> <Lennar, arguably the best-managed home builder, is up more than 30% since early March. Yet, even at Wednesday's $59.50, the stock is at only a multiple of 7.8 times this year's projected earnings.> If anything I might consider going long LEN and I have only PM stocks (well and Cnadian Diamond stocks <g>) at present. This company has the reputation of being superbly managed. I would think other things being equal why not pick one of about a million poorly managed companies to short? In addition I am probably the only person in the SI world who does not buy the real estate crash scenario. At least not in the ST or IT. Low interest rates a weak dollar and a lack of better perceived opportunities are keeping people buying. Message 18966220 Message 18964857