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To: Paul Senior who wrote (18378)1/9/2004 5:16:18 AM
From: Neil H  Respond to of 78751
 
Re: the homebuilders - LEN may be a good one to watch if they are declining. They are a entry level builder and have noted forecasted earnings icreases in coming years. If the industry slides, this one will be a good one to pick up. Already low PE as is.

Neil



To: Paul Senior who wrote (18378)2/14/2005 12:19:26 PM
From: Paul Senior  Read Replies (2) | Respond to of 78751
 
Not a good day for us who are in home building stocks. Perhaps the long-awaited, long-predicted slowdown in housing might be upon us. I'll bump up my position in Orleans Homebuilders today though. Forward '05 p/e, roe, profit margins attract.

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