SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (19786)10/7/2004 7:20:08 PM
From: Madharry  Read Replies (2) | Respond to of 78609
 
in my view better to have lots of cash and an economic moat and prospects of earnings in the future than to have past earnings and not know if they will be there in the future.
If housing drops by 20% what will happen to the earnings of builders? they will be sitting there with a lot of work in process and inventory. will they be marking to market?