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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (19790)	10/18/2005 1:13:23 PM
From: Paul Senior	Respond to of 78625

Homebuilder DHI: A year later and I find myself now again adding yet more shares to my DHI position. P/sales ratio is relatively high here. Other metrics look pretty good to me. Profit margins have been increasing - the suspicion is that sales will drop and profits might evaporate. Looks like the company though is still headed for a 28th or 29th year of consecutive revenue increases and profit increases. Yahoo shows forward p/e under 6. People who've shorted homebuilders recently are doing very well indeed. And they may continue to do so. Graham's voting machine is getting a lot of use -g-. I just hope my use of the weighing machine here turns out to be the right machine for me and that I am using it correctly.