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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (58954)1/13/2005 10:08:53 PM
From: energyplay  Read Replies (2) | Respond to of 74559
 
There's a report that preliminary US corporate taxes will be up 40% year on year for Q4 2004. That means that corporations generally made more money.

It also means Federal tax revenues will be increasing, reducing the the need to issue more Treasury bonds.

US personal quarterly tax payments are due Jan. 15.

About a week later, we should get an idea how tax revenue is running. Significantly higher revenue is likely to help the US Dollar - for a short time.



To: TobagoJack who wrote (58954)1/14/2005 11:30:14 AM
From: Ramsey Su  Read Replies (2) | Respond to of 74559
 
the problems with shorting homebuilders:

1. they lag behind everything by months.

2. the avg age of analysts covering sector is 22. They have never heard of RTC, daisy chains, foreclosures, REOs.

3. homebuilders are sitting on cash.

4. they are not trading at dot.com PEs.

5. earnings estimates are low, unlikely that they will miss earnings.

6. dividends.

7. short interest pretty high already on many.


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