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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (26239)	2/10/2005 11:28:46 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

ild, how long will that be out there? I am assuming for now I can pass out that link as well. thanks Mish

To: ild who wrote (26239)	2/11/2005 8:25:03 AM
From: orkrious	Read Replies (2) \| Respond to of 110194

harrison: The homies were hosed this morning by Citigroup....Solly....Smith Barney...you know, those guys. While they remain positive on the group and still think you should own 'em, they expect the rate of earnings revisions to slow and the stocks to plateau. They cut targets across the sector and punted Beazer (BZH), Hovnanian (HOV), KB Home (KBH), Pulte (PHM), Ryland (RYL) and Toll Bros (TOL) to hold from buy.

To: ild who wrote (26239)	2/11/2005 10:02:30 AM
From: Crimson Ghost	Read Replies (1) \| Respond to of 110194

ID Thanks for posting that CI report! At some point all this nonsense is going to trigger a massacre in the bond market. Common sense always carries the day in the end, even though it sometimes appears that basic commons sense has become "obsolete."