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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: kodiak_bull who wrote (39879)	3/7/2005 11:34:27 AM
From: jim_p	Read Replies (1) \| Respond to of 206200

stockcharts.com[h,a]maclyiay[pc20!c10!c50!c89!c40!c30!c200!f][vc60][iut!Ub4!Ua12,26,9!Lh14,3!Lc20!Ld20!Lj[$spx]!Lf]&pref=G stockcharts.com[h,a]maclyiay[pc20!c10!c50!c89!c40!c30!c200!f][vc60][iut!Ub4!Ua12,26,9!Lh14,3!Lc20!Ld20!Lj[$spx]!Lf]&pref=G stockcharts.com[h,a]maclyiay[pc20!c10!c50!c89!c40!c30!c200!f][vc60][iut!Ub4!Ua12,26,9!Lh14,3!Lc20!Ld20!Lj[$spx]!Lf]&pref=G Based on the fundamantals I would be short oil service stocks today if we hadn't had a break out to multi-cycle highs in the XNG and the XOI. For now I'm watching, but the odds clearly favor the shorts IMO. Jim

To: kodiak_bull who wrote (39879)	3/7/2005 1:10:21 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 206200

Housing Market.... prudentbear.com tic` toc' ["That investors’ share of home sales came in at 23% was a shocker for the NAR since they’d figured the number was closer to 9%. Instead, about one out of every four homes bought these days is being touted as a money maker."] ["Apparently as much as 60% of some Las Vegas subdivisions were bought up by investors"] ["A few spoil sports have begun to point out that this kind of thing has happened before. Real estate trend watchers Integra Realty Resources told the New York Times that it took the South Florida market seven years to recover from the 1986 plunge in real estate values."] ["So far, Dru Finley is waiting for her investment to show her the money. According to a recent New York Times article, she and her husband have been in the real estate biz since they bought a one-bedroom condo last summer for half a million dollars. But the income from renting the property comes in about $1,000 short of covering the mortgage and maintenance expenses. No problem for the newbie investors – they have their respective eyes on the windfall they’ll get from selling the property down the road. "It seems that real estate always goes up," Ms. Finley told the Times."]

To: kodiak_bull who wrote (39879)	3/8/2005 4:15:50 PM
From: SliderOnTheBlack	Respond to of 206200

["Despite what a recent returnee might say about anticipate vs react, with strong trending instruments (OIH, BZH, etc.) it is a form of suicide to anticipate where a top might be..."] tic` toc' - it's a start (vbg). ...you can't win, if you don't own a ticket~ WLS WILLIAM LYON HOMES 84.87 -3.04% MDC M D C HOLDINGS 76.45 -2.57% BZH BEAZER HOMES USA INC 169.12 -2.73% PHM PULTE HOMES, INC. 77.95 -1.39% KBH KB HOME 121.23 -2.67% RYL RYLAND GROUP INC 67.96 -5.36% CTX CENTEX CP 62.542 -3.34% TOL TOLL BROTHERS INC 86.38 -3.43%

To: kodiak_bull who wrote (39879)	3/9/2005 10:38:22 AM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 206200

Homebuilders...re: An-tic-i-pa-tion ~ I know... it's like doing a Sammy Sosa Home Run Hop after getting a foul ball off of Randy Johnson... but, sometimes you just have to celebrate life's little victories ... ;} ...another day, another couple of Homebuilder Short dollars: RYL 9:51AM ET 65.75 1.79 -2.65% CTX 9:51AM ET 60.94 1.51 -2.42% KBH 9:51AM ET 118.15 2.75 -2.27% PHM 9:51AM ET 76.35 1.64 -2.10% BZH 9:51AM ET 164.57 4.17 -2.47% WLS 9:51AM ET 83.01 1.98 -2.33% MDC 9:51AM ET 74.46 1.94 -2.54% TOL 9:51AM ET 84.20 2.00 -2.32% If we only get another correction like last spring '04... I'll be happy...but imho, fundamentals have definitely changed...it's no longer an over-bought sentiment trade. PS: re: Merrill Lynch's Richard Bernstein Energy Note [" 75% of Institutional Investors are overweight Energy"] ...add that to their internal, individual investor put:call ratio reaching alltime Bullish levels - with the highest levels in Energy...and you have to ask yourself a question: - What has always happened in the past in cyclicals when those types of ratio's are reached ? ...when, not if. tic' toc`