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To: cybersaavy who wrote (120697)6/21/2005 8:09:21 AM
From: skinowski  Respond to of 209892
 
Interesting... Your refinancing dollars at work - a bubble in travel trailers. We are looking at an image of dreams fulfilled. But yes, it does look toppy. Stops would be a bit wide, but it could be a play.



To: cybersaavy who wrote (120697)6/21/2005 10:04:03 AM
From: skinowski  Read Replies (1) | Respond to of 209892
 
WGO - shorted some on the open, and picked up a couple of 2006 ITM puts for starters... I do like the chart, but - FA-wise - as kids were growing up, I used to go camping a lot... and, imo, with today's gasoline prices many people will have second thoughts about buying big trailers or mobile homes.

Just having a little Peter Lynch moment.... -g


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