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

To: Paul Senior who wrote (23307)2/8/2006 1:26:49 AM
From: Carl Worth  Respond to of 78683
 
i'm still hoping to buy SPF around 30...a month or so ago it looked like there was no chance, now it almost looks like a certainty <g>

SPF has maintained their guidance and looks poised for a strong 2006, despite a few stumbles in the sector

time will tell, no doubt that homebuilders are the about the most unloved sector out there at this point, which is often an opportunity for the patient investor



To: Paul Senior who wrote (23307)2/9/2006 11:43:13 AM
From: Grommit  Respond to of 78683
 
homebuilders -- i agree that they are probably good buys because they are sooo out of favor now. but i wonder if they will be better buys a little bit later.

i still have very small amt of RYL (not a "starter position", as you would say, but maybe a "still holding for sentimental reasons" position).

will wait and buy eventually. thanks for reminding us.

grommit


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