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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (52819)	6/24/2006 4:13:05 AM
From: XBrit	Respond to of 116555

Yes, the analysis you posted makes a strong case that LEN and MDC are good short choices within the homebuilder universe. Not surprised a hedgie would be interested. Not sure what the cash flow situations of the other major builders are. Based on the chart I posted, I'm prepared to guess there's another halving of stock price ahead for all of them, more or less. Simplistic analysis... their business is going back to being at least as bad as in 2003 or so, when on average their stock prices were half the current levels.