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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: MoneyPenny who wrote (59106)8/4/2006 12:46:57 PM
From: orkriousRespond to of 306849
 
Is there a reason you have left out Pulte.

Although it wasn't one of my bigger positions, I was short them for a year or more and covered in June.

With the batch I put on a month ago and the last few days, I concentrated on those with either the highest debt/equity or the highest price/book. Except for CTX, the bigger positions have a little more bubble exposure.

I am sure PHM will go down with the rest. This time I decided to have fewer positions and a little more size.


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