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

To: orkrious who wrote (60059)8/16/2006 2:21:15 PM
From: damainmanRead Replies (2) | Respond to of 306849
 
You are one brave soul- the way I see it, those fund managers see headline inflation contained,oil and interest rates moderating, the Fed done, and charts breaking out- Goldilocks in other words. I am stepping aside until the euphoria subsides...



To: orkrious who wrote (60059)8/16/2006 2:33:27 PM
From: Travis_BickleRead Replies (1) | Respond to of 306849
 
I added some more WCI and a small position in PHM. Figure I'll add a little bit each day until the direction changes.

WCI forward p/e now over 15 though there probably won't be any "e" at all.


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