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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: Sergio H who wrote (2092)3/24/1998 12:24:00 AM
From: LTK007  Read Replies (1) | Respond to of 29382
 
Just to help us maintain are equililibrium,3 weeks ago an analyst
of note on CNBC(but don't ask me his name,can't remember)was asked his pick for the year and he said D.R.Horton.
The only factor that would worry me would be some problem with merger--but that is so remote.
I also would like this resolved because if it is just arb thing,this would be a terrific for my taking an added position..My cost-basis right now is 20.00.max90



To: Sergio H who wrote (2092)3/24/1998 1:59:00 AM
From: Cary C  Respond to of 29382
 
>. The fundamentals are still overwhelmingly good and that is what I tend to look at. I am seeing a buying opportunity here caused by factors that I do not understand. I'm going to wait one more day and see how this plays out before calling for help. I am not used to being wrong on fundamental information.<

Sergio I agree with you as far as the fundamentals regarding DHI.
Everything as far as I know remain intact. The back log along with the improved bottom line margins from the merger and acquisitions should in itself be enough to propel both CON and DHI.

Cary