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

To: LTK007 who wrote (3758)	4/23/1998 9:24:00 PM
From: Sergio H	Read Replies (1) \| Respond to of 29382

Max, I sold my May 22 1/2 options yesterday as I suggested to Joe. We still like the stock and are holding it in our portfolio. I am not sure if the other Amigos have sold all or some of their options. In any case the stock is good and the market was not today. Most of the stocks that we put in the Amigofolio are long term holds unless otherwise indicated. Sergio

To: LTK007 who wrote (3758)	4/23/1998 10:38:00 PM
From: OldHack	Read Replies (2) \| Respond to of 29382

Max. Thanks. Understand your position completely. Unless the Market goes haywire (more than a probably overdue 10-15% or so correction) and/or for as long as housing remains strong both LEN & DHI should grow. Am kinda surprised DHI is in the anything goes category. Seems more another potential moldy, at least interim oldie. Now, the Amigos' AIRM, SCOC & DWYR and perhaps others like MWDS, HDIE & LCAV might be a bit more anything goes! Do you by any chance have WCOM in your oldies? Bought some for daughter & wife's group as a hopefully safe longer term internet/telephone play. Any thoughts here on it? Best wishes, OH

To: LTK007 who wrote (3758)	4/24/1998 7:15:00 AM
From: Cary C	Read Replies (1) \| Respond to of 29382

>>Also,the amigos anxiety is also near term and not long-term,as they have May22.5 options.<< Actually Max in the portfolio we have DHI common.Personally we all own the options. I believe Mike and I sold enough to cover our costs the other day when it went to 23.5. I am letting all of the profit money ride because I still think it will do well short term. Interest rate increase or not, with 1 billion in booked orders, DHI long term is solid. Don't see us selling before 30 unless we need money for something else. Cary