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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (6966)	4/26/1999 6:18:00 PM
From: TimbaBear	Respond to of 78651

If you like builders, also check out NVR....I've owned them for about 6 years

To: Grommit who wrote (6966)	4/26/1999 6:36:00 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78651

Home builders: Garzarelli mentioned this sector as being very undervalued recently. My nearest pass at this sector was my recent rec. on this board of USG @48...now at 59.75 due to shortages of their mainstay, wallboard, giving them a freedom to price truly rare in todays somewhat disinflationary environment. And this rarity available @ below 9 PE. I've book marked the list and will look at soon.

To: Grommit who wrote (6966)	4/27/1999 10:30:00 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78651

Grommit, TimbaBear: re Homebuilders. Thanks for list, Grommit. I bought a full position in SPF after it was posted here about 9 mo. ago I think. Missed(passed on)BZH and UH. I'll relook and Kaufman and Broad again. Newmark I hadn't heard of: I'll look at it. Can't tell where we are in the homebuilding (stick builders) cycle--times have been good a very long time it seems to me. Looking past current record orders, who knows? Some stocks of ancillary co's related to new homes have also been doing well right now too (appliance makers, carpet mfgers, title co's). TimbaBear: If you're a long-term holder of NVR -- congrats. Looks like it's gone up about 6 or 7 times in past 6 years. Not bad for a stock that still sports a pe under 8.