Shorting the home-builders...

It has been my opinion as of middle of Feb. 2008 that the home-builders would continue to fall. I called them five months ago in September 2007 and Toll brothers, ie., dropped $7. I think we'll see the group-Tol, KBH, Len give up a few more points and then you can get back in for a short-term upward pop. Tol will probably go to $16.50, consolidate, and sit at that level for a week or so. Then, upward again until the next slew of bad news.