Dear Leigh,
totally agree with you on STZ -it is the leader of the pack..BUD is cryint in its domestic suds nobody wants..DEO continues to unimpress as does Brown Forman..TAP is okay I guess. Haven't really looked at SAM- Anyway I am long STZ going into earnings..its number one on the IBD list and was recently blessed (or is cursed?) by Cramer..Great article as usual..cheers Carol
I agree with you on the financials..I prefer the insurers to the banks as the big banks are still run by greedy knuckleheads and I think they are still playing the same dangerous games they did before.still sitting on bad loans, lying thru their teeth q after q..yes their charts look good but... they have learned nothing and the regs have not been stringent enough imo. the regionals are safer and I have some of those.
I am seeing signs of a building bubble in our own domestic equity market even as the S&P 500 continues to churn in a very narrow trading range over the past few months. Huh? Our market is LAGGING Europe & emerging markets! what bubble?
RANDOM NOTES...not sure I am as bullish as you..LEN did well because they built more multi family than singles. housing is at 63% vs 69% since 2004 peak.and that number is going to fall even more. Boomers are renting more than any other demo, so they are giving up their houses. rents are so high millenials can't save enough for a downpayment- they may never buy. rents are rising at twice the rAte of inflation but that is not stopping demand. the housing starts rose because the few fence sitters jumped off in re fear of raising rates. but clearly the housing sector is going thru a rough patch and will continue to rough it out for a long time. It's bettertahn it was but it's no snorting bull. I am long LEN KBH Pulte SPF XHB HD WHR AMWD CSTE and a few other related stocks. Cheers and good luck to us. I thought you were just a biotech guy..guess not.
actualy your picture should be of a nice multi unit =that's where they are betting. single family home going the way of the dodo bird. our standard of living is slowly ebbing into third world status. millies are not stepping up to the plate. They are committment phobic and saw their parents suffer thru the last crisis. They are spooked angry and frustrated because owning a home will always gnaw at them.
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oh by the way, I like my Corona with a twist of lime! me gusta!
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Dear Leigh, totally agree with you on STZ -it is the leader of the pack..BUD is cryint in its domestic suds nobody wants..DEO continues to unimpress as does Brown Forman..TAP is okay I guess. Haven't really looked at SAM- Anyway I am long STZ going into earnings..its number one on the IBD list and was recently blessed (or is cursed?) by Cramer..Great article as usual..cheers Carol
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26%!!! yikes! oversold my word...great article as usual..you got it all in...Carol
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wow three greek banks in Albania..now I am worried..lol
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uh the euro went up not down..cheers..
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I agree with you on the financials..I prefer the insurers to the banks as the big banks are still run by greedy knuckleheads and I think they are still playing the same dangerous games they did before.still sitting on bad loans, lying thru their teeth q after q..yes their charts look good but... they have learned nothing and the regs have not been stringent enough imo. the regionals are safer and I have some of those.
Summer Sell-Off: The Only Stocks To Own Now
I am seeing signs of a building bubble in our own domestic equity market even as the S&P 500 continues to churn in a very narrow trading range over the past few months. Huh? Our market is LAGGING Europe & emerging markets! what bubble?
These Housing Stocks Are Going Higher
RANDOM NOTES...not sure I am as bullish as you..LEN did well because they built more multi family than singles. housing is at 63% vs 69% since 2004 peak.and that number is going to fall even more. Boomers are renting more than any other demo, so they are giving up their houses. rents are so high millenials can't save enough for a downpayment- they may never buy. rents are rising at twice the rAte of inflation but that is not stopping demand. the housing starts rose because the few fence sitters jumped off in re fear of raising rates. but clearly the housing sector is going thru a rough patch and will continue to rough it out for a long time. It's bettertahn it was but it's no snorting bull. I am long LEN KBH Pulte SPF XHB HD WHR AMWD CSTE and a few other related stocks. Cheers and good luck to us. I thought you were just a biotech guy..guess not.
Lennar Beats On Earnings, Orders Remain Strong
actualy your picture should be of a nice multi unit =that's where they are betting. single family home going the way of the dodo bird. our standard of living is slowly ebbing into third world status. millies are not stepping up to the plate. They are committment phobic and saw their parents suffer thru the last crisis. They are spooked angry and frustrated because owning a home will always gnaw at them.
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