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Re: Jonathan Robinson post# 56795

Saturday, 12/29/2007 9:02:56 AM

Saturday, December 29, 2007 9:02:56 AM

Post# of 257580
[OT] >Do you have a housing view right now…<

I wonder when TOL-like houses (not to be confused with Toll-like receptorssmile) will finally fall out of fashion. Yes, I really mean fashion, which has been a substantial driver for the appreciation of these assets until recently, IMO.

>…and are you looking at anything?<

My housing play (such as it is) is PCL, which I’ve owned for years in my income portfolio.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
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