Zeev's Turnips Patch-No Politics (ZEEV)

[cy esp]

>>someone asked earlier about the better shorts <<

Joe, it was me. Thanks for your reply, performance wise RYL and CTX look weak to me. I have had difficulty finding shares of BZH to short at Fidelity, the first time I've ever had any trouble there. They will find me shares to short if I call, but it is then cumbersome and difficult to get a good price.

You might consider adding HOV to your short screen, it has been quite weak for the last year after a very torid 3 year run up.

I agree that 0% down plan may help the entry level builders in the near term. So the mid-range homes may be hit worst, also the northeast and west coasts. If true, any idea which builders would be more impacted?

Regards, Cy