Replies to post #477721 on Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

who can predict the weather ?<g

With these closing energy prices , this will not
bode well for retail...

which was a nice pump n dump they pulled yesterday.

[Must Be Patient]

Thanks for the idea Paul, looked at it a bit and now short here at 5.39 (AMTD has shares). The takeover rumor smacks of somebody thinking the copper run is over and not wanting to get stuck in a small cap, but we'll see. Of course position size is key b/c you just never know...

A bonus is that it will hedge me from the elections this weekend as one of my favorite miners has property in Peru.

[marketmaven]

Homebuilders: Market conditions worsened in May according to our survey 6/2@BOFA
Bank of America said that their price, traffic and incentive indicies have all hit record lows and their least favorite stocks are MTH, NVR & TOL

Toll Brothers-TOL weak traffic continues, shifting estimates-Sell@BOFA
The firm says that based on traffic being off 20-30% year over year, and higher inventory levels in the industry, they are shifting approximately 12c form Q3 to Q4 estimates.

But Creamer Loves 'EM- AssH8LE !


May 25, 2006
18:25 EDT TOL Jim Cramer's "Mad Money"
Also in the "Feature Round," Cramer evaluated Toll Brothers (TOL). Cramer: Think about buying the home builders (which have growth potential), and stay away from sluggish sectors, such as the newspaper sector (which has less growth potential). The home building sector will be the place to be when the U.S. Federal Reserve is done raising interest rates. TOL is already trading at a low multiple, and justifiable so, given their high inventory level. But any decision by the Fed to stop raising rates could prompt a huge bounce in the home building sector. Bottom Line - The home building sector has a future when interest rates peak. Cramer: Buy TOL.