>>Looking for some short recommendations <<
MHK- 70% of carpet sold is for remodeling. With refi's down big I think MHK sees a good size sales drop.
WM- REFI is drying up. With refi's slowing and WM's aggressive growth strategy I think the operating expenses catch up to the lower volume from the mortgage biz.
MTG- Mortage insurer that got the bright idea to issure up to 103% of equity to grow their biz. Now seeing rising default rates. Also, even after this last big year, less insurance in force than last year at this time.
DDS- Department store that has inventory and same store sales problems.
BRKS- Money loser with debt in the semi-conductor equipment area. debt to equity of over 1.1. Not bad for some but unusual for a semi company. I need to check out the terms on their convertible.
KBH- Homebuilder. Prova=bably the only one with an analyst giving thema sell rating. One of the lowest average home prices. Did well with extremely low interest rates bring many new warm bodies to their homes. 10% of their homes sold have downpayment assistance. to give you an idea of their market. With higher rates, their pool of buyers will dry up quick IMO.
RSTO- i think this one is out of business in the next year. Of course I said that last year too. I have to look at this one again. it's been awhile.
KSS- another retailer with inventory issues. Too much and the wrong stuff.High flyer that should be a little less lofty soon. Bad report last week, stock went up. Big holders play games with this one. I don't trust what management says.
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