Re: [CANSLIM] New home sales - cont.

From: "Bill Triffet" <btriffet@earthlink.net>
Subject: Re: [CANSLIM] New home sales - cont.
Date: Sat, 22 Dec 2001 12:59:30 -0800

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Hi Katherine,

No confusion here - you just got me thinking about the market and builders
in general.

On a further ramble. Taking a purely non-scientific view of things, I
overlaid the 10 year chart of TOL over the naz comp. It's interesting to
note that TOL takes off almost immediately after the "now official" end of
the 90's bull which was March of 2K. Couldn't one draw from this that a LOT
of cash came from the all the tech profits into homes themselves thus
driving up the fundamentals of the builders?Maybe over simplified but
interesting to look back on.

- -Bill Triffet


- ----- Original Message -----
From: "Katherine Malm" <kmalm@earthlink.net>
To: <canslim@lists.xmission.com>
Sent: Saturday, December 22, 2001 11:44 AM
Subject: Re: [CANSLIM] Worley's Weekend - New home sales


Hi Bill,

You're right about the stimulus created by existing home sales. My comments
were really in regard to the TOL thread from yesterday in which Tom said to
look for his WWW comments this morning. Sorry about the confusion.

Katherine



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