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March 2013



Is it time to Sell Homebuilders?

March 27, 2013 – Comments (7) | RELATED TICKERS: HOME.DL

I have been a big proponent of homebuilding stocks for the last 2-3 years now (see here). I gobbled them up by the bucketful in 2010 and 2011 and that has so far paid off handsomely. However, recently I have begun to wonder if now is the time to start selling the homebuilders off? Many of them have double, tripled, or more since their 2011 lows and it begs the question, “where do they go next?”  [more]



I still Like Compass Diversified Holdings (CODI)

March 26, 2013 – Comments (0) | RELATED TICKERS: CODI

I’ve been a holder of this company for almost a year now and thought it would be worthwhile to take a look at how things have fared thus far.   [more]



How Much is Too Much?

March 25, 2013 – Comments (10) | RELATED TICKERS: MDC , PHM , TOL

Is too much of a good thing a bad idea? Is there a limit on too much goodness…?  [more]



We Need the Market to Take a Timeout

March 13, 2013 – Comments (12) | RELATED TICKERS: H , O , LD

This market can’t continue to rise forever…  [more]

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