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mardi 3 juillet 2012

PLAY OF THE DAY BZH KBH HOV

All in construction sector and for one good reason: a bit of diversification in a sector that has bottomed.

Sure the road may be bumpy and many dips may appears but for example in just a matter of a couple of days, BZH increase by 10%.

Naturally i would buy those 3 names as they represents different sectors of the USA:  KBH is mostly west , BZH is mostly east and HOV is mostly central.

So you have it pretty much coverage with 3 companies.

Any come back of the actual situation in the States WILL have to have construction sector coming back at first to profitability and even if it is not done yet, i would estimate that before 2012 year end, they will be flat or profitable and this is the push those 3 stocks need to give great return.

I would prefer accumulation at this time instead of a short term trade where you can add on each 5% dip.

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.

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