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July 14, 2006 at 11:15 PM #28396
powayseller
Participant

I don’t remember what Bill Miller bought, or what his plans are to buy more, or who else is bullish enough on housing to buy more. There are plenty of guys like murray out there (10% drop, plateau, and then take off again…). Plus, I don’t short stocks. That’s for the pros.

Here’s a Bill Fleckenstein post from today:

Bill
In your opinion, what lenders have the most negative exposure to the declining housing market
• I don’t have a list, maybe someone else does… but I htink FNM, NEW, MTG, and TGIC will have plenty of trouble… there are lots and lots of names like CORS whidch maybe more direct hits but the first 4 I mentioned are ones that I am involved in currently though I plan to expand the list.