8/23/2005

Well today the existing house numbers brought out the bears. But, tomorrow's new home sale and durable number should scare away the bears. The new homes are going up like mushrooms after a rain in my neighborhood. Also, noticed how the home builders came back after the mid day, there are buyers out there. Will watch tomorrow for a reentry. Watched rimm seesaw its way back, very impressive. However, will short it if it goes above 80. Went long on car max at 31.90, great guidance just can't resist. A bit puzzle on why my vrsn dropped near the end of day . No news to be found, if it heads toward 20 I'll double down.

Current unrealized g/l:
cbh +2.80/share
vrsn -1.85/share
kmx +0.28/share
sbux -1.75/share