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No. of Recommendations: 1
I sold HPT, (not alone here!) because I think their lease holders must be stressed and I made a nice profit. I bought SUI because they seem to still be reasonably priced and I had nothing in the sector. Ralph was so kind as to point out that EOP has really lagged and is priced similarly to the less blue chippy Highwoods, and while I feel I have enough EOP and the likes in the Vanguard Fund I picked up some and put Highwoods on sell if it breaks 28.5.

I also got back into Pulte Homes, PHM, a home builder with a PE/Growth ratio that is outstanding. It jumped to 55 then dipped when the Fed recently met and did nothing, meaning rates have bottomed I guess. I got out at 52 and back in at 46, a rare active trading success. Its not a Reit but this is the Real Estate board. Anyone have any ideas on Pulte?
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