I have seen enough damage for now.
I have been watching the death spirals nicely from the sidelines, but I feel a good rally at hand.
I am going to stick with the Southwest geography with Meritage Homes (MTH) and a homebuilder ETF – please let me know some ETF symbols.
I know Steve from Meritage and we chatted with him a while back on Wallstrip . Steve should have bought First Solar (FSLR) and got into the Solar business when Meritage was in the 80’s :) .
He will figure it out for Meritage.
Disclosure – buying MTH