Thursday, October 8, 2009

Bookkeeping: Cutting Meritage Homes (MTH) Sharply

Selling about 80% of Meritage Homes (MTH) on today's rally.

We'll add back our position on any move over $21 which should coincide with a move in the S&P over 1080. More on why MTH is rallying in next post.

Long Meritage Homes in fund; no personal position

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