Sounds like you just re-iterated what the fund mgt said during the last conf call. Then they said 40% or better upside to being fairly valued in 2nd half of year.
dead money pays 3.8% divs?
No position in HD (which is good as its selling off on good news) but you are wrong about the builders at least in FL. They are building like its 2005 again. Maybe it turns out the same way. We learned nothing.
Your title of the post answers your own question. When everyone loves it, no one left to buy, but plenty to sell at any whiff of a reason.
Anyone else dial into today's conf call?