The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: ild who wrote (19880)	10/13/2004 3:12:03 PM
From: t4texas	Read Replies (1) of 110194

i listened to that marathon mdc conf call from yesterday. no matter how positive mgt. was, they were peppered with lots of skeptical questions about backlog, margins, material costs, sg&a, etc. from the charts and data mdc presented the backlog of homes in their high growth areas (cal, las vegas, az) is negative (a minus sign). the slight positive for backlog appeared to derive from new areas that mdc got from another builder acquisition (texas, new jersey). i don't own or have this stock short, but i heard the conf call was worth listening to. the call was just too long!

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