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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: ild who wrote (29061)3/22/2005 12:56:40 PM
From: Ramsey Su  Read Replies (2) of 110194
 
I give up.

Looking at LEN and KBH reports, I cannot find any holes.

Homebuilders rock. I can only conclude that the public companies are growing and growing. Last I heard they were only 20% of new homes so there may be more room to grow.

If, when, the real estate bubble bursts, the homebuilders may manage a much softer landing than others sectors?
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