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: russwinter who wrote (50235)	1/19/2006 8:15:32 PM
From: kris b	Read Replies (2) of 110194

who are trying to sell, all a mess really. Russ, The key in this business is sales. That is what banks are looking at. This is a very primitive (net profit margin for CTS is 7%) industry, so 10%-30% drop in revenue kills at least 50% of the players. When housing goes the rental market will follow. Remember there is only one end user regardless whether he/she lives in rental or owner occupied. It is still one housing stock. In aggregate (rental + owner) it is way overbuild. The collapsing house prices will be followed by crashing rents. Supply and demand.

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