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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: westpacific who wrote (18361)9/3/2004 12:16:21 PM
From: zebra4o1  Respond to of 110194
 
I'm playing the housing bust with LEAP puts. So far I'm losing my shirt - but there is still a little time left between now and January 2007. Hope springs eternal.



To: westpacific who wrote (18361)9/3/2004 12:40:28 PM
From: Ramsey Su  Read Replies (1) | Respond to of 110194
 
CSFB recently did a study on homebuilders, an excellent study.

From the report, during 2003 13% of BZH homes are in Cal but responsible of 35% of EBIT.

17% of DHI homes are in Cal but responsible of 42% of EBIT.

20% of KBH homes are in Cal but responsible of 51% of EBIT.

39% of SPF homes are in Cal but responsible of 79% of EBIT.

The message being that if Cal goes down, some of these builders may be disproportionally hit.


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