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

To: russwinter who wrote (43698)	10/18/2005 9:17:33 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 110194

If I understand the numbers correctly, loan quality is still excellent with defaults low in spite of the rush to file BK before the deadline. Then again, WFC is a mixed bag and quite difficult to pin point where any credit problem may be. Regarding MDC, I am trying to figure out what if there is a significant drop in new orders. nahb.org Seems like traffic of buyers should be coming into play by now. It is very apparent that these homebuilders' bottomline benefitted greatly from price appreciation, which should start stabilizing now and cut right into their margins.