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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (46836)	1/10/2006 11:53:21 AM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 306849

>>With no more housing bubble and a friendly Fed, the stocks have nothing to hold them back<< Such incisive analysis...he's saying the housing bubble was holding back the homebuilder stocks? ROTFLOLPIMP! I see the 3 month yield is up another 6 BP today. Boy those ARM readjustments are gonna be nasty this year..... Postion: SHORT PHM

To: orkrious who wrote (46836)	1/10/2006 12:32:18 PM
From: damainman	Read Replies (1) \| Respond to of 306849

Marcin may get his PE of 10, but because of lower earnings. With Detroit style discounts and broker co-ops, it's gonna be interesting to see how they keep up their margins. I happened to drop by 2 new home subdivisions on Sunday afternoon in Visalia,Ca (once a bubble fleeing/investor hotspot) and we were the only ones there at both places! Also this whole marketshare argument has got me puzzled- homebuilding been around forever, why do the big homebuilders still have such low share and why are they expected to take so much this time around as opposed to all the other times/chances they've had in the past?