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


To: orkrious who wrote (50215)1/19/2006 11:28:50 AM
From: shades  Read Replies (2) | Respond to of 110194
 
these analysts are so full of shit. one just tried to say cancellations are often good because it allows unit to be resold at higher prices than originally sold at.

In a rising market that is true no? The more supply you have the more you can get for it - this only becomes an issue when things go south. hehe Analysts ability to lipstick pigs - these people are very creative.



To: orkrious who wrote (50215)1/19/2006 1:23:10 PM
From: Ramsey Su  Respond to of 110194
 
you have to pretty much follow these calls and read the analysts reports for a while to know where they stand.

In my opinion, ALL analysts reports are good. They almost always tell me something I don't previously know. As for their opinion, it is up to you to believe or not believe, if you are incapable of looking at data yourself. Afterall, even Cramer has an audience. Who and why, I don't know.

Anyway, Stephen Kim is about the biggest head in sand analyst. Ivy Zelman is the absolute best. You can fit everyone else in between.



To: orkrious who wrote (50215)1/19/2006 1:31:04 PM
From: damainman  Respond to of 110194
 
"one just tried to say cancellations are often good because it allows unit to be resold at higher prices than originally sold at."

Gosh, is that firm trolling for investment banking fees or what?