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


To: Ramsey Su who wrote (54538)2/23/2006 8:20:23 AM
From: orkrious  Read Replies (1) | Respond to of 110194
 
Tol Bros. It's all about orders and whether or not it's a blip.

Backlog $:
Jan: $5.967 bil
Oct: $6.199 bil

New order $
Jan: $1.157 mil
Oct: $1.687 mil

Backlog units
Jan: 8,667
Oct: 9,073

New order units
Jan: 1,572
Oct: 2,426



To: Ramsey Su who wrote (54538)2/23/2006 5:22:34 PM
From: yard_man  Respond to of 110194
 
looks like the sweet spot to short them -- are premiums out of sight??