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To: Paul Senior who wrote (24173)6/28/2006 4:09:05 AM
From: pcyhuang  Respond to of 78915
 
I think that HD and LPX are perhaps the two best housing-related stocks at the moment.

stockcharts.com|B|K14

pcyhuang
huangcapital.com



To: Paul Senior who wrote (24173)6/28/2006 11:34:49 AM
From: Madharry  Read Replies (1) | Respond to of 78915
 
was holding some cash thinking i might buy some jcrew this am but bought ffh instead. I think its interesting that someone is now suing the investment banks charging that they are knowingly facilitating naked short selling.



To: Paul Senior who wrote (24173)6/29/2006 1:38:36 PM
From: Madharry  Read Replies (1) | Respond to of 78915
 
since you bought hd perhaps you know the answer to this question- I bought a lawn mower from hd. they had a deal that if you purchase an item over $300 using the house credit card you need not make payments for around 12 motnths and pay no interest as long as you pay the balance off in full by the due date. now how does hd account for that transaction on its books? is it selling off the risk on a non-recourse basis to the credit card company? what is the volume of such transactions compared to their total revenues? just curious.