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

To: Think4Yourself who wrote (57480)	7/10/2006 7:47:18 PM
From: mishedlo	Read Replies (1) \| Respond to of 306849

Strike Three globaleconomicanalysis.blogspot.com Mish

To: Think4Yourself who wrote (57480)	7/10/2006 9:58:31 PM
From: XoFruitCake	Read Replies (1) \| Respond to of 306849

"I figure WCI, Ryland, and Lennar are candidates for bankruptcy this down cycle. Anyone care to dispute? :)" I think we need to do a wait and see first. All of the HB are running very big negative cash flow now. But the main question is that if they were to stop building (in 6-9 months from now), what would happen to their cash flow. Even thought they have big debt, they has to lost the ability to service the debt to go BK. I think WCI is the closest one depending on what they do with their tower. We will have to see how the rest of HB deal with the down turn before identifying BK candidate.