Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: orkrious who wrote (67563)	11/30/2006 10:00:52 AM
From: John Vosilla	Read Replies (2) \| Respond to of 306849

I see Bank America upgraded today and all solid green. I really can't see this going on much longer than the next 'event' which is the Santa Claus rally. I do think many underestimate the economy of scale of the national builder and their pricing power that still allows them to make a decent profit at discounted prices in most cases. The value of permitted lots and developable land in the path of growth in certain markets of the strong survivors like PHM and DHI can't be understated. This doesn't apply to one trick pony regional builders like WCI.. My motto is 'if the national builders are in a world of hurt then everyone else tied to the ponzi scheme is in a heap of trouble'..