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

To: Perspective who wrote (98005)12/20/2007 8:05:29 PM
From: GrandkRead Replies (1) | Respond to of 306849
 
I did not realize MDC was garnering this much attention on RRECI. Maybe I should rethink my short position. <g>



To: Perspective who wrote (98005)12/20/2007 10:25:38 PM
From: Archie MeetiesRead Replies (1) | Respond to of 306849
 
If we have several quarters of recession, maybe. But otherwise your targets are neglecting; population expansion and market share gains (public vs. private homebuilders).

Homebuilders are cyclic, but are not cyclic in the way commodities are, where you can make roundtrips in valuation.


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