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

To: ChanceIs who wrote (104229)	2/9/2008 2:59:26 PM
From: RockyBalboa	Read Replies (1) \| Respond to of 306849

You are not alone. Rate is one of the most heavily shorted stocks and in the most cases, with some delay a stock is expected to go down. It has about google metrics. One could say, in a heated refi market etc. bankrate draws in many listings and eyeballs... This could help the case: Fair Isaac, a sturdy company with a rather stable stock price, service provider to mortgages/credit origination, only recently cratered, with the fall coming right after a period where markets in general recovered a bit (early November). finance.yahoo.com finance.yahoo.com As for the timeframe, from my posting history you perhaps see that I was required to be pretty patient in stock like CFC, IMB etc... more than half a year, between February and September the stocks drifted a little, but they didn´t crash. IMB moved from 28 to around 21, erasing some put premiums on the way. It wasnt before Sep 08 when the big fall came and the stock fell from 21 to 5, much like CFC. Impossible to tell when the Rate crash starts...earnings? Insiders sold a lot of shares (1.2MM) particularly in November.

To: ChanceIs who wrote (104229)	2/9/2008 3:19:34 PM
From: RockyBalboa	Respond to of 306849

Rate is also mentioned here: and it seems that (in the case of another leader, Expedia), the online world sees no weaknesses. Interesting... fool.com By Rick Aristotle Munarriz February 7, 2008 They seem to be at opposite ends of the world. Expedia (Nasdaq: EXPE) and Travelzoo (Nasdaq: TZOO) posted quarterly results this week, and the travel websites couldn't be farther apart. This morning's report out of Expedia is uplifting. Revenues grew by 25% to $665.3 million. Growth has accelerated on the top line in each of the past four quarters. The growth in Europe is only part of the upside of what you're seeing from Expedia and rivals like Priceline (Nasdaq: PCLN) and Orbitz Worldwide (NYSE: OWW). Sure, European bookings were up by 47% (or 35% after factoring in favorable foreign exchange rates), but Expedia's North American bookings were also up a sharp 18%. Operating profits also inched higher. Expedia's ultimate profitability was hurt by the debt it incurred in taking on a massive share repurchase, but the result is that adjusted earnings on a per-share basis rose by 11% to $0.31 for the quarter. ... hmm: Generating leads can be a lucrative business. You see it working well at companies such as Bankrate (Nasdaq: RATE) for financial products, The Knot (Nasdaq: KNOT) for wedding planning, and InsWeb (Nasdaq: INSW) for insurance.