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

To: John Koligman who wrote (56248)	1/10/2012 11:54:56 AM
From: BWAC	3 Recommendations Read Replies (2) \| Respond to of 119362

Short covering? I just don't see the builders doing anything new at all in my area.

To: John Koligman who wrote (56248)	1/10/2012 6:12:26 PM
From: Smiling Bob	Read Replies (1) \| Respond to of 119362

Much is up big the last couple of months All dat printing is working Doesn't mean it's benefiting anyone outside the musical chairs game But CNBS and fellow shills says "everything's a winnaaaaaa...., as buying begets buying" ------- S&P's Highest Close Since July Could Fuel More Buying CNBCThe S&P 500 closed above its closing high hit last October, a technical breakout that could spark more buying, chart analysts and traders said. How much buying, is subject to debate. More »S&P's Highest Close Since July Could Fuel More Buying The Case for Investing in Bonds Over Stocks Forget Europe: Market Pros Say It's Time to Buy US Stocks

To: John Koligman who wrote (56248)	1/15/2012 2:20:20 PM
From: John Vosilla	Read Replies (1) \| Respond to of 119362

As this is a real estate thread perhaps I missed it, but I have not seen any commentary on the pretty impressive rally in the homebuilders over the past two months This board is a contrarian indicator these days... Pulte Homes was a great trade but bet you will have multiple chances in coming years.... Still not sure how these builders can make a decent profit and get appraisers to substantiate overinflated new home prices in these overbuilt exhurbs but I am sure there are pockets of opportunity for them. Most everything in my world where there is vacant land sells for way below replacement cost these days..

To: John Koligman who wrote (56248)	1/15/2012 2:37:46 PM
From: Les H	2 Recommendations Read Replies (1) \| Respond to of 119362

There's been no commentary on homebuilder stocks in this thread since 2008. The last thing I remember was Florida Builder stopped posting in 2008. It's about 50% politics and 30% inflation/deflation (gold stocks), and 20% housing/finance/economic news.

To: John Koligman who wrote (56248)	1/15/2012 3:19:11 PM
From: TH	3 Recommendations Read Replies (1) \| Respond to of 119362

JK, There is the original Real Estate thread. Maybe they still talk real estate over there, but I don't know as I've not read it once since this thread started. As for the homebuilder rally, perhaps it is nothing more than rotation by the hedgies and thus the bottom will fall out as soon as they decide that. And there is my point, someone may just decide that is over. Perhaps that rally reflects some spillover from the expected QE3 of MBS and other related crap. I guess I'm saying that fundamentally, I see no reason that homebuilders should be putting in a woody. GT TH