| Reply | Message Preview | From | Posted |
| 54207 | If you want to see a nightmare ad for sellers, read this one: What if you could | Travis_Bickle | 5/16/2006 |
| 54206 | The Doctor Will See You Now By TERI KARUSH ROGERS Published: May 14, 2006 MOS | Mick Mørmøny | 5/16/2006 |
| 54205 | My Broker, My Therapist By TERI KARUSH ROGERS Published: May 14, 2006 BROKERS | Mick Mørmøny | 5/16/2006 |
| 54204 | Inventory A ‘Stress Point’ For Florida Home Sales The Florida realtors have the | Travis_Bickle | 5/16/2006 |
| 54203 | RE: What's up with St. Joe? Even dead cats bounce from time to time, it' | Dan3 | 5/16/2006 |
| 54202 | Most Bush Holdings Listed as Real Estate By BLOOMBERG NEWS Published: May 16, | Mick Mørmøny | 5/16/2006 |
| 54201 | You will need a lot more gators to have any effect. Bugs and mosquitoes (West N | CaBum | 5/16/2006 |
| 54200 | Thanks for the great answer. | Live2Sail | 5/16/2006 |
| 54199 | <i>How does the bank win with terms like that? It sounds like it's a h | Clarksterh | 5/16/2006 |
| 54198 | <i>Earlier this year, the IRS issued an opinion that could force executive | Clarksterh | 5/15/2006 |
| 54197 | Centex Increases Share Repurchase Authorization marketwatch.com If they keep t | orkrious | 5/15/2006 |
| 54196 | How does the bank win with terms like that? It sounds like it's a heads I wi | Live2Sail | 5/15/2006 |
| 54195 | thanks | mishedlo | 5/15/2006 |
| 54194 | New high: $75 million home O.C. house price highest ever in state. ocregister.co | CalculatedRisk | 5/15/2006 |
| 54193 | Looks like we may not need hurricanes to depopulate Florida, gators are doing it | patron_anejo_por_favor | 5/15/2006 |
| 54192 | Looks like that thing completed a double top breakdown this month....measures to | patron_anejo_por_favor | 5/15/2006 |
| 54191 | JOE -g- That's easy. Short other builders and long JOE. No other explanatio | Broken_Clock | 5/15/2006 |
| 54190 | >>>Investors feel safe as if they had invested in Golden West or Bank A | ChanceIs | 5/15/2006 |
| 54189 | Moved money from JOE to NVR and MTH at the close, I just don't understand JO | Travis_Bickle | 5/15/2006 |
| 54188 | >>>More than 50 people turned out for an investor seminar recently<& | ChanceIs | 5/15/2006 |
| 54187 | 22-story towers don't do well here. | Lizzie Tudor | 5/15/2006 |
| 54186 | I don't think you'll be able to build a new 3/2/2 house anywhere in this | John Vosilla | 5/15/2006 |
| 54185 | I've been told many of these are well run shops. Investors feel safe as if | John Vosilla | 5/15/2006 |
| 54184 | DJ OFHEO, Treasury Department To Share Mortgage Fraud Data 05/15/2006 Dow Jon | Paul Kern | 5/15/2006 |
| 54183 | Fell to 30 in the midwest. I guess it must have been very bullish to gut the job | Broken_Clock | 5/15/2006 |
| 54182 | JOE has really been peeing in my corn flakes lately. I don't know what it i | Travis_Bickle | 5/15/2006 |
| 54181 | Chart of NAHB Market Index: calculatedrisk.blogspot.com | CalculatedRisk | 5/15/2006 |
| 54180 | <i>NAHB index fell to 45 - Is there a chart of that by any chance?</i&g | Paul Kern | 5/15/2006 |
| 54179 | >>>It's about time the levitating lenders finally start heading sou | ChanceIs | 5/15/2006 |
| 54178 | Good god did you see this? And some smaller metro areas fell precipitously, inc | mishedlo | 5/15/2006 |
| 54177 | >>>perhaps that is the perception of too many that keeps these lenders | ChanceIs | 5/15/2006 |
| 54176 | Home-Builders Index Sinks Single-Family Home Prices Cool Down in Metro Areas By | ChanceIs | 5/15/2006 |
| 54175 | USA for Sale globaleconomicanalysis.blogspot.com Mish | mishedlo | 5/15/2006 |
| 54174 | Filing Footnote: This Insider Sale Helps Hedge Bets By SERENA NG May 15, 2006; | ChanceIs | 5/15/2006 |
| 54173 | oops, wrong table nahb.org | damainman | 5/15/2006 |
| 54172 | not a chart, but close : ) nahb.org | damainman | 5/15/2006 |
| 54171 | NAHB index fell to 45 - Is there a chart of that by any chance? Mish | mishedlo | 5/15/2006 |
| 54170 | D.R. Horton opens Lake Mary condo sales Orlando Business Journal - 9:09 AM EDT M | Travis_Bickle | 5/15/2006 |
| 54169 | Anyone have the jist of the WSJ article on insider selling that mentions WCI? I | Travis_Bickle | 5/15/2006 |
| 54168 | Good points. Your board is now officially validated at least with the builders. | John Vosilla | 5/15/2006 |
| 54167 | Real estate cools down Prices in the first quarter fell 3% from the fourth quart | Mick Mørmøny | 5/15/2006 |
| 54166 | Slowly, slowly the homies will get back to where they started this run a few yea | Paul Kern | 5/15/2006 |
| 54165 | Wow, the traffic number dropped off a cliff! | damainman | 5/15/2006 |
| 54164 | What he wrote doesn't conflict with what I wrote. They may buy a large perc | GraceZ | 5/15/2006 |
| 54163 | DJ US NAHB May Housing Index 45 Vs 51 In April WASHINGTON (Dow Jones)--The N | Paul Kern | 5/15/2006 |
| 54162 | >>Aren't most of the exotic option ARM's at dollar amounts over th | patron_anejo_por_favor | 5/15/2006 |
| 54161 | From the War is Peace Dept.: Declining oil prices will see the resurgence of &q | Les H | 5/15/2006 |
| 54160 | I just knew those home price hedges would be a bunch of crap: moneycentral.msn.c | damainman | 5/15/2006 |
| 54159 | Lenders take notice as defaults are rising signonsandiego.com | damainman | 5/15/2006 |
| 54158 | If this was Nov or Jan wouldn't be shorting these. It is 'sell in May an | John Vosilla | 5/15/2006 |
| 54157 | RE:"Corus Bank certainly isn't passing all these risky condo constructi | Jim McMannis | 5/15/2006 |
| 54156 | "Jalowsky estimates that 75 percent to 80 percent of homeowners defaulting | John Vosilla | 5/15/2006 |
| 54155 | Lenders take notice as defaults are rising <b>Homeowners feel pinch of a | Mick Mørmøny | 5/15/2006 |
| 54154 | "Can you bundle a construction loan? " I sincerely doubt it.. There a | John Vosilla | 5/15/2006 |
| 54153 | I think all you can do with them is sell parts of them off to other lenders. | Travis_Bickle | 5/15/2006 |
| 54152 | NVR is neck and neck with MHO. I put them in the same loser category with Toll B | Jim McMannis | 5/15/2006 |
| 54151 | Can you bundle a construction loan? I am not sure if that is allowed. | Think4Yourself | 5/15/2006 |
| 54150 | Corus Bank certainly isn't passing all these risky condo construction loans | John Vosilla | 5/15/2006 |
| 54149 | NVR doing good today too. Imo it is pretty richly valued compared to the group, | Travis_Bickle | 5/15/2006 |
| 54148 | FWIW I agree. Banks wouldn't be so reckless with lending if they were on th | Think4Yourself | 5/15/2006 |
| 54147 | Debacle du jour. M/I homes (MHO) down 2%. Nice short. | Jim McMannis | 5/15/2006 |
| 54146 | RE:"so maybe our Govt will perform a bail out ie the S&L debacle in the | Jim McMannis | 5/15/2006 |
| 54145 | I was just suggesting the Lenders weren't still holding all that paper. GSEs | Jim McMannis | 5/15/2006 |
| 54144 | When i shorted CTYS and FP there were some continuing obligations on the part of | Travis_Bickle | 5/15/2006 |
| 54143 | RE:"“More than 50 people turned out for an investor seminar recently hosted | Jim McMannis | 5/15/2006 |
| 54142 | we can't have a banking collapse and we don't want a money lending colla | Chas. | 5/15/2006 |
| 54141 | But how many of the easy money mortgages have the banks passed on to GSEs like F | Jim McMannis | 5/15/2006 |
| 54140 | Good Denver article: URL: rockymountainnews.com Rocky Mountain News To print | Perspective | 5/15/2006 |
| 54139 | Builders squeezed on just about every level it seems. To what extent costs of c | John Vosilla | 5/15/2006 |
| 54138 | I went back to the Toll Brother's place in South Barrington, IL to check out | TheStockFairy | 5/15/2006 |
| 54137 | “More than 50 people turned out for an investor seminar recently hosted by a com | Travis_Bickle | 5/15/2006 |
| 54136 | “It is indeed the financial institutions that are most at risk in the real-estat | John Vosilla | 5/15/2006 |
| 54135 | Just checking | Amelia Carhartt | 5/15/2006 |
| 54134 | Banks and Bubbles II: “We will focus on these high-growth markets” "Wachov | ChanceIs | 5/15/2006 |
| 54133 | TAMPA - Developers promise prospective urban condo dwellers convenience at their | Travis_Bickle | 5/15/2006 |
| 54132 | D.R. Horton plants flag in Oakland $62M buys rights for highrise housing By Rya | Travis_Bickle | 5/15/2006 |
| 54131 | Banks and Bubbles II: “We will focus on these high-growth markets” Thursday, Ma | Broken_Clock | 5/15/2006 |
| 54130 | There is always a hot market somewhere nytimes.com Real Estate Getting Its Tur | CaBum | 5/14/2006 |
| 54129 | Some of this pricing has already started to come down-sheetrock and compound are | renovator | 5/14/2006 |
| 54128 | >>>since there won't be that much construction going on, the prices | ChanceIs | 5/14/2006 |
| 54127 | And all these projects drive construction costs up and give jobs to hundreds of | Crony | 5/14/2006 |
| 54126 | >>10-decade supply of condos on the way<< By the time all the 100 y | patron_anejo_por_favor | 5/14/2006 |
| 54125 | 10-decade supply of condos on the way n Miami-Dade County alone, there are 25,0 | Les H | 5/14/2006 |
| 54124 | If I remember correctly, they forecasted slower growth at the end of 2005. That | Live2Sail | 5/14/2006 |
| 54123 | <i>I think this is an inevitable result of globalization in developed coun | Clarksterh | 5/14/2006 |
| 54122 | <<You should see some of the investor homes here, $500K with a pool/lanai | Tradelite | 5/14/2006 |
| 54121 | John Vosilla,re:"most consumers take a big step down". Except the pets | John Chen | 5/14/2006 |
| 54120 | "Scala wasn't looking to make a quick buck; " Sure she was. Optio | John Vosilla | 5/14/2006 |
| 54119 | "There are private builders just as big or bigger than many public ones who | John Vosilla | 5/14/2006 |
| 54118 | Amazing how many of the comments mentioned distressed property auctions. SoFla | John Vosilla | 5/14/2006 |
| 54117 | "The case for inflation is far far better for those that think housing will | John Vosilla | 5/14/2006 |
| 54116 | I remember reading old futurist literature where, in the future, machines and ro | bentway | 5/14/2006 |
| 54115 | "I assume that you disagree with their current indicators, but do you belie | John Vosilla | 5/14/2006 |
| 54114 | <i>I think this is an inevitable result of globalization in developed coun | mishedlo | 5/14/2006 |
| 54113 | So now we were at just the exact opposite of the 80-81' inflection point reg | John Vosilla | 5/14/2006 |
| 54112 | "Inflation or deflation, the results are going to be very ugly for the amer | John Vosilla | 5/14/2006 |
| 54111 | Swimming with land sharks By Pat Beall | Friday, May 12, 2006, 11:57 AM No. T | Travis_Bickle | 5/14/2006 |
| 54110 | “The number of local homebuyers canceling builder contracts has crept skyward in | Travis_Bickle | 5/14/2006 |
| 54109 | In what way do you think that you've been misled? I'm going to play devi | Live2Sail | 5/14/2006 |
| 54108 | "It is unlikely that workers will have any negotiating power for pay raises | bentway | 5/14/2006 |
