| Reply | Message Preview | From | Posted |
| 54507 | Now that most of the homies are back at their lows, I'm sorry I covered 1/3 | orkrious | 5/19/2006 |
| 54506 | <<How would you explain what's going on in Florida>> When was t | Tradelite | 5/19/2006 |
| 54505 | How would you explain what is going on in Florida? Same climate, cheap illegal | John Vosilla | 5/19/2006 |
| 54504 | Shouldn't Greenspan shut up now that Bernake has taken over? Sort of like a | bentway | 5/19/2006 |
| 54503 | They did that to us for a long time on BHS before it finally cracked. Actually | John Vosilla | 5/19/2006 |
| 54502 | I think you are right. The falls in some other groups like tech and precious me | John Vosilla | 5/19/2006 |
| 54501 | DSL is a very hard stock to trade puts on. The bid/ask gyrates like Elvis' p | Broken_Clock | 5/19/2006 |
| 54500 | Tons of margin calls and stops being taken out. Will it last? Those 'levita | John Vosilla | 5/19/2006 |
| 54499 | This is pathetic.... Former Fed Chair Says Housing Boom Over By JOE BEL BRUNO, | Jim McMannis | 5/19/2006 |
| 54498 | "how in Hell do they sell new homes so cheap in Texas?" A completely | bentway | 5/19/2006 |
| 54497 | Looks to me that that homies aren't doing any better or any worse than the m | Tradelite | 5/19/2006 |
| 54496 | Is the best the homies can do for a rally after all those down days? Pathetic. | Think4Yourself | 5/19/2006 |
| 54495 | <<Just sell everything put the money in FDIC bank accounts and earn your 5 | Tradelite | 5/19/2006 |
| 54494 | I will get back into JOE with a larger position next week. I don't want to b | Broken_Clock | 5/19/2006 |
| 54493 | I sold DSL puts early this am for a nice profit then closed out JOE when I saw t | Broken_Clock | 5/19/2006 |
| 54492 | I still hold plenty of builders and I only covered a tiny portion of my LEND. I | orkrious | 5/19/2006 |
| 54491 | Congratulations. I got out a few days too early it appears but still hold ALCO a | John Vosilla | 5/19/2006 |
| 54490 | I've been covering some homies shorts, up to about 1/3 of my total. this is | orkrious | 5/19/2006 |
| 54489 | "The housing market was like a rocket that has gone up and now it's los | CalculatedRisk | 5/19/2006 |
| 54488 | <$60/square foot is the price I would pay to build my own house these days an | BWAC | 5/19/2006 |
| 54487 | Lyon Homes buyout deal reached Founder announces it will cost him $186.5 million | CalculatedRisk | 5/19/2006 |
| 54486 | $60/square foot is the price I would pay to build my own house these days and do | GraceZ | 5/19/2006 |
| 54485 | The KB home salesperson in Inverness, IL called and left a message on my wife | TheStockFairy | 5/19/2006 |
| 54484 | MTH has certainly been a very generous position, I got into it at 63 when patron | Travis_Bickle | 5/19/2006 |
| 54483 | They build on roughly 60 by 110 foot lots in metro Houston and Dallas all day lo | John Vosilla | 5/19/2006 |
| 54482 | I know it's difficult for people like us who are used to talking about land | GraceZ | 5/19/2006 |
| 54481 | What "land" for free are you guys talking about in relation to these t | BWAC | 5/19/2006 |
| 54480 | ".buy a house get the land for free." I wonder that myself these days | John Vosilla | 5/19/2006 |
| 54479 | I'm guessing everyone is out selling their gold this morning. | GraceZ | 5/19/2006 |
| 54478 | What I wonder is, if construction costs are up so much how in Hell do they sell | GraceZ | 5/19/2006 |
| 54477 | The math now shows costs of construction and rents rising at a rapid clip. Thos | John Vosilla | 5/19/2006 |
| 54476 | Hey, at least you got John's last name spelled correctly. | GraceZ | 5/19/2006 |
| 54475 | Toll Bros home.businesswire.com | Les H | 5/19/2006 |
| 54474 | Sooner or later, other assets are more attractive than RE to ordinary people. Pe | GraceZ | 5/19/2006 |
| 54473 | "Pulte Homes told analysts that sales had slowed in the Phoenix area due to | John Vosilla | 5/19/2006 |
| 54472 | The duration calculation is just a weighing of the future cash flows because obv | GraceZ | 5/19/2006 |
| 54471 | Grace that might come back to the reflation element going on worldwide. Perhaps | John Vosilla | 5/19/2006 |
| 54470 | Housing decline triggers layoffs Glen Creno and Catherine Reagor The Arizona | ChanceIs | 5/19/2006 |
| 54469 | "Zero coupons, like the bonds you describe, are very sensitive to interest | John Vosilla | 5/19/2006 |
| 54468 | <i>Wow, this story will upset a lot of bears. </i> It's a beast | GraceZ | 5/19/2006 |
| 54467 | What you are describing is only one type of bond. Bonds come in many varieties. | GraceZ | 5/19/2006 |
| 54466 | Home sales drop to 5-year low Steep decline sparks debate over whether the Bay A | Live2Sail | 5/19/2006 |
| 54465 | <i>If the rate falls your bond will be worth more but the interest you rei | Clarksterh | 5/19/2006 |
| 54464 | Arbitration Clauses are common in the home building industry. But KB Homes, n&# | Elroy Jetson | 5/19/2006 |
| 54463 | I'm not oblivious to anything. I was approaching the subject from a much mo | GraceZ | 5/19/2006 |
| 54462 | Greenspan says housing boom over news.yahoo.com | Les H | 5/18/2006 |
| 54461 | Be careful. The rates have been bouncing all over the place lately. Just went | CaBum | 5/18/2006 |
| 54460 | KB Home is not the only builder with forced arbitration clauses. Virtually ever | CaBum | 5/18/2006 |
| 54459 | Oh my, that means KB Homes will need to file for bankruptcy like they did in the | Elroy Jetson | 5/18/2006 |
| 54458 | Well at least now we all know where the foreign housing speculators went! | Think4Yourself | 5/18/2006 |
| 54457 | COOL! I just bought KBH puts today. This should cause funds to re-evaluate the | Think4Yourself | 5/18/2006 |
| 54456 | Texas Court Invalidates KB Home's Forced Arbitration Texas Homeowners Can No | CaBum | 5/18/2006 |
| 54455 | Cool! That means the Brits will have to raise rates more, which means we will ha | patron_anejo_por_favor | 5/18/2006 |
| 54454 | UK property market booming, official figures show banking-business-review.com | CaBum | 5/18/2006 |
| 54453 | "There's cause for caution today, too. Stansfield of Capital Economics, | Les H | 5/18/2006 |
| 54452 | Wow, this story will upset a lot of bears. | CaBum | 5/18/2006 |
| 54451 | Re: <i>don't feel bad</i> Of course I don't, since I'm | Dan3 | 5/18/2006 |
| 54450 | From Yahoo Businessweek London's Real Estate Market resumes climb London&# | C.N.S. | 5/18/2006 |
| 54449 | >>Certainly much more risk in say Downey or Corus than blue chips like Ban | patron_anejo_por_favor | 5/18/2006 |
| 54448 | LOL, it HAD erased 'em, but it gave it all back at the close. | patron_anejo_por_favor | 5/18/2006 |
| 54447 | well Bernake should have talked to Greenspan a few years ago when he was touting | Lizzie Tudor | 5/18/2006 |
| 54446 | The analysts don't even try to figure the effects of unpredictable world eve | bentway | 5/18/2006 |
| 54445 | "These are strange times for forecasters and analysts. Are we heading into | CalculatedRisk | 5/18/2006 |
| 54444 | "I asked Mike Morgan of MorganFlorida his take on Burn Rates. At least San | Think4Yourself | 5/18/2006 |
| 54443 | The Fed and many on Wall ST. keep saying we're getting a soft and orderly la | damainman | 5/18/2006 |
| 54442 | $ 35 an hour here charlotte.com I would guess that this is the hourly bill rat | Les H | 5/18/2006 |
| 54441 | Burn Rates globaleconomicanalysis.blogspot.com Mish | mishedlo | 5/18/2006 |
| 54440 | agreed | Broken_Clock | 5/18/2006 |
| 54439 | I've seen plenty of smart guys and gals......putting a buy on a homebuilder | ChanceIs | 5/18/2006 |
| 54438 | I added to NVR but WCI at 23 I'm letting sit. | Travis_Bickle | 5/18/2006 |
| 54437 | Anyone else reloading yet? :) I've been hunting bulls for awhile today. T | Think4Yourself | 5/18/2006 |
| 54436 | "Landscaping for $ 34 an hour" I saw that on another thread: Message | bentway | 5/18/2006 |
| 54435 | Big price adjustment factoring in risk needed for the 'levitating lenders | John Vosilla | 5/18/2006 |
| 54434 | "The bubble that burst in the 1980s was a shock for most of the lenders tha | John Vosilla | 5/18/2006 |
| 54433 | Well, the hgx has erased all of yesterday's losses eom. | damainman | 5/18/2006 |
| 54432 | Late Payments on Mortgages Rise [WSJ] Studies Find Higher Loan Delinquencies St | Sam Citron | 5/18/2006 |
| 54431 | *DJ Freddie Mac 30-Yr Fixed Rate Rises To 6.60% From 6.58% *DJ Freddie Mac 15-Y | Paul Kern | 5/18/2006 |
| 54430 | Are commercial real estate loans going to hurt banks? usatoday.com | Les H | 5/18/2006 |
| 54429 | Look at the chart | Jim McMannis | 5/18/2006 |
| 54428 | Looked at the options on CFC, LEND, and CORS. The puts are already pricing in a | Think4Yourself | 5/18/2006 |
| 54427 | DSL....Going my way? You bet! | Broken_Clock | 5/18/2006 |
| 54426 | William Lyons Homes buyout expires with 90% tendered biz.yahoo.com | Les H | 5/18/2006 |
| 54425 | Here's a Countrywide story for you....a honcho was on a recent trip to Thail | Broken_Clock | 5/18/2006 |
| 54424 | Don't watch it myself, read about it on some board and now I can't find | Travis_Bickle | 5/18/2006 |
| 54423 | Landscaping for $ 34 an hour newsday.com | Les H | 5/18/2006 |
| 54422 | <i>Debacle du jour. Countrywide financial (CFC). -2.65 on the day.</i&g | orkrious | 5/18/2006 |
| 54421 | I wonder what he thinks about Greenspan touting toxic ARM's when fixed rates | John Vosilla | 5/18/2006 |
| 54420 | Who was she interviewing? | orkrious | 5/18/2006 |
| 54419 | Benanke worried about Toxic Mortgages | Jim McMannis | 5/18/2006 |
| 54418 | Debacle du jour. Countrywide financial (CFC). -2.65 on the day. | Jim McMannis | 5/18/2006 |
| 54417 | I think a ton of late to this party shorts looking for new opportunities plus lo | John Vosilla | 5/18/2006 |
| 54416 | Looks like that CNBC thing just tanked LEND, it had been up all morning. | Travis_Bickle | 5/18/2006 |
| 54415 | I'm short a bunch of them in a big way these days. Nice plug on CNBC this m | John Vosilla | 5/18/2006 |
| 54414 | <i>Meritage Homes announces resignation of John R. Landon, co-chairman and | orkrious | 5/18/2006 |
| 54413 | InPlay: Meritage Homes announces resignation of John R. Landon, co-chairman and | Travis_Bickle | 5/18/2006 |
| 54412 | If I remember, I read last year in the Times or the Journal that China would bec | Paul Kern | 5/18/2006 |
| 54411 | Here's a perfect example: IIIN Over 90% of their sales are concrete reinfor | Perspective | 5/18/2006 |
| 54410 | STEEL: I want to start pushing up the supply chain for construction materials. I | Perspective | 5/18/2006 |
| 54409 | Condo Conversions: An Irresistable Force multi-housingnews.com | Les H | 5/18/2006 |
| 54408 | I still like NVR a lot. If you look at trailing and forward p/e per yahoo, it i | Travis_Bickle | 5/18/2006 |
