| Reply | Message Preview | From | Posted |
| 54907 | Why can't you believe I wrote that? I have some pretty good scars from CPN | Think4Yourself | 5/25/2006 |
| 54906 | that is amazing that San Antonio is on that list. you have no idea how cheap hou | Wyätt Gwyön | 5/25/2006 |
| 54905 | However, the market dictates differently. The mass of development is happening i | Broken_Clock | 5/25/2006 |
| 54904 | >>>somehow thinking the panhandle will do well even though the historic | ChanceIs | 5/25/2006 |
| 54903 | >>>I believe MIR and CPN are excellent analogies when considering JOE&# | ChanceIs | 5/25/2006 |
| 54902 | NVR is the best builder to trade lately, imo, it is one hell of a fun stock. Lo | Travis_Bickle | 5/25/2006 |
| 54901 | You guys could be right that the debt takes the company down the tubes if the de | John Vosilla | 5/25/2006 |
| 54900 | The thing about JOE is that those enamored with it are somehow thinking the panh | Broken_Clock | 5/25/2006 |
| 54899 | I believe MIR and CPN are excellent analogies when considering JOE's situati | Think4Yourself | 5/25/2006 |
| 54898 | JOE is expanding debt. Without buyers for their condos and overpriced lots, how | Broken_Clock | 5/25/2006 |
| 54897 | True but there seems to be a serious disconnect between land values and the stoc | John Vosilla | 5/25/2006 |
| 54896 | I don't see it that way. JOE posted 5¢ last Q. That tells me they can b | Broken_Clock | 5/25/2006 |
| 54895 | Florida land prices up roughly 10 to 15 times in five years. JOE stock price onl | John Vosilla | 5/25/2006 |
| 54894 | I figure Sept and Dec 40 or 45 puts will be much cheaper by early July assuming | John Vosilla | 5/25/2006 |
| 54893 | Foreclosure Rates Soar in Metropolitan Chicago biz.yahoo.com Area high for fore | CalculatedRisk | 5/25/2006 |
| 54892 | Amazing they are calling areas hot that have many of the highest foreclosure rat | John Vosilla | 5/25/2006 |
| 54891 | I covered yesterday but now am back to nearly a full position. Down the road we | Travis_Bickle | 5/25/2006 |
| 54890 | Makes you wonder why Aames would sell out at half the IPO price of last year and | John Vosilla | 5/25/2006 |
| 54889 | >>>the value of the real estate in the cooling off part of the country | ChanceIs | 5/25/2006 |
| 54888 | I think it shows in part why LEND stayed parabolic. My guess is insiders and in | John Vosilla | 5/25/2006 |
| 54887 | "Half of the country is heating up and half the country is cooling off" | Travis_Bickle | 5/25/2006 |
| 54886 | Saw this on the yahoo board: 11:01 LEND briefing.com Platinum.aspx?PagePrefix=I | Travis_Bickle | 5/25/2006 |
| 54885 | New Signs of Cooling Housing Market Thursday May 25, 2:12 pm ET By Martin Cruts | ChanceIs | 5/25/2006 |
| 54884 | Wow. Nice chart. I wonder how long LEND will take to catch up. | orkrious | 5/25/2006 |
| 54883 | LEND versus AIC since it went public last year. finance.yahoo.com | John Vosilla | 5/25/2006 |
| 54882 | April Home Sales ‘Plummet’ In Florida The Florida realtors have the April numbe | Travis_Bickle | 5/25/2006 |
| 54881 | Ooops. The data is correct - just the date labels wrong. | CalculatedRisk | 5/25/2006 |
| 54880 | April of 96? photos1.blogger.com | ild | 5/25/2006 |
| 54879 | Here are some graphs ... Existing-Home Sales Slip calculatedrisk.blogspot.com | CalculatedRisk | 5/25/2006 |
| 54878 | DJ Freddie Mac 30-Yr Fixed Rate Rises To 6.62% From 6.60% NEW YORK (Dow Jone | Paul Kern | 5/25/2006 |
| 54877 | From the NARs’ PDF file; US resale inventory: in millions. 2.474..Apr. 2005 2. | Travis_Bickle | 5/25/2006 |
| 54876 | *DJ Freddie Mac 30-Yr Fixed Rate Rises To 6.62% From 6.60% *DJ Freddie Mac 15- | Paul Kern | 5/25/2006 |
| 54875 | Back into JOE but more puts this time. Decided to spread with some Sept and also | Broken_Clock | 5/25/2006 |
| 54874 | March was $218K. March last year was $203K There are 190,000 more homes on the | Think4Yourself | 5/25/2006 |
| 54873 | Re: <i>Median price up 4.2% to 223K</i> I think that's vs. last | Dan3 | 5/25/2006 |
| 54872 | They are suspect but are probably more reliable than the new home sales, at leas | Think4Yourself | 5/25/2006 |
| 54871 | Don't forget that the "numbers" just released from NAR are not rea | tdl4138 | 5/25/2006 |
| 54870 | 10:00 AM ET 5/25/06 FLA, CALIF., ARIZ. HOUSING MARKETS COOLING: NAR 10:00 AM ET | Travis_Bickle | 5/25/2006 |
| 54869 | Existing home sales down 2% to 6.76 mil vs 6.75 mil expected Inv up another 5.8 | Think4Yourself | 5/25/2006 |
| 54868 | Thanks shorted it and a little RYL too. | Travis_Bickle | 5/25/2006 |
| 54867 | <i>And I got caught flat on LEND after all this time, bummer.</i> h | orkrious | 5/25/2006 |
| 54866 | They were probably not Ryland Homes condos where you saw them doing this. I' | GraceZ | 5/25/2006 |
| 54865 | The Colony | gladman | 5/25/2006 |
| 54864 | Revised GDP Posts 5.3% Increase, Fastest Quarterly Gain Since 2003 >>> | ChanceIs | 5/25/2006 |
| 54863 | "We do not expect Ryland to be alone in announcing sharp declines in orders | Travis_Bickle | 5/25/2006 |
| 54862 | It's not down that much at the moment. | orkrious | 5/25/2006 |
| 54861 | And I got caught flat on LEND after all this time, bummer. | Travis_Bickle | 5/25/2006 |
| 54860 | Accredited Home Lenders Holding Co. to Acquire Aames Investment Corp. Thursday M | orkrious | 5/25/2006 |
| 54859 | GDP revised up to 5.6%, street was looking for 5.8%. Don't see how you paus | Travis_Bickle | 5/25/2006 |
| 54858 | More evidence of tumbling prices: from Naples: "I've seen some propert | John Vosilla | 5/25/2006 |
| 54857 | Good luck! It seems you've got a lot of pricing flexibility to catch one of | bentway | 5/24/2006 |
| 54856 | >>You ought to flip that sucker IMMEDIATELY!<vvbg><< Like a w | gladman | 5/24/2006 |
| 54855 | >>preconstruction a long time ago<< we got in real early, we've | gladman | 5/24/2006 |
| 54854 | Finally, a realtor that earns her 6% commission! ;0) | Doughboy | 5/24/2006 |
| 54853 | The insurors are liable to use this a another way to raise rates across a broad | renovator | 5/24/2006 |
| 54852 | That's great news for speculators who want out of contracts as it's a ma | Think4Yourself | 5/24/2006 |
| 54851 | It may not be leakage, but they haven't learned anything. I saw a row of 4 h | BWAC | 5/24/2006 |
| 54850 | re: "they still have something like 8 bucks a share in EPS to warn away ove | Think4Yourself | 5/24/2006 |
| 54849 | This warning may be priced in, but they still have something like 8 bucks a shar | patron_anejo_por_favor | 5/24/2006 |
| 54848 | XFC, Thanks for the reply. Bill | Bill/WA | 5/24/2006 |
| 54847 | You ought to flip that sucker IMMEDIATELY!<vvbg> | bentway | 5/24/2006 |
| 54846 | "Big Lots is still my favorite emporium." You are missing the fantast | bentway | 5/24/2006 |
| 54845 | Is the housing bubble bursting? Experts say not yet, but power is shifting from | CalculatedRisk | 5/24/2006 |
| 54844 | Hey divided government is good for budget balancing. Yeah it did sound funny eve | John Vosilla | 5/24/2006 |
| 54843 | If other areas operate like the Big Island then nothing affordable ever does get | Broken_Clock | 5/24/2006 |
| 54842 | But the greatest need in many bubble markets these days is affordable started ho | John Vosilla | 5/24/2006 |
| 54841 | Congrats. Sounds like you bought preconstruction a long time ago.. | John Vosilla | 5/24/2006 |
| 54840 | Ryland's warning: This news is probably priced in already. The stock has bee | zebra4o1 | 5/24/2006 |
| 54839 | I think State Farm just raise the premium (and they are not selling new policy). | XoFruitCake | 5/24/2006 |
| 54838 | <<< I'll bet only a very few areas of the country (mostly coastal) | jjs_ynot | 5/24/2006 |
| 54837 | Jim, One of my daughters who lives in Jupiter told me State Farm & Allstate | Bill/WA | 5/24/2006 |
| 54836 | <i>That's why they are rich. They live like ordinary folk and usually | Wyätt Gwyön | 5/24/2006 |
| 54835 | which development? Pelican Landing? MP | MoneyPenny | 5/24/2006 |
| 54834 | You ought to flip that sucker <vbg> | Travis_Bickle | 5/24/2006 |
| 54833 | <i>Ryland repurchased 2.2 million shares of its common stock year to date | orkrious | 5/24/2006 |
| 54832 | >>condo market here and everywhere else<< We're closing next w | gladman | 5/24/2006 |
| 54831 | Ryland warns, cuts outlook: marketwatch.com{106D3B87-D979-43C5-B4F7-2EF4F50BA74 | Travis_Bickle | 5/24/2006 |
| 54830 | delete dup | Live2Sail | 5/24/2006 |
| 54829 | There are those who believe that real estate in the Bay Area will always go up. | Live2Sail | 5/24/2006 |
| 54828 | <<What happens if the democrats win in Nov..>> Got any specific one | Tradelite | 5/24/2006 |
| 54827 | "What happens if the democrats win in Nov and demand the federal budget get | Live2Sail | 5/24/2006 |
| 54826 | Yep, I suspect that cancellations get counted in the revised total, but not the | patron_anejo_por_favor | 5/24/2006 |
| 54825 | >>> The rich people I know care A LOT how much things cost! That's | Tommaso | 5/24/2006 |
| 54824 | The rich people I know care A LOT how much things cost! That's why they are | Think4Yourself | 5/24/2006 |
| 54823 | And now a company has to really work hard hide their liabilities OBS, what with | Live2Sail | 5/24/2006 |
| 54822 | Which areas are you following? Google-central still holding steady. | Live2Sail | 5/24/2006 |
| 54821 | <<I can't think of a single home-owner friend who could afford to buy | Tradelite | 5/24/2006 |
| 54820 | Here are the New Home Sales comparisons between '04, '05 and '06 (no | CalculatedRisk | 5/24/2006 |
| 54819 | I don't have any particular knowledge of Bay Area real estate or conditions. | Schnullie | 5/24/2006 |
| 54818 | "At this point we're talking about 20% of huge numbers ($4 - $5K per mo | XoFruitCake | 5/24/2006 |
| 54817 | I know a little about both those builders, and my impression is that NVR caters | Tradelite | 5/24/2006 |
| 54816 | <i>It doesn't make an ounce of sense to compare the number of home sal | Schnullie | 5/24/2006 |
| 54815 | I really don't know. You could be right about the markets here. I live her | Lizzie Tudor | 5/24/2006 |
| 54814 | Thanks for posting that. I still have trouble believing the pricing and activity | Schnullie | 5/24/2006 |
| 54813 | Don't have energy to reply to all your points, but I'll tackle this one. | Tradelite | 5/24/2006 |
| 54812 | Also compare Comstock to NVR. Why is the former crap while the latter carries a | Travis_Bickle | 5/24/2006 |
| 54811 | <I>First of all, my sense from posters here is that activity in NY and in | Lizzie Tudor | 5/24/2006 |
| 54810 | A tale of extreme divergence between these two builders this year. Notice the o | John Vosilla | 5/24/2006 |
| 54809 | "rich people couldn't care less how much something costs and they don&# | John Vosilla | 5/24/2006 |
| 54808 | <i> I'll bet only a very few areas of the country (mostly coastal) are | Schnullie | 5/24/2006 |
