| Reply | Message Preview | From | Posted |
| 57707 | I imagine raw acreage not already permitted, subdivided or improved with infrast | John Vosilla | 7/13/2006 |
| 57706 | re: "You might see new subdivisions completely abandoned in certain one tri | Think4Yourself | 7/13/2006 |
| 57705 | You think Greenspan, Snow, Kudlow, Lereah or Bush really cares about the little | John Vosilla | 7/13/2006 |
| 57704 | 'The inventory levels coupled with cash position means KBH will be discounti | John Vosilla | 7/13/2006 |
| 57703 | Heads should roll. Unfortunately, a lot of them have left office or resigned as | Jim McMannis | 7/13/2006 |
| 57702 | You have a good point about the feds for next year. I think it's too early | Think4Yourself | 7/13/2006 |
| 57701 | It's probably going to be 73-74' for the real economy and 90-92' for | John Vosilla | 7/13/2006 |
| 57700 | Just imagine the RE margin call the next year if many of these events continue t | John Vosilla | 7/13/2006 |
| 57699 | They did to the extent that some of 'em still have a few saleable shares the | patron_anejo_por_favor | 7/13/2006 |
| 57698 | <i>.I promise I won't f*ck the next one up!</i> Unlike most clo | orkrious | 7/13/2006 |
| 57697 | >>What are the CEO's running these companies thinking? ARE they thinki | patron_anejo_por_favor | 7/13/2006 |
| 57696 | UFB. I'll gladly pay that dividend on my short. [edit] I hadn't looke | orkrious | 7/13/2006 |
| 57695 | Re: <i> KBH just declared a $.25 quarterly dividend. Their yield is now 2. | Dan3 | 7/13/2006 |
| 57694 | Dan3,re:"it's going to impact the whole economy". Sure, very posit | John Chen | 7/13/2006 |
| 57693 | I was actually thinking of lightening up on my KBH puts and moving the cash to L | Think4Yourself | 7/13/2006 |
| 57692 | You still thinking this, darlin? Happy Yergin Day. Message 22619720 | Wharf Rat | 7/13/2006 |
| 57691 | J.P,re:"no way I'm buying now!". Prior cycle was 10+ years from pe | John Chen | 7/13/2006 |
| 57690 | It already HAS In many places and most likely your area too. Median prices are | mishedlo | 7/13/2006 |
| 57689 | This guy has a future as a financial intermediary denver.yourhub.com | Les H | 7/13/2006 |
| 57688 | DHI now down nearly 10% AH: data.inetats.com They could be a teenager by tomor | patron_anejo_por_favor | 7/13/2006 |
| 57687 | this is when the people who were banking on book value to be a floor to stock pr | sammaster | 7/13/2006 |
| 57686 | I'm gonna have to tap that i/2 bottle of silver in the cupboard tonight. -g- | Broken_Clock | 7/13/2006 |
| 57685 | <i>lowered yearly EPS to 3.65 from 5.25.</i> Will it take three or | orkrious | 7/13/2006 |
| 57684 | Looks like Horton heard a who! Big earnings warning, lowered yearly EPS to 3.65 | patron_anejo_por_favor | 7/13/2006 |
| 57683 | >>I'm interested because we need a bigger house, but there is no way I | patron_anejo_por_favor | 7/13/2006 |
| 57682 | Where will you be buying? Phoenix, Florida, Hawaii, California are already seein | Broken_Clock | 7/13/2006 |
| 57681 | When does anybody think this will translate into significantly lower actual hous | J. P. | 7/13/2006 |
| 57680 | <I>"There is <b>excess steam</b> in the market created by | patron_anejo_por_favor | 7/13/2006 |
| 57679 | Born-again Rubinomics thenation.com | Les H | 7/13/2006 |
| 57678 | Seems like the vix should be 25 or so but its not quite 17 even. | damainman | 7/13/2006 |
| 57677 | Hmm, let's see Iraq bombings, Afghanistan Talisban resurgence, Iran Nuclear, | Think4Yourself | 7/13/2006 |
| 57676 | Gonna be a wacky end of week- Middle East, BOJ, dhi update- you may yet get a ch | damainman | 7/13/2006 |
| 57675 | They already are here in Kona. Most don't have sell stops in place so they a | Broken_Clock | 7/13/2006 |
| 57674 | Congrats for holding on. I was close to reshorting Centex and St Joe in recent | John Vosilla | 7/13/2006 |
| 57673 | Seems a whole generation of new age real estate moguls are going to learn a pain | John Vosilla | 7/13/2006 |
| 57672 | Whatever happened to this one? Apprentice winner Kendra Todd started her RE car | John Vosilla | 7/13/2006 |
| 57671 | >>>Poor horse. It looked like he was home free after 6 weeks.<<&l | ChanceIs | 7/13/2006 |
| 57670 | Poor horse. It looked like he was home free after 6 weeks. | Jim McMannis | 7/13/2006 |
| 57669 | Daniel Yergin Day, July 13, 2006 The interweave of real estate and peak oil. A | ChanceIs | 7/13/2006 |
| 57668 | Madame Zalora globaleconomicanalysis.blogspot.com Mish | mishedlo | 7/13/2006 |
| 57667 | The LA Times reports on the San Diego numbers. “San Diego County kicked off Cali | Broken_Clock | 7/13/2006 |
| 57666 | Mobile home sales: did anybody catch the June 27 cover article "Breathtakin | Perspective | 7/13/2006 |
| 57665 | OT - Barbaro's Chances Of Survival 'Poor' >>>Sad news. Gr | ChanceIs | 7/13/2006 |
| 57664 | Too bad. I would like to see a glut of condos in SF. City officials should make | Live2Sail | 7/13/2006 |
| 57663 | >>>Centex Southwest Florida has this website up...<<< I have | ChanceIs | 7/13/2006 |
| 57662 | I am not so sure the builder will end up being such a winner. The IRS may go af | Think4Yourself | 7/13/2006 |
| 57661 | Yes. And I think it might be low! Look at this chart from IBD last year (just t | CalculatedRisk | 7/13/2006 |
| 57660 | That 28% figure is just mind boggling | jrhana | 7/13/2006 |
| 57659 | Re: <i>These loans make up an increasing amount of the FHA's volume. I | Dan3 | 7/13/2006 |
| 57658 | These DAPs started around 2000 - and the regulators are just getting around to s | CalculatedRisk | 7/13/2006 |
| 57657 | Centex Southwest Florida has this website up to try and stem the tide (more like | MoneyPenny | 7/13/2006 |
| 57656 | *DJ Freddie Mac 30-Yr Fixed Rate Falls to 6.74% From 6.79% *DJ Freddie Mac 15- | Paul Kern | 7/13/2006 |
| 57655 | <Who wins?? The builder.> Also local governments because they get to colle | jrhana | 7/13/2006 |
| 57654 | >>>"gift" down payment cash<<< I see from the other | ChanceIs | 7/13/2006 |
| 57653 | The amount of pure sleaze in real estate never ceases to amaze me. Trying to fli | jrhana | 7/13/2006 |
| 57652 | Zacks on LEND: Analyst Blog: We are reiterating our Hold rating on Accredited | ChanceIs | 7/13/2006 |
| 57651 | On DAPs (charity downpayment assistance programs) ... IRS Ruling Imperils ' | CalculatedRisk | 7/13/2006 |
| 57650 | Several state atty generals have been going after this practice via the non-prof | renovator | 7/13/2006 |
| 57649 | It won't be good. In Phoenix there's nearly as many WAMU branches as the | patron_anejo_por_favor | 7/13/2006 |
| 57648 | HGX at new 52 week low: <img src='http://stockcharts.com/c-sc/sc?s=$HGX& | patron_anejo_por_favor | 7/13/2006 |
| 57647 | Condo expectations may be rethought as prices plunge nysun.com San Francisco | Les H | 7/13/2006 |
| 57646 | Research show many projects are trial balloons bizjournals.com | Les H | 7/13/2006 |
| 57645 | What I found most interesting was the wording of this phrase: >>>Cente | Perspective | 7/13/2006 |
| 57644 | >>>Centex has also recently began offering a "down payment assista | ChanceIs | 7/13/2006 |
| 57643 | What is going to happen to the commercial real estate market when the mortgage b | Think4Yourself | 7/13/2006 |
| 57642 | RE: <i>DJ Countrywide Fincl June Mtgr-Loan Fundings Fell 11% >CFC </ | Dan3 | 7/13/2006 |
| 57641 | DJ Countrywide Fincl June Mtgr-Loan Fundings Fell 11% >CFC DOW JONES NEWSWI | Paul Kern | 7/13/2006 |
| 57640 | I am probably the most bearish on this thread when it comes to the homies and ev | Think4Yourself | 7/13/2006 |
| 57639 | Re: <i>KBH... incurred another $1B of additional debt in only two quarter | Dan3 | 7/13/2006 |
| 57638 | Realtors fight for business model Updated 7/12/2006 11:32 PM ET By Noelle Kno | Mick Mørmøny | 7/13/2006 |
| 57637 | Vegas- yahoo.reuters.com | damainman | 7/13/2006 |
| 57636 | <i>The best job in the world is when 1) you like what you are doing 2) you | Dale Baker | 7/13/2006 |
| 57635 | Veemac's contractor's license is suspended due to the lack of a bond - w | Elroy Jetson | 7/13/2006 |
| 57634 | Ultra-high end is slowing in the Bay Area mercurynews.com | Live2Sail | 7/13/2006 |
| 57633 | KBH bought back $300M worth of stock and incurred another $1B of additional debt | John Vosilla | 7/13/2006 |
| 57632 | <i>When Mary and I were thinking seriously about moving to Austin we opene | mishedlo | 7/12/2006 |
| 57631 | Yes, I spent most of my career at huge banks. But..... You would not believe wha | mishedlo | 7/12/2006 |
| 57630 | I believe that Veemac can prove otherwise. That is my BELIEF. I can actually see | mishedlo | 7/12/2006 |
| 57629 | As an active GC I see an awful lot of missing pieces to this story. I am short L | renovator | 7/12/2006 |
| 57628 | You worked for a big bank. You know that at large companies, certain actions and | Elroy Jetson | 7/12/2006 |
| 57627 | When Mary and I were thinking seriously about moving to Austin we opened a joint | renovator | 7/12/2006 |
| 57626 | Dang, you took my reply! ;) The homebuilders have been doing a lot of very fool | Think4Yourself | 7/12/2006 |
| 57625 | <i>I thought you were short Lennar. If you're not I apologize. I' | mishedlo | 7/12/2006 |
| 57624 | I suspect the biggest problem for all of the builders is that they have been spe | orkrious | 7/12/2006 |
| 57623 | I do not understand this - at all. There should be quite a lag between the time | Dan3 | 7/12/2006 |
| 57622 | The same is true of all of the home builders. They are laying people off, scramb | Elroy Jetson | 7/12/2006 |
| 57621 | I thought you were short Lennar. If you're not I apologize. I'm not lon | Elroy Jetson | 7/12/2006 |
| 57620 | Thanks for posting. Love it! Market is "normalizing" and the brokers s | Still Rolling | 7/12/2006 |
| 57619 | <i>I think your short position on Lennar stock has affected your reasoning | mishedlo | 7/12/2006 |
| 57618 | Goodbye to the real estate boom minnesota.publicradio.org | Les H | 7/12/2006 |
| 57617 | You might want to compare to the most recent 10Q for LEN for the quarterly perio | CalculatedRisk | 7/12/2006 |
| 57616 | Business as usual on the LEND website; get hired to write "non-prime" | Still Rolling | 7/12/2006 |
| 57615 | Running a company where one customer makes up most of your business is a very ri | Elroy Jetson | 7/12/2006 |
| 57614 | >>Any theories as to what's holding LEND up?<< Thousands of chi | patron_anejo_por_favor | 7/12/2006 |
| 57613 | Why would Lennar pay Veemac's construction employees if the work was not don | Elroy Jetson | 7/12/2006 |
| 57612 | <i>Personally I think they're both going to zero,</i> Any theor | orkrious | 7/12/2006 |
| 57611 | How could a framing contractor commit fraud? Lets say they bribed the Lennar em | Elroy Jetson | 7/12/2006 |
| 57610 | >>San Diego County's housing market continued to lose steam in June, w | patron_anejo_por_favor | 7/12/2006 |
| 57609 | I'm sure Lennar, like other large builders, does not have a construction loa | Elroy Jetson | 7/12/2006 |
| 57608 | Personally I think they're both going to zero, (or close enough where it doe | patron_anejo_por_favor | 7/12/2006 |
