| Reply | Message Preview | From | Posted |
| 57807 | are land values marked to market each quarter or are they listed on the balance | sammaster | 7/15/2006 |
| 57806 | <I>Things are collapsing much faster than they did in 1986 to 1996 downtur | Lizzie Tudor | 7/15/2006 |
| 57805 | >>Is there a NASDAQ short ETF<< You can also use ProShares Ultra QQ | gladman | 7/15/2006 |
| 57804 | Just thought of another reason why shorting the mortgage lenders might be a bad | Think4Yourself | 7/15/2006 |
| 57803 | US vs. own foot -- lol Hey thanks for posting that DOW short pro-fund. Is ther | ChrisJP | 7/15/2006 |
| 57802 | Their customers are forced to refinance and the firms receive huge pre-payment p | Les H | 7/15/2006 |
| 57801 | RE:"All those ARMS are going to reset in the next two years. People are eit | Jim McMannis | 7/15/2006 |
| 57800 | Look for large "extraordinary write-offs" from the publicly traded hom | Elroy Jetson | 7/15/2006 |
| 57799 | One explanation for why housing bubbles are created: Men Go Mad In Herds broker | zanjani | 7/15/2006 |
| 57798 | This morning I was following a bright red F-350 with a lift package, a confedera | gladman | 7/15/2006 |
| 57797 | All those ARMS are going to reset in the next two years. People are either goin | Think4Yourself | 7/15/2006 |
| 57796 | Playing the Sex Card By STEPHANIE ROSENBLOOM nytimes.com A WOMAN with tousled | bentway | 7/15/2006 |
| 57795 | 'more moderate levels of home price appreciation' "Soft landing&qu | bentway | 7/15/2006 |
| 57794 | "Florida Crackers " FYI: I was told by the management here that &quo | bentway | 7/15/2006 |
| 57793 | John Q Public,re:" borrowing money to buy stock?". That's a good c | John Chen | 7/15/2006 |
| 57792 | John Vosilla,re:"RE economy". In Chinese(Japaness' Kanji), the Rea | John Chen | 7/15/2006 |
| 57791 | Has anybody come up with a good explanation for why the mortgage lenders are hol | zebra4o1 | 7/15/2006 |
| 57790 | John Vosilla,re:"the guy has no clue as to ...". G'me a break. The | John Chen | 7/15/2006 |
| 57789 | It's like a bombshell went off in the housing bubble thehousingbubbleblog.c | John Vosilla | 7/15/2006 |
| 57788 | Yes FL unless you feel those Atlantic breezes is brutal during our endless summe | John Vosilla | 7/15/2006 |
| 57787 | Costs of holding the real estate at various stages of the production cycle are s | John Vosilla | 7/15/2006 |
| 57786 | Did you see his simplistic explanation about why this conflict started. It's | John Vosilla | 7/15/2006 |
| 57785 | Nothing wrong with more affordable housing, but lot's of good people who wer | SouthFloridaGuy | 7/15/2006 |
| 57784 | re: "Aren't they in effect borrowing money to buy stock?" The mon | Think4Yourself | 7/15/2006 |
| 57783 | Note comment about cost to insure $10M in debt going up by $19K/year to $124K/ye | Think4Yourself | 7/15/2006 |
| 57782 | Keep Eyes Fixed on Your Variable-Rate Mortgage By DAMON DARLIN Published: July | Mick Mørmøny | 7/15/2006 |
| 57781 | Are you supposed to be in Vancouver for Agora conf.. July 24-26 or some such dat | Sultan | 7/15/2006 |
| 57780 | In a few years you'll be able to overlay a chart of the NASDAQ on a hommie c | Jim McMannis | 7/15/2006 |
| 57779 | RE:"Those of us who have been in the industry for 20 years or more have see | Jim McMannis | 7/15/2006 |
| 57778 | $137 million...gawd, not another development. Actually, I drove by the property | Jim McMannis | 7/15/2006 |
| 57777 | John Vosilla,re:"he bragged about". The complexity of the job (Preside | John Chen | 7/15/2006 |
| 57776 | That blank check is going to be huge if this keeps up. Ironic this happens days | John Vosilla | 7/15/2006 |
| 57775 | John Vosilla,re:'war on the horizon". Bush and Dr. Rice had warned us, | John Chen | 7/15/2006 |
| 57774 | John Vosilla, re:" .. those of us who have been in the industry for 20 year | John Chen | 7/15/2006 |
| 57773 | J.P.,re:"keep the wife at bay". Repeat this question: Do you want to | John Chen | 7/15/2006 |
| 57772 | Nah we are coming back to 'more moderate levels of home price appreciation&# | John Vosilla | 7/15/2006 |
| 57771 | "It is very important for today's sellers to understand what the market | John Vosilla | 7/15/2006 |
| 57770 | 'Why would anyone pay $45+ for a stock that was $30 as recently as 3 years a | John Vosilla | 7/15/2006 |
| 57769 | You think any land investors in Florida these days realize the cheapest land buy | John Vosilla | 7/15/2006 |
| 57768 | 'Looks Like Wall Street is smarter than I usually give them credit for being | John Vosilla | 7/15/2006 |
| 57767 | CORS actually is behaving a lot more like a builder than other LLL's. It is | John Vosilla | 7/14/2006 |
| 57766 | Those were better days. Now everything is over run by newbies, | Jim McMannis | 7/14/2006 |
| 57765 | JOE's one of those who has another 25-40% down left in it but because they o | Jim McMannis | 7/14/2006 |
| 57764 | LOL that is so funny. I would love to steal it. But I already submitted an artic | mishedlo | 7/14/2006 |
| 57763 | "I did like what management had to say about being in it for the long term, | Broken_Clock | 7/14/2006 |
| 57762 | Finished my analysis of any buybacks on the stock. Found this in JOES last earn | Think4Yourself | 7/14/2006 |
| 57761 | Ron Paul Federal Reserve Policy Destroys the Value of Your Savings house.gov | nextrade! | 7/14/2006 |
| 57760 | <<< I wonder if they sold anything this quarter >>> Are you r | tdl4138 | 7/14/2006 |
| 57759 | Was looking to see if JOE had a buyback program going as they seemed the most li | Think4Yourself | 7/14/2006 |
| 57758 | I lived in Lake Worth until 1994, and a real, real nice ranch house was about $1 | J. P. | 7/14/2006 |
| 57757 | But when does it affect CORS damn it. I am short that and HDI and WHR from OK sp | mishedlo | 7/14/2006 |
| 57756 | Looks like it's set up to really move - Up or Down.... | J. P. | 7/14/2006 |
| 57755 | Thanks all for your replies. We're in the Chicago area, not much price decl | J. P. | 7/14/2006 |
| 57754 | RE:"price discounting by national builders will be brutal." Exactly, | Jim McMannis | 7/14/2006 |
| 57753 | RE:"How much prices can drop." What's wrong with affordable housi | Jim McMannis | 7/14/2006 |
| 57752 | I'm in puts full bore so I'm not impartial. Can't imagine homies bo | Think4Yourself | 7/14/2006 |
| 57751 | re: "Buyers today are more committed, which is good for sellers," says | Think4Yourself | 7/14/2006 |
| 57750 | Thanks for posting the Washington Times article. I guess the capacity for self-d | Still Rolling | 7/14/2006 |
| 57749 | DOG is my co-pilot!<G> <img src='http://stockcharts.com/c-sc/sc?s= | patron_anejo_por_favor | 7/14/2006 |
| 57748 | Good points...its a quinella!<G> Not to mention "US vs own foot" | patron_anejo_por_favor | 7/14/2006 |
| 57747 | This could be the right moment to sell washingtontimes.com | Les H | 7/14/2006 |
| 57746 | <i> Looks like we get a geopolitical triple header this weekend </i> | ChrisJP | 7/14/2006 |
| 57745 | Looks like we get a geopolitical triple header this weekend: N.Korea vs S.Korea | patron_anejo_por_favor | 7/14/2006 |
| 57744 | Folks whose only substantial equity is the home they live in, who make a living | John Vosilla | 7/14/2006 |
| 57743 | Buy a home dirt cheap to live in if in flyover land. In bubble markets I think | John Vosilla | 7/14/2006 |
| 57742 | Don't let everybody in on it yet<g>. I'm just hoping to buy a bun | John Vosilla | 7/14/2006 |
| 57741 | <<RE:"I'm very scared." Of what?>> How much prices ca | SouthFloridaGuy | 7/14/2006 |
| 57740 | | SouthFloridaGuy | 7/14/2006 |
| 57739 | I think all the homies have a long way to go on the downside, but they're pr | patron_anejo_por_favor | 7/14/2006 |
| 57738 | They're all toast. Centex is a good selection. | Jim McMannis | 7/14/2006 |
| 57737 | Hey, you're right! Hadn't even noticed that on their little map. I won | Think4Yourself | 7/14/2006 |
| 57736 | They also overpaid big time for some projects in Hawaii.... | Broken_Clock | 7/14/2006 |
| 57735 | Just finished doing a little research on CTX. Besides having the debt/cash issu | Think4Yourself | 7/14/2006 |
| 57734 | To: russwinter who wrote (66049) 7/14/2006 4:17:00 AM From: shades of 66129 Sim | Broken_Clock | 7/14/2006 |
| 57733 | Rents could fall as new condos become apartments biz.yahoo.com There's rel | ChrisJP | 7/14/2006 |
| 57732 | I just stopped at my office planning to leverage up from WCI Jan 25 Puts to a lo | renovator | 7/14/2006 |
| 57731 | Soaring asphalt costs curb public construction thejournalnews.com | Les H | 7/14/2006 |
| 57730 | Yes, the news is going to get a lot uglier. Transferred from some deep in the m | Think4Yourself | 7/14/2006 |
| 57729 | Centex still just above 52 week lows set a while back. If it drops 60% off it&# | John Vosilla | 7/14/2006 |
| 57728 | Mish most of the stuff on MLS in Morgan's market is recently built unoccupie | John Vosilla | 7/14/2006 |
| 57727 | Not yet but the thought crossed my mind. Certainly not going to get into any c | John Vosilla | 7/14/2006 |
| 57726 | I am just sitting on about a quarter of a million dollars in RYVNX, expecting th | Tommaso | 7/14/2006 |
| 57725 | RE:"We need about 5% of you to volunteer, what's it going to take? $4 g | Jim McMannis | 7/14/2006 |
| 57724 | Repartments may cause fall in rents coshoctontribune.com | Les H | 7/14/2006 |
| 57723 | >>>JOE has lots of Panhandle land but has held for many years so should | ChanceIs | 7/14/2006 |
| 57722 | I added a few new shorts for the next big leg down. The news flow will just get | Dale Baker | 7/14/2006 |
| 57721 | Very few posts this morning. Expected this thread to be very busy. Has everyone | Think4Yourself | 7/14/2006 |
| 57720 | Exotic or Toxic? An Examination of the Non-Traditional Mortgage Market for Consu | Les H | 7/14/2006 |
| 57719 | Triumph of the exotic mortgages brokerwatchdog.com | Les H | 7/14/2006 |
| 57718 | Anyone care to share their favorite shorts/puts, and companies they wouldn't | Think4Yourself | 7/14/2006 |
| 57717 | Bank of Japan Lifts Interest Rates Quarter-Point Increase From Historic Low of | ChanceIs | 7/14/2006 |
| 57716 | Oil passes $78 per barrel. It looks like gasoline buyers aren't going to bl | Dan3 | 7/14/2006 |
| 57715 | "lowered yearly EPS to 3.65 from 5.25" Ah yes, here comes the PE expa | damainman | 7/14/2006 |
| 57714 | "What are the CEO's running these companies thinking? ARE they thinking | damainman | 7/14/2006 |
| 57713 | Morgan will not even take listings unless the place is priced for what it will s | mishedlo | 7/14/2006 |
| 57712 | Still another 30%-50% downside on the homebuilders. Those are the ones that don& | Bonefish | 7/14/2006 |
| 57711 | RE:"Make sure to wear a bullet proof vest and helmet when driving I-95 in S | Jim McMannis | 7/13/2006 |
| 57710 | RE:"90-92 wasn't nearly as overvalued as today." Not even close a | Jim McMannis | 7/13/2006 |
| 57709 | RE:"I'm not sure there is a comparable period in this country." M | Jim McMannis | 7/13/2006 |
| 57708 | 90-92 wasn't nearly as overvalued as today. I'm not sure there is a com | SouthFloridaGuy | 7/13/2006 |
