| Reply | Message Preview | From | Posted |
| 58907 | In some of the wealthier towns up here, the police, teachers, etc. live in far f | Live2Sail | 8/2/2006 |
| 58906 | We just finished 10-14 days of scorching heat over the whole west coast. Thankfu | Live2Sail | 8/2/2006 |
| 58905 | The Case for Countrywide Deteriorating Housing Market Bodes Ill Despite Diversif | ChanceIs | 8/2/2006 |
| 58904 | <I>I will be above the top 100 again within a year.</I>,...becareful | manny_velasco | 8/2/2006 |
| 58903 | <i>The math is simple for anyone except Wall Street analysts. If the cost | mishedlo | 8/2/2006 |
| 58902 | Here is my dump Gold post... Message 22395351 End of April first of May... Oh | Beachside Bill | 8/2/2006 |
| 58901 | >>>There are some hedge funds that specialize in buying these converts | ChanceIs | 8/2/2006 |
| 58900 | LMVTX letter to shareholders The third area where we have not fared well has be | Les H | 8/2/2006 |
| 58899 | Commodities like coal, gold, copper, crops have been falling... I got out of Gol | Beachside Bill | 8/2/2006 |
| 58898 | "If the cost goes up, the price goes up. The story is the same for land. Th | XoFruitCake | 8/2/2006 |
| 58897 | JOE's forward p/e is quite a bit higher than GOOG's. | Travis_Bickle | 8/2/2006 |
| 58896 | GFY ...really...cost me a ton since May. | Beachside Bill | 8/2/2006 |
| 58895 | GFY = Good For You? ;) | Think4Yourself | 8/2/2006 |
| 58894 | Texas Jury Deliberates Fate Of Ex-Dynegy, El Paso Traders DOW JONES NEWSWIRES A | ChanceIs | 8/2/2006 |
| 58893 | The less sophisticated CFO's will issue these "death-spiral" conve | Live2Sail | 8/2/2006 |
| 58892 | Guess there is no proof behind the puddin. | Beachside Bill | 8/2/2006 |
| 58891 | <i>Now....let's see yours.</i> lol, GFY. Now I'll listen t | orkrious | 8/2/2006 |
| 58890 | No... not my real port but has my sentiment for the last 3 years... Too bad the | Beachside Bill | 8/2/2006 |
| 58889 | Ladies and Gentlemen, Just put the little pr!ck on ignore. No point giving him | Paul Kern | 8/2/2006 |
| 58888 | <i>Too bad it is not listed with the losses anymore.</i> Too bad we | orkrious | 8/2/2006 |
| 58887 | <i>JOE is at it again +1.84 outpacing other homies.</i> I tried to | orkrious | 8/2/2006 |
| 58886 | Yeah... I saw Patron Portfolio since 2001. Too bad it is not listed with the lo | Beachside Bill | 8/2/2006 |
| 58885 | "Give the thread hell" Huh? This thread has made me a lot of $$$ | damainman | 8/2/2006 |
| 58884 | Stand aside for a couple of months. every falls at the end of Sept. | Beachside Bill | 8/2/2006 |
| 58883 | I may dip a toe in if it hits the mid 50's - the darkside of course <gg&g | damainman | 8/2/2006 |
| 58882 | Short squeeze. I'm standing aside until it exhausts itself. | patron_anejo_por_favor | 8/2/2006 |
| 58881 | Give the thread hell. Technicals are higher for the sector. | Beachside Bill | 8/2/2006 |
| 58880 | JOE is at it again +1.84 outpacing other homies. | damainman | 8/2/2006 |
| 58879 | July '05 was the top. We've discussed it here many times (including in r | patron_anejo_por_favor | 8/2/2006 |
| 58878 | Still 25 % up from last year...National Foreclosures Decrease 16 Percent in Seco | Beachside Bill | 8/2/2006 |
| 58877 | If they wanted to, they could be energy self sufficient there very quickly, due | patron_anejo_por_favor | 8/2/2006 |
| 58876 | >>>Once a sector is out of favor, it's lights out.<<< Tha | ChanceIs | 8/2/2006 |
| 58875 | Mr market screws as many as he can on either side.. Attempt is for euphoria befo | John Vosilla | 8/2/2006 |
| 58874 | We already have record foreclosures for some time in Colorado, Ohio and Texas. | John Vosilla | 8/2/2006 |
| 58873 | 'If the cost goes up, the price goes up. The story is the same for land. The | John Vosilla | 8/2/2006 |
| 58872 | RE:"How is the default rate from last year...anyone got that data?" I | Jim McMannis | 8/2/2006 |
| 58871 | How is the default rate from last year...anyone got that data? | Beachside Bill | 8/2/2006 |
| 58870 | Home loan demand sinks to four-year low Yahoo News ^ | 8-2-06 | Julie Haviv NEW | Proud_Infidel | 8/2/2006 |
| 58869 | Fed rate went from 5 to 7%+ from 1995 - 2000... analyst called the end then too. | Beachside Bill | 8/2/2006 |
| 58868 | RE:"Basically you say the same thing as in my prediction of most eventually | Jim McMannis | 8/2/2006 |
| 58867 | At first, the developers and contractors will simply have to shrink their redicu | Jim McMannis | 8/2/2006 |
| 58866 | “Condominium sales tumbled 79 percent in Brevard County last month compared with | Travis_Bickle | 8/2/2006 |
| 58865 | Looks like they are putting on the Fed-is-done trade... | damainman | 8/2/2006 |
| 58864 | <i>DISCLOSURE: SHORT shares of LEND</i> It's notable that LEND | orkrious | 8/2/2006 |
| 58863 | Basically you say the same thing as in my prediction of most eventually going u | John Vosilla | 8/2/2006 |
| 58862 | >>>Get a clue. Until and unless, costs come down, prices will stay up.& | ChanceIs | 8/2/2006 |
| 58861 | July 2005. That confirms it. Mish is right. | Jim McMannis | 8/2/2006 |
| 58860 | I think they go down and stay down. Some go BK, others like JOE survive because | Jim McMannis | 8/2/2006 |
| 58859 | Two out of three homes snapped up by investors cepr.net | Les H | 8/2/2006 |
| 58858 | 'Sometimes the economists and analyst don't understand a cultural change | John Vosilla | 8/2/2006 |
| 58857 | Yeah my dad thinks he'll get back the $75k in cash he had in his account whe | Travis_Bickle | 8/2/2006 |
| 58856 | RE:"I have yet to see a single analyst remark on skyrocketing building mate | Jim McMannis | 8/2/2006 |
| 58855 | Not a stretch. Perhaps Horton gets down near single digits by the coming October | John Vosilla | 8/2/2006 |
| 58854 | RE: "As for home prices, you have to be nuts to think they are still rising | Don Earl | 8/2/2006 |
| 58853 | RE:"What's going to happen to the southern Florida housing market if Ca | Jim McMannis | 8/2/2006 |
| 58852 | A lot of Cubans still think they can go back and get their land. Like East Germa | Jim McMannis | 8/2/2006 |
| 58851 | "The trend really started after 1997, when Congress changed the tax code, a | Jim McMannis | 8/2/2006 |
| 58850 | RE:"I predict Horton and Pulte will be much higher sometime in 2007 than th | Jim McMannis | 8/2/2006 |
| 58849 | =DJ Mtge Applications, Cash Flow Bad News For Homebuilders 08/02/2006 Dow Jon | Paul Kern | 8/2/2006 |
| 58848 | >>>St. Joe downgraded to "market underperform"<<< S | ChanceIs | 8/2/2006 |
| 58847 | I appreciate your source on second homes. It appears that they are saying those | Beachside Bill | 8/2/2006 |
| 58846 | St. Joe downgraded to "market underperform" Wednesday, August 02, 200 | Travis_Bickle | 8/2/2006 |
| 58845 | Condo sales, backlogs eroding developer investments realblogging.com | Les H | 8/2/2006 |
| 58844 | A reckoning with risk usnews.com Rules for a slowdown usnews.com | Les H | 8/2/2006 |
| 58843 | <i>arent refi's going to go ape shiat when all the arms reset?</i&g | Paul Kern | 8/2/2006 |
| 58842 | You mean people returning to Cuba? Nobody is going to do that, it's a miser | Travis_Bickle | 8/2/2006 |
| 58841 | arent refi's going to go ape shiat when all the arms reset? | TheStockFairy | 8/2/2006 |
| 58840 | What's going to happen to the southern Florida housing market if Castro dies | Think4Yourself | 8/2/2006 |
| 58839 | *DJ US MBA Market Index Falls 1.2% To 527.6 From 533.8 *DJ US MBA Purchase Ind | Paul Kern | 8/2/2006 |
| 58838 | Re: <i>I might dicuss it.</i> I had lunch over the weekend with a c | Dan3 | 8/2/2006 |
| 58837 | OT: Brunt of the heat wave hitting New England today. Blackouts and transformer | Think4Yourself | 8/2/2006 |
| 58836 | I like LEN cause of the quality problems in Florida that Mike Morgan is exposing | Travis_Bickle | 8/2/2006 |
| 58835 | Why would you care about the advertised price of the home? That's only rele | Think4Yourself | 8/2/2006 |
| 58834 | Don't feed the trolls | saveslivesbyday | 8/2/2006 |
| 58833 | The facts speak for themselves housebubble.com (refreshes several times daily) | saveslivesbyday | 8/2/2006 |
| 58832 | Second homes 40% of market usatoday.com Second homes 40% of market Updated 4/5 | saveslivesbyday | 8/2/2006 |
| 58831 | Distress sale of Dubai homes up By Arif Sharif, Staff Reporter Dubai: Distre | Proud Deplorable | 8/2/2006 |
| 58830 | 'But I'll bet the small time home builders and speculators may not fare | John Vosilla | 8/2/2006 |
| 58829 | 'Be patient. It's a slow motion train wreck' It seems like my TIVO | John Vosilla | 8/2/2006 |
| 58828 | 'Market fluctuation and I stand behind my post the homeboys will be higher n | John Vosilla | 8/2/2006 |
| 58827 | John it is hard to say. All we know at this point is that loan loss provisions | mishedlo | 8/2/2006 |
| 58826 | look for it. It is not worth my time to argue with someone like yourself. But my | mishedlo | 8/2/2006 |
| 58825 | I have Joe and WCI put for Jan 07 and 08. Question for the board. If I want to f | XoFruitCake | 8/2/2006 |
| 58824 | MBA: Market Index Falls to May 2002 Levels mbaa.org Excerpt: The Market Compos | CalculatedRisk | 8/2/2006 |
| 58823 | Hi Mish .... Would you know ...... When are some of these personal home bankru | John McCarthy | 8/1/2006 |
| 58822 | Ho...Ho ...Ho...These Homes have Got to Go ------------------------------------ | Proud Deplorable | 8/1/2006 |
| 58821 | <40% of all home sold in 2005 AND 2005 were fore investmenst or second homes& | Beachside Bill | 8/1/2006 |
| 58820 | See... you talk net and I said prices... The prices are higher and you really ha | Beachside Bill | 8/1/2006 |
| 58819 | <i>Speculation in homes died two years ago...the economy didn't...chec | mishedlo | 8/1/2006 |
| 58818 | <i>Yeah well admit home prices are higher than last year then I might dicu | mishedlo | 8/1/2006 |
| 58817 | It's still a decade or two too early but with usury laws and regulation of m | Beachside Bill | 8/1/2006 |
| 58816 | ARMs were supposed to be a way to realize the American dream of home ownership. | tsigprofit | 8/1/2006 |
| 58815 | Obviously s signal that they would struggle to increase by 2% in ANY scenario. | mishedlo | 8/1/2006 |
| 58814 | That's why I stick to technicals. New software from Reuters changed some fo | Beachside Bill | 8/1/2006 |
| 58813 | Book value is also a trailing indicator. When sales are falling and inventory i | Think4Yourself | 8/1/2006 |
| 58812 | BTW...backlogs mean nothing...sales always fall before the backlogs do and start | Beachside Bill | 8/1/2006 |
| 58811 | Fine... so lets price them at book or lower...just saying not next year. | Beachside Bill | 8/1/2006 |
| 58810 | Homies are living off of their backlogs right now. Once that is gone they are t | Think4Yourself | 8/1/2006 |
| 58809 | A lot of things get priced in a year before the happen...good luck. | Beachside Bill | 8/1/2006 |
| 58808 | Speculation in housing peaked late last summer - not two years ago. The impact | CalculatedRisk | 8/1/2006 |
