| Reply | Message Preview | From | Posted |
| 59507 | <<How many of these "deep pocketed boomers" are going to be able | John Vosilla | 8/9/2006 |
| 59506 | What a bunch of unmitigated nonsense. . <i>"It is the first | Elroy Jetson | 8/9/2006 |
| 59505 | The Fed Should Have Taken a Hike >>>Pay me now or pay me later. The p | ChanceIs | 8/9/2006 |
| 59504 | S&P does not appear to be holding 1280 support. Probably not good for marke | saveslivesbyday | 8/9/2006 |
| 59503 | I don't know, maybe hire more shrinks and shrills a la Cramer and Kudlow? | damainman | 8/9/2006 |
| 59502 | Oh I forgot- it's like an additional property tax on top of the one you alre | damainman | 8/9/2006 |
| 59501 | >>>people with a high balance of real estate in their portfolios will s | ChanceIs | 8/9/2006 |
| 59500 | >>>Mello Roos<<< Qu'es que c'est - Mello Roos???? | ChanceIs | 8/9/2006 |
| 59499 | The big question for Bob Toll is what is going to improve to turn things around | Live2Sail | 8/9/2006 |
| 59498 | It looks to me like the last short covering rally in the HBs cleaned out support | Broken_Clock | 8/9/2006 |
| 59497 | <i>Demographic trends with deep pocketed baby boomer the constant theme sa | saveslivesbyday | 8/9/2006 |
| 59496 | Better yet, the older communities usually have no Mello Roos or HOA's! | damainman | 8/9/2006 |
| 59495 | CFC: They're actually selling this report. Gee, this wasn't predictable | Perspective | 8/9/2006 |
| 59494 | >>>Did you read the story about the urban, Washington state teacher who | ChanceIs | 8/9/2006 |
| 59493 | >>>the big builders increase their market share as analysts have said s | ChanceIs | 8/9/2006 |
| 59492 | Don't forget all of the debt the Bush administration has saddled this countr | Think4Yourself | 8/9/2006 |
| 59491 | I can tell you in 1992-94 there seemed to be very few with pockets lined with gr | John Vosilla | 8/9/2006 |
| 59490 | "This is way off topic, unless of course you are concerned about how the ne | Live2Sail | 8/9/2006 |
| 59489 | Gotta give Jim Cramer credit for this call on 8/4: "Don't short them t | Travis_Bickle | 8/9/2006 |
| 59488 | Good point, I forgot about that - however, how many of the public builders will | damainman | 8/9/2006 |
| 59487 | Yeah I was cute too and missed the latest moves down. Tons of stuff like BAC, WB | John Vosilla | 8/9/2006 |
| 59486 | But the national builders get to buy land again at distressed prices first. Saw | John Vosilla | 8/9/2006 |
| 59485 | >>>The trend is now down and it's not worth trying to be cute.<& | ChanceIs | 8/9/2006 |
| 59484 | When the small builder closes down, the big builders increase their market share | damainman | 8/9/2006 |
| 59483 | Oops, LOL: Developer Proposal Raises A Furor Loss of Firetrucks Possible for De | Dale Baker | 8/9/2006 |
| 59482 | 'how bad will things get once those factors occur in second half of year? | John Vosilla | 8/9/2006 |
| 59481 | "I wonder what it feels like to be a rookie fund manager? You buy the stock | damainman | 8/9/2006 |
| 59480 | That Toll guy is finally admitting to what many of us on the thread have been sp | damainman | 8/9/2006 |
| 59479 | All small builders go under who don't close up shop. Can't even come clo | John Vosilla | 8/9/2006 |
| 59478 | From Splotto - A homebuilder on the FOOL - With a national company - He is locat | mishedlo | 8/9/2006 |
| 59477 | If you assume the prior month low was due to missing reports, which are included | Think4Yourself | 8/9/2006 |
| 59476 | I took profits on all my lender shorts. Now just have a couple of NEW puts. | Travis_Bickle | 8/9/2006 |
| 59475 | Yes -- that is the point. | GST | 8/9/2006 |
| 59474 | Message 22688053 I think the above post by Bobcor (and my reply) says it all. | orkrious | 8/9/2006 |
| 59473 | I just shorted this yesterday after talking to a broker who works there who said | jpk1 | 8/9/2006 |
| 59472 | They probably are stupid. I'm trying to find subprimers not at risk of that | John Vosilla | 8/9/2006 |
| 59471 | Oh the humanity!!!!! My shorted TOL calls have slipped out of the money. I was | ChanceIs | 8/9/2006 |
| 59470 | TOL getting hammered. I bought some out of the money (now in the money) 08' | Travis_Bickle | 8/9/2006 |
| 59469 | I bailed on my LEND short. I don't have the details, but I think I shorted | ChanceIs | 8/9/2006 |
| 59468 | >>>Yet at the same time Morgan Stanley buying Saxon at about a 30% prem | ChanceIs | 8/9/2006 |
| 59467 | There are several funds with big LEND positions. finance.yahoo.com Today they | orkrious | 8/9/2006 |
| 59466 | Yet at the same time Morgan Stanley buying Saxon at about a 30% premium to yeste | John Vosilla | 8/9/2006 |
| 59465 | The advantage of being a private builder: “Jade Homes, a Sarasota-based builder | Travis_Bickle | 8/9/2006 |
| 59464 | From the LEND PR: I am not a real estate banking expert - just playing the broa | ChanceIs | 8/9/2006 |
| 59463 | >>>The price of a barrel of oil in Canada has gone up only half as much | Tommaso | 8/9/2006 |
| 59462 | AP Countrywide July Loan Funding Falls Wednesday August 9, 8:58 am ET Countrywid | Broken_Clock | 8/9/2006 |
| 59461 | Shocker! lol! WASHINGTON, Aug 9 (Reuters) - Fannie Mae (FNM.N: Quote, Profile, | Broken_Clock | 8/9/2006 |
| 59460 | LEND guides down. From Yahoo's In-Market summary: "Reports Q2 (Jun) ea | Al_Tannr | 8/9/2006 |
| 59459 | In Detroit there was recently a scandal. The school board was taking teachers t | Think4Yourself | 8/9/2006 |
| 59458 | What geographic area do you work in? I work in the Hawaii market and have contac | Broken_Clock | 8/9/2006 |
| 59457 | LEND down 10% in pre. biz.yahoo.com | ChanceIs | 8/9/2006 |
| 59456 | >>>Holy cow. Do you really believe that public school teachers want to | ChanceIs | 8/9/2006 |
| 59455 | "is the first downturn in the 40 years since we entered the business that w | sammaster | 8/9/2006 |
| 59454 | Re: <i>Nobody is lining up for day old bread.</i> The guys with 3 u | Dan3 | 8/9/2006 |
| 59453 | TOL down $1.10 in pre. <EOM> | ChanceIs | 8/9/2006 |
| 59452 | I work in seasonal/vacation markets. There is no "normal" market inve | Micawber | 8/9/2006 |
| 59451 | *DJ US MBA Market Index Rises 4.9% To 553.3 From 527.6 *DJ US MBA Purchase Ind | Paul Kern | 8/9/2006 |
| 59450 | I'm a bit surprised WCI reported a profit at all. They are predicting earni | Think4Yourself | 8/9/2006 |
| 59449 | TOL warns: marketwatch.com | Travis_Bickle | 8/9/2006 |
| 59448 | WCI Reports Second Quarter 2006 Results Wednesday August 9, 6:00 am ET BONITA | Travis_Bickle | 8/9/2006 |
| 59447 | WCI missed by a mile: 6:03 AM ET 8/9/06 [WCI] WCI COMMUNITIES Q2 EARNINGS 52C V | Travis_Bickle | 8/9/2006 |
| 59446 | 'The recession call is my own SWAG.' My sway too. Housing inventory, i | John Vosilla | 8/9/2006 |
| 59445 | You're right. ECRI isn't predicting stock prices. In fact, stock prices | Live2Sail | 8/9/2006 |
| 59444 | US consumers one fourth of oil production in the world even though our reserves | John Vosilla | 8/9/2006 |
| 59443 | Read somewhere that last time out ECRI first started predicting a recession in S | John Vosilla | 8/9/2006 |
| 59442 | MBA: Application Volume Increases calculatedrisk.blogspot.com Still a very wea | CalculatedRisk | 8/9/2006 |
| 59441 | I threw that comment about the D.O.Ed. in there for you. I'm aghast at you | Live2Sail | 8/9/2006 |
| 59440 | Housing weakness (or lack of previous strength), consistently crummy jobs report | Live2Sail | 8/9/2006 |
| 59439 | Building on Spec Raises Specter of Office Glut washingtonpost.com | Les H | 8/8/2006 |
| 59438 | Fed Rate Pause May Not Help Banks >>>DSL was up today, but the homies | ChanceIs | 8/8/2006 |
| 59437 | >>>getting rid of department of education.<<< I was not aware | ChanceIs | 8/8/2006 |
| 59436 | All is well is SI-land. My JOE puts did quite well today so I might be a tad bi | Broken_Clock | 8/8/2006 |
| 59435 | I am sorry that you felt you were being attacked. I commented on your post to Do | Riskmgmt | 8/8/2006 |
| 59434 | Suspect the newspapers have a "Stocks rose due to..." and a "Sto | Think4Yourself | 8/8/2006 |
| 59433 | <i>I tend to disagree with the assumption that America's loss of econo | mishedlo | 8/8/2006 |
| 59432 | I agree a recession is coming. What are you seeing that is making you expect it | Lizzie Tudor | 8/8/2006 |
| 59431 | Strike Four globaleconomicanalysis.blogspot.com Mish | mishedlo | 8/8/2006 |
| 59430 | <i>It is elitism at its worse.</i> Agreed. The first house in my c | kikogrey | 8/8/2006 |
| 59429 | "It really shouldn't be such a challenge to merely replace the incompet | Live2Sail | 8/8/2006 |
| 59428 | I think that we're done with the increases. In fact, cuts by April of 2007 a | Live2Sail | 8/8/2006 |
| 59427 | <i>I was at as much a loss to explain the post horrible earnings rally ... | saveslivesbyday | 8/8/2006 |
| 59426 | Internet shopping in a country that does not use credit cards is hardly a valid | GST | 8/8/2006 |
| 59425 | we get it GST. But the fallacy that the other economies are capable of picking | Lizzie Tudor | 8/8/2006 |
| 59424 | I tend to disagree with the assumption that America's loss of economic preem | Metacomet | 8/8/2006 |
| 59423 | The price of a barrel of oil in Canada has gone up only half as much as the pric | GST | 8/8/2006 |
| 59422 | The trend is what matters -- and the trend is towards higher prices for goods an | GST | 8/8/2006 |
| 59421 | I thought the Japanese should have bought gold, and said so, to much guffawing, | Tommaso | 8/8/2006 |
| 59420 | Productivity Growth Slows in the Spring >>>Not to worry - 5.5% by Dece | ChanceIs | 8/8/2006 |
| 59419 | That is possible, but if so it will be more related to demand and supply issues | mishedlo | 8/8/2006 |
| 59418 | RE: "Get liquid...soon. Put your money in a mattress.." The thought h | Don Earl | 8/8/2006 |
| 59417 | <i>The importance of the US is not in question. The declining importance o | mishedlo | 8/8/2006 |
| 59416 | that's only in the morning, you should be cookin breakfast for somebody, it& | TheStockFairy | 8/8/2006 |
| 59415 | >>I expect some brownian motion<< Pretty well describes Fed day mar | patron_anejo_por_favor | 8/8/2006 |
| 59414 | >>We'll know the gated community dwellers are getting worried when ... | patron_anejo_por_favor | 8/8/2006 |
| 59413 | JOE and TOL getting slaughtered. I am much relieved, having shorted lots of cal | ChanceIs | 8/8/2006 |
| 59412 | well, worker "productivity" stalled last month, leading to wage inflat | Lizzie Tudor | 8/8/2006 |
| 59411 | It's just the wheels coming off. -g- | Broken_Clock | 8/8/2006 |
| 59410 | <i>First, we had the pause rally. Now we are having the stagflation dump.& | Paul Kern | 8/8/2006 |
| 59409 | Maybe the bubble can move here: <i>Dubai man-made island nears completion | Dan3 | 8/8/2006 |
| 59408 | <i>"I think this is "the" fed PAUSE rally" /pats self | Paul Kern | 8/8/2006 |
