| Reply | Message Preview | From | Posted |
| 60007 | Interesting decision on the PCI claims suits post-Katrina....appears to fall in | patron_anejo_por_favor | 8/15/2006 |
| 60006 | Oh, OK, sorry I misread the following as supporting evidence for what you were s | Tradelite | 8/15/2006 |
| 60005 | When your landlord is a cat nymag.com | Les H | 8/15/2006 |
| 60004 | <b>You MIGHT be right in some respects, but (1) your focus seems to be on | Incitatus | 8/15/2006 |
| 60003 | SoCal home sales at nine year low; prices down: latimes.com | patron_anejo_por_favor | 8/15/2006 |
| 60002 | 60,000? We're almost up to the housing inventory in Phoenix!<G/NG> az | patron_anejo_por_favor | 8/15/2006 |
| 60001 | <<The mindless refrain that "everything will be fine as long as every | Tradelite | 8/15/2006 |
| 60000 | Do GRUB 60,000 now. | ild | 8/15/2006 |
| 59999 | Yes, that is correct. I'm pretty sure DataQuick uses county record and thos | CalculatedRisk | 8/15/2006 |
| 59998 | As I understand DataQuick analyses county title transfer records. So July number | ild | 8/15/2006 |
| 59997 | <i>Your homie positions are getting to be Patronesque, while mine are shri | orkrious | 8/15/2006 |
| 59996 | Your homie positions are getting to be Patronesque, while mine are shriveling... | patron_anejo_por_favor | 8/15/2006 |
| 59995 | What the hell. Added to LEN at 43.84. | orkrious | 8/15/2006 |
| 59994 | Southland home sales slowest in nine years; price gains lower August 15, 2006 dq | CalculatedRisk | 8/15/2006 |
| 59993 | ROFLOL. Housing is in a hard landing - SPLAT! Those that are hoping for a soft | CalculatedRisk | 8/15/2006 |
| 59992 | Is that HMI chart what they call a "soft landing"? | J. P. | 8/15/2006 |
| 59991 | Here is a chart of the HMI. There is still a good way to go on the downside to | CalculatedRisk | 8/15/2006 |
| 59990 | >>>Just wondering if there is an easy way to track homebuilder insider | ChanceIs | 8/15/2006 |
| 59989 | <b>The implication of the media is that people are buying these homes to f | Incitatus | 8/15/2006 |
| 59988 | I've had a tremendous couple of weeks ever since that day when they all spik | Travis_Bickle | 8/15/2006 |
| 59987 | Is anyone actually making money TRADING the homies lately, long or short? Seems | Think4Yourself | 8/15/2006 |
| 59986 | Just added KBH another serving of KBH to the PF at 41.49. | orkrious | 8/15/2006 |
| 59985 | Great catch, I totally missed that. | Travis_Bickle | 8/15/2006 |
| 59984 | Given that the bounce in the homies is now roughly a month old, I just added to | orkrious | 8/15/2006 |
| 59983 | "The biggest price drops in percentage terms were in Danville, Ill., where | bentway | 8/15/2006 |
| 59982 | I don't think you read the WCI PR correctly, JMP also lowered its 2007 fore | tdl4138 | 8/15/2006 |
| 59981 | 'Reacting to what they perceive as increasing consumer uncertainty regarding | John Vosilla | 8/15/2006 |
| 59980 | 'May last 2-3 weeks but be quite severe do to high short interest in most of | John Vosilla | 8/15/2006 |
| 59979 | >>are we there now?<< No, I think they can still get to single digi | patron_anejo_por_favor | 8/15/2006 |
| 59978 | PPI drop not believable The core PPI for finished goods fell 0.3% in July, givi | Les H | 8/15/2006 |
| 59977 | I believe RE is more local and much more prone to going sideways to up. Many of | John Vosilla | 8/15/2006 |
| 59976 | From a trading standpoint, those NAHB numbers have to reach a point where they c | damainman | 8/15/2006 |
| 59975 | thanks for that link... wow, look at it YOY....cut in half | MulhollandDrive | 8/15/2006 |
| 59974 | For numerologists: In July 1990, the NAHB Index dropped to 32 (the current level | CalculatedRisk | 8/15/2006 |
| 59973 | CORS and LEN first to go red on my screen. Waiting to jump on FED for another sh | Schnullie | 8/15/2006 |
| 59972 | Yeah, the damage was contained so far.....really a stinker of a report, too.... | patron_anejo_por_favor | 8/15/2006 |
| 59971 | No selling in the homies after the NAHB report. If they hold we may see short co | damainman | 8/15/2006 |
| 59970 | Chancels, Cheers. Just wondering if there is an easy way to track homebuilder | Taikun | 8/15/2006 |
| 59969 | I believe I saw a graph several years ago showing the price of homes overlaid wi | Proud_Infidel | 8/15/2006 |
| 59968 | *DJ US NAHB August Housing Index 32 Vs 39 In July *DJ US Homebuilders' Out | Paul Kern | 8/15/2006 |
| 59967 | Details on the WCI Upgrade (for some reason I can't cut and paste from this | Travis_Bickle | 8/15/2006 |
| 59966 | Link for everyonehttp://www.nahb.org/generic.aspx?sectionID=134&genericConte | damainman | 8/15/2006 |
| 59965 | U.S. AUG. HOME BUILDERS INDEX PLUNGES 7 POINTS TO 32 | Travis_Bickle | 8/15/2006 |
| 59964 | I don't have a position in NEW, but their model is more or less the same as | patron_anejo_por_favor | 8/15/2006 |
| 59963 | hey Mish, is that a picture of your house in the background? <gggg> | Ramsey Su | 8/15/2006 |
| 59962 | BHS -- According to the online contract info, I should be able to short this at | Al_Tannr | 8/15/2006 |
| 59961 | In a separate survey of price changes in 151 metropolitan areas, the Realtors re | mishedlo | 8/15/2006 |
| 59960 | I saw that - falls in price are in unexpected locations. And especially Danville | Moominoid | 8/15/2006 |
| 59959 | I'd welcome a pop in the builders right now....my only exposure is a few XHB | patron_anejo_por_favor | 8/15/2006 |
| 59958 | Alan, BHS has not been shortable for quite a while, no shares available (for th | Ramsey Su | 8/15/2006 |
| 59957 | Here is the interesting part from the report on declining home sales, <i> | pheilman_ | 8/15/2006 |
| 59956 | Majority of States Report Declines in Home Sales I'm not a statistician, bu | saveslivesbyday | 8/15/2006 |
| 59955 | Majority of States Report Declines in Home Sales, Including Former Boom Areas T | Schnullie | 8/15/2006 |
| 59954 | NAR Report Shows Home Prices Cooling In Second Quarter DOW JONES NEWSWIRES Augu | ChanceIs | 8/15/2006 |
| 59953 | There is a very good reason CNBC has a specific disclaimer about Cramer's co | Think4Yourself | 8/15/2006 |
| 59952 | Cramer pumped the builders hard from early '05 through Mar '06 or so. R | Schnullie | 8/15/2006 |
| 59951 | Speaking of fretting, my fret of the day is that if we don't get materially | damainman | 8/15/2006 |
| 59950 | Suspect they mean that WCI will get to $0 quicker than the other builders. | Think4Yourself | 8/15/2006 |
| 59949 | <I>OK, so 12% of borrowers have taken out these unique loans </I>..w | manny_velasco | 8/15/2006 |
| 59948 | Title insurers make their money on transaction volume. Foreclosures will be hu | John Vosilla | 8/15/2006 |
| 59947 | WCI got an upgrade this morning: 15-Aug-06 JMP Securities Upgrade Mkt Underperf | Travis_Bickle | 8/15/2006 |
| 59946 | 'I would bet that most of these borrowers are simply younger people with new | John Vosilla | 8/15/2006 |
| 59945 | 'No way an independent could compete with his products.' Perhaps that i | John Vosilla | 8/15/2006 |
| 59944 | Brookfield (BHS) and high price-to-book value. On August 9, this little summary | Al_Tannr | 8/15/2006 |
| 59943 | I saw several job openings for this unit of GMAC. Everyone just calls themselve | John Vosilla | 8/15/2006 |
| 59942 | Golden West mortgage lending,credit quality weaken Tue Aug 15, 2006 9:02am ET143 | Broken_Clock | 8/15/2006 |
| 59941 | "The 0.3 percent drop in food costs reflected a retreat in a variety of foo | Broken_Clock | 8/15/2006 |
| 59940 | Inflation Rises on Wholesale Level >>>Not much of a bump upwards. Is | ChanceIs | 8/15/2006 |
| 59939 | Thanks for pointing this one out. It sure sounds like a short to me on the broa | ChanceIs | 8/15/2006 |
| 59938 | Philly Fed boston.com | Les H | 8/15/2006 |
| 59937 | That is one great site. I wonder what percentage of jobs is listed, assuming no | Ramsey Su | 8/15/2006 |
| 59936 | Professor Thornberg: Hard Landing Coming This is interesting. Dr. Thornberg ha | CalculatedRisk | 8/15/2006 |
| 59935 | Elroy, >>You may be paying 67% to 250% more for building material than maj | Bill/WA | 8/15/2006 |
| 59934 | Job openings in REO departments. Perhaps who is staffing up gives us clues? ca | John Vosilla | 8/15/2006 |
| 59933 | ...and NFI is about the same. | Schnullie | 8/15/2006 |
| 59932 | <i> when I tried to short NFI and NEW </i> I believe the LLLs final | Schnullie | 8/15/2006 |
| 59931 | Nice chart for a crash. | Jim McMannis | 8/14/2006 |
| 59930 | Northern CA is not as bad as florida. So you may wait a while for a crash. | Lizzie Tudor | 8/14/2006 |
| 59929 | Can anyone think of reasons why a title company would be spared? I know they ca | Taikun | 8/14/2006 |
| 59928 | Shorted CFC and NEW at Schwab today, around 1:30pm EDT. No problem getting the b | XBrit | 8/14/2006 |
| 59927 | >>working class neighborhoods 10 years ago now require "gentrified&qu | gladman | 8/14/2006 |
| 59926 | strong close today. siliconinvestor.com | Wyätt Gwyön | 8/14/2006 |
| 59925 | Well, I mostly work downtown Chicago, so it's a 25 minute train ride for me | J. P. | 8/14/2006 |
| 59924 | FWIW, when I tried to short NFI and NEW at Fido today, they both were indicated | patron_anejo_por_favor | 8/14/2006 |
| 59923 | LOL | Jim McMannis | 8/14/2006 |
| 59922 | Builders cope with rising matrials costs builderonline.com | Les H | 8/14/2006 |
| 59921 | Inventory of unoccupied homes rising builderonline.com | Les H | 8/14/2006 |
| 59920 | <i>Covered LEND at 33.28. I think NEW and NFI are more attractively price | orkrious | 8/14/2006 |
| 59919 | Louis: "Looking good, Billy Ray!" Billy Ray: "Feeling good, Loui | Travis_Bickle | 8/14/2006 |
| 59918 | Bought poots on NFI (Sept 40's)..... | patron_anejo_por_favor | 8/14/2006 |
| 59917 | When I move back to Chicago i'm buying a home in Plainfield. $500K and you& | gladman | 8/14/2006 |
| 59916 | federalreserve.gov the detailed version | Ramsey Su | 8/14/2006 |
| 59915 | St JOE I hope! -g- | Broken_Clock | 8/14/2006 |
| 59914 | Few minutes ago I drove past a buildboard for a builder that sadi "Move In | Travis_Bickle | 8/14/2006 |
| 59913 | I guess the Fed doesn't look at the weekly MBA numbers. Maybe they should a | Paul Kern | 8/14/2006 |
| 59912 | Burr Ridge, we looked into Naperville, it just wasn't our thing. They are b | J. P. | 8/14/2006 |
| 59911 | *DJ Fed Survey:US Bks Report Weaker Demand For Mortgages *DJ Fed Survey: Consum | Paul Kern | 8/14/2006 |
| 59910 | "Relief Rally" fades Homebuilders now turning red More calls sold toda | saveslivesbyday | 8/14/2006 |
| 59909 | You need to get some clothes on and get out in the real world. Don't you kno | Broken_Clock | 8/14/2006 |
| 59908 | I feel reasonably certain that the smiling family pictured is not one that purch | worksinjammies | 8/14/2006 |
