| Reply | Message Preview | From | Posted |
| 60507 | <stocks have gone down> Agreed, some have, but when I check the S&P, | Perspective | 8/23/2006 |
| 60506 | S&P on Homebuilders businessweek.com | Les H | 8/23/2006 |
| 60505 | 'So, the Fed does seem to be boxed a little right now' Hoping for moder | John Vosilla | 8/22/2006 |
| 60504 | I thought Mr Toll and others have commented that building costs are dropping rec | John Vosilla | 8/22/2006 |
| 60503 | sure I think we all agree that the Toyota hybrids are the top the industry has t | Lizzie Tudor | 8/22/2006 |
| 60502 | Rosenberg thesis on 'hard' landing theglobeandmail.com | Les H | 8/22/2006 |
| 60501 | Building costs soar whittierdailynews.com | Les H | 8/22/2006 |
| 60500 | How 'bout the Toyota Prius. That created a lot of buzz. <b>You</b | Live2Sail | 8/22/2006 |
| 60499 | Unwinding the Credit Boom washingtonpost.com | Les H | 8/22/2006 |
| 60498 | I finally finished listening to that podcast. ECRI says inflation expectations h | Live2Sail | 8/22/2006 |
| 60497 | wake up and smell the catfood in your bank account. we haven't had a person | TheStockFairy | 8/22/2006 |
| 60496 | What happened to consumer spending patterns in LA, NYC and Boston during and aft | John Vosilla | 8/22/2006 |
| 60495 | last weekend this open house in San Mateo had this portable trampoline in the dr | Lizzie Tudor | 8/22/2006 |
| 60494 | well, I don't know much about these hydrogen fuel cell companies or if they | Lizzie Tudor | 8/22/2006 |
| 60493 | Don't write Chancels about hydrogen fuel cells. He'll tell you they' | Live2Sail | 8/22/2006 |
| 60492 | I see MSFT wants to discount Vista. This is going to hit the tech bulls as well | Taikun | 8/22/2006 |
| 60491 | Guess he didn't fade da bullz enuff....<G> | patron_anejo_por_favor | 8/22/2006 |
| 60490 | Sorry, I really don't anything about Austin. | CalculatedRisk | 8/22/2006 |
| 60489 | <i>Hmm, I think I know that guy!</i> The dead bear? He used to pos | orkrious | 8/22/2006 |
| 60488 | CR, i read your article on the Dallas housing bust. i am curious what you make o | Wyätt Gwyön | 8/22/2006 |
| 60487 | That's gonna be a car that's hard to unload in the used car market. | Live2Sail | 8/22/2006 |
| 60486 | Chancels; Just curious, how many contracts at a time do you typically trade in | saveslivesbyday | 8/22/2006 |
| 60485 | Town puts a halt to churches kerryfoxlive.com | Les H | 8/22/2006 |
| 60484 | Hmm, I think I know that guy!<G> | patron_anejo_por_favor | 8/22/2006 |
| 60483 | >>>how-much-lower-can-they-go-they're-already-at-book-value crowd.& | ChanceIs | 8/22/2006 |
| 60482 | FED WATCH: Inflation Talk Yields Differing Rate Paths DOW JONES NEWSWIRES Augus | ChanceIs | 8/22/2006 |
| 60481 | >>>how anyone can spin a 3% rise on that earnings report? Sorry, IMO th | ChanceIs | 8/22/2006 |
| 60480 | Differences between the US and Australia: today.reuters.com | Moominoid | 8/22/2006 |
| 60479 | Problems like this are partially due to design (or cheap design with a lack of u | Elroy Jetson | 8/22/2006 |
| 60478 | Thanks Ramsey. Nice notes on there from the TOL CC. Desperation? From the notes | Taikun | 8/22/2006 |
| 60477 | Chancels; I deviated from my standard vertical call spreads and bought Sept 27. | saveslivesbyday | 8/22/2006 |
| 60476 | >>>Instead of saying a thousand words, it only whispers 3: "Buy TO | ChanceIs | 8/22/2006 |
| 60475 | Here's what happens to greedy bears... <g> Message 22743299 | orkrious | 8/22/2006 |
| 60474 | >>BTW I don't think the header page of the lockbox chair adequately re | patron_anejo_por_favor | 8/22/2006 |
| 60473 | BTW I don't think the header page of the lockbox chair adequately reflects t | Lizzie Tudor | 8/22/2006 |
| 60472 | Electrocution Prompts Lawsuit Against Lennar globaleconomicanalysis.blogspot.com | mishedlo | 8/22/2006 |
| 60471 | at this point recession is just a technicality anyway... stocks have gone down, | Lizzie Tudor | 8/22/2006 |
| 60470 | >>Recession looks more and more likely to me.<< Agreed. The full yi | patron_anejo_por_favor | 8/22/2006 |
| 60469 | NSM warned tonight, this is the second forecast decline in a month. Recession l | Lizzie Tudor | 8/22/2006 |
| 60468 | >>>The housing-affordability index fell to a record low in the second q | ChanceIs | 8/22/2006 |
| 60467 | S Calif Housing Market Could Pull Homebuilders To New Lows 9:23 AM EDT August 2 | Mick Mørmøny | 8/22/2006 |
| 60466 | LOL, it does if yer an executive!<G> | patron_anejo_por_favor | 8/22/2006 |
| 60465 | Yes, but GM and Ford are WAY better at compensating their executives than Toyota | the hube | 8/22/2006 |
| 60464 | >>What would you "focus" on if you were Bill Ford?<< I | patron_anejo_por_favor | 8/22/2006 |
| 60463 | Horses? Efficient? I don't know about that. My wife has a horse and the th | J. P. | 8/22/2006 |
| 60462 | Shiller making the talk show rounds - pumping his new book: I heard Shiller las | ChanceIs | 8/22/2006 |
| 60461 | Re: <i>the Japs have a huge headstart on us in fuel efficiency technology. | Dan3 | 8/22/2006 |
| 60460 | Investors Coming Back to Haunt Florida Builders Builders in Florida who grew ac | Les H | 8/22/2006 |
| 60459 | >>Horses would make us energy independent too no?<< Yes, and they a | patron_anejo_por_favor | 8/22/2006 |
| 60458 | >>Respectfully I think you just responded with the typical bear speak.< | patron_anejo_por_favor | 8/22/2006 |
| 60457 | 150 oil would make me reconsider the horse as a primary means of transportation. | damainman | 8/22/2006 |
| 60456 | I think a combination of increased nuclear/coal electrical generation and coal-t | patron_anejo_por_favor | 8/22/2006 |
| 60455 | This part is total BS: <i>And even if prices did decline nationally, hist | patron_anejo_por_favor | 8/22/2006 |
| 60454 | <I>They will for someone, but I doubt it will be a US-centric industry. Ja | Lizzie Tudor | 8/22/2006 |
| 60453 | Do you think we have one more final flush out of the large caps that make up the | John Vosilla | 8/22/2006 |
| 60452 | >>>I'm predicting energy independence....in 15-20 years. In the mea | Tommaso | 8/22/2006 |
| 60451 | Housing related excerpt from Chicago Fed President Moskow's speech today: c | CalculatedRisk | 8/22/2006 |
| 60450 | >>I think these alternative vehicles, fuels, etc will result in a manufact | patron_anejo_por_favor | 8/22/2006 |
| 60449 | I didn't mean to single you out really. I was just trying to make a point, | Lizzie Tudor | 8/22/2006 |
| 60448 | Hey Liz, I'm not sure exactly what you think I think. All I did is post lin | Bridge Player | 8/22/2006 |
| 60447 | going to go= become successes, yes. <I>sent a much larger share of the na | Lizzie Tudor | 8/22/2006 |
| 60446 | >>>meanwhile silicon valley has billions in uninvested funds just waiti | ChanceIs | 8/22/2006 |
| 60445 | one thing to keep in mind about housing is what is happening to equities. Basic | Lizzie Tudor | 8/22/2006 |
| 60444 | Great post. How does Silicon Valley work with Wall Street, Washington,Detroit a | John Vosilla | 8/22/2006 |
| 60443 | 'Interestingly, secular bear markets generally end at about the same level t | John Vosilla | 8/22/2006 |
| 60442 | recessions are always out there. But just remember that the best economic times | Lizzie Tudor | 8/22/2006 |
| 60441 | reoprof.blogspot.com | Ramsey Su | 8/22/2006 |
| 60440 | <I>I would venture to guess we could knock about 3MM BPD out by going to t | Lizzie Tudor | 8/22/2006 |
| 60439 | TOL -- I would go further and predict that 18 - 24 months from now Robert Toll w | ChrisJP | 8/22/2006 |
| 60438 | like I said the equity market has been in a secular bear for years, flat markets | Lizzie Tudor | 8/22/2006 |
| 60437 | For Whom the Bell Tolls 10:37 a.m.: So much for visibility. About a year ago, R | ChanceIs | 8/22/2006 |
| 60436 | 12:09 pm U.S. home builders' confidence in condo market falls sharply Mar | Broken_Clock | 8/22/2006 |
| 60435 | <<However, Snider was surprised to hear that public builders were constru | John Vosilla | 8/22/2006 |
| 60434 | <<Toll Brothers Cuts Outlook Again And Details Land Write-downs>> T | J. P. | 8/22/2006 |
| 60433 | Reflections on Danville Illinois globaleconomicanalysis.blogspot.com Mish | mishedlo | 8/22/2006 |
| 60432 | >>>"There were seven homebuilders that went bankrupt in 1990," | ChanceIs | 8/22/2006 |
| 60431 | 2ND UPDATE: Toll Brothers Cuts Outlook Again And Details Land Write-downs >& | ChanceIs | 8/22/2006 |
| 60430 | UPDATE: Toll's Net Falls; '07 View Clouded In Uncertainty >>>M | ChanceIs | 8/22/2006 |
| 60429 | The BOA guy says 2008 is when the earnings will really crater. This Alpine guy | Travis_Bickle | 8/22/2006 |
| 60428 | "Sales of the Cayenne have been falling dramatically." =============== | ldo79 | 8/22/2006 |
| 60427 | Manager of the Alpine Funds on CNBC this am says homebuilders are near a bottom. | John Vosilla | 8/22/2006 |
| 60426 | Those prices still seem high based on what I see in MLS for sale. Perhaps anoth | John Vosilla | 8/22/2006 |
| 60425 | I agree. Gas guzzling average Joes in US become Vespa driving, energy focused c | John Vosilla | 8/22/2006 |
| 60424 | UNSOLD MANHATTAN APARTMENTS AT 10-YR. HIGH By TOM BAWDEN August 22, 2006 -- Eve | ldo79 | 8/22/2006 |
| 60423 | The Cramer sez: "Don't Move Into Toll Brothers Yet 9:17 AM EDT The ear | Travis_Bickle | 8/22/2006 |
| 60422 | TOL getting some action! | Broken_Clock | 8/22/2006 |
| 60421 | To all Floridian who lives close to these communities: 26hoursale.com any idea | Ramsey Su | 8/22/2006 |
| 60420 | << <i>The equity markets have been in a secular bear for years.</ | Bridge Player | 8/22/2006 |
| 60419 | This from the NAHB Investors Coming Back to Haunt Florida Builders Builders in | jpk1 | 8/22/2006 |
| 60418 | =DJ S Calif Housing Mkt Could Pull Homebuilders To New Lows 08/22/2006 Dow Jo | Paul Kern | 8/22/2006 |
| 60417 | S Calif Housing Mkt Could Pull Homebuilders To New Lows Dow Jones Newswires - Au | Broken_Clock | 8/22/2006 |
| 60416 | Probably 19 idiots ;) | Think4Yourself | 8/22/2006 |
| 60415 | I think the interesting part of Tol earning release is the 07 guidance. The thin | XoFruitCake | 8/22/2006 |
| 60414 | That's only 1900 shares trading. The premarket trading is so thin, any idiot | jpk1 | 8/22/2006 |
| 60413 | TOL 05 writedowns 1.2mm 06 writedowns 23.9mm rev down .02 bil earnings down 1 | Broken_Clock | 8/22/2006 |
| 60412 | TOL is up in premarket. These stocks seem to follow the same pattern. | Travis_Bickle | 8/22/2006 |
| 60411 | To paraphrase everything Robert Toll said, "Things will get better someday | Think4Yourself | 8/22/2006 |
| 60410 | >>>I think maybe we've had so many failures with ethanol (a big sca | ChanceIs | 8/22/2006 |
| 60409 | DJ Toll Brothers 3Q EPS $1.07 Vs $1.27>TOL DOW JONES NEWSWIRES Home builde | Paul Kern | 8/22/2006 |
| 60408 | Spin masters at work..... Bloomberg headlines: "Toll Brothers profit decl | saveslivesbyday | 8/22/2006 |
