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Strategies & Market Trends
The Residential Real Estate Crash Index
An SI Board Since June 2001
Posts SubjectMarks Bans Symbol
306849 644 0 $HGX
Emcee:  patron_anejo_por_favor Type:  Unmoderated
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68107>>>Ivy sounds pissed.<<< LOL I read some time ago, that the ChanceIs12/5/2006
68106<i>The stocks bottom 6-8 months before the actual market.</i> Here&saveslivesbyday12/5/2006
68105RE:"So you are suggesting that the smart people are expecting a rebound nexJim McMannis12/5/2006
68104Great. You're right. Buy with both hands. You can't lose.Jim McMannis12/5/2006
68103I agree that the market is ignoring the fundamentals. My issue with the OblivioThink4Yourself12/5/2006
68102They trade in unison with the 10-year note. Even during the parabolic left-handLes H12/5/2006
68101I think it was in the prepared speech, not the Q&A. I am pretty sure now thRamsey Su12/5/2006
68100I skipped over certain parts (including that one). I can't imagine an execuCalculatedRisk12/5/2006
68099Good Unemotional Post. Happy Trails and Make Money.Oblivious12/5/2006
68098<i>I don't care about their inventory. I care about the stock values.&saveslivesbyday12/5/2006
68097I don't care about their inventory. I care about the stock values.Oblivious12/5/2006
68096So you are suggesting that the smart people are expecting a rebound next spring?Think4Yourself12/5/2006
68095CR, did you catch the part where Toll was pumping away, reading directly from aRamsey Su12/5/2006
68094<i>We are DANCING ALONG THE BOTTOM, and those words from Bob Troll (who isMulhollandDrive12/5/2006
68093The stocks bottom 6-8 months before the actual market. How many idiots are on thOblivious12/5/2006
68092OK, I listened to the recorded call. I've been on both sides of calls, and CalculatedRisk12/5/2006
68091Tol 4Q Profit drops 44% - and their stock is only up 3% today? What's with saveslivesbyday12/5/2006
68090Toll has crap lots out the wazoo in my area. Toll is the ONLY builder in this aThink4Yourself12/5/2006
68089They sold THREE condos? That's fantastic... for them! No wonder their markThink4Yourself12/5/2006
68088<Anyone know why WCI is up big today? Did they finally sell a condo last montBWAC12/5/2006
68087Worst part is, I suspect some phone calls have already been made and she has alrThink4Yourself12/5/2006
68086That's Bobby! Even with their optimistic projections, his POS stock is stilpatron_anejo_por_favor12/5/2006
68085Yup.Travis_Bickle12/5/2006
68084For whom, TOL?orkrious12/5/2006
68083Credit suisse just updated but there appears to be a change to the ability to cuTravis_Bickle12/5/2006
68082They ran GM to a 52 week high about a month ago so nothing surprises me anymore.damainman12/5/2006
68081Did he really say that? I missed the conference call ... thanks all for the tidCalculatedRisk12/5/2006
68080First I dont disagree with your assessment. But throw on a tax benefit to the budeeno12/5/2006
68079When you push the non-binding part, you push the worthlessness of the deal. YoSmiling Bob12/5/2006
68078I guess KBH not presenting at the conference. Has become the bastardized child oSmiling Bob12/5/2006
68077I don't consider Toll homes that high end but they seem to portray themselveMoneyPenny12/5/2006
68076Also, thought it was interesting that Bob said the new non binding contracts shojpk112/5/2006
68075Listening to the Toll conference I couldn't help but think how young and clujpk112/5/2006
68074Ramsey, Agree completely. But, that call was FUN. Listening to these guys winTH12/5/2006
68073damainman, Those are the handcuffs. I think Ivy will do fine. I used to hang TH12/5/2006
68072Poor Ivy prolly gonna be fired- no bond deals for HER firm!damainman12/5/2006
68071Non-binding deposits could be a great hedge against homie short positions (with Travis_Bickle12/5/2006
68070<i>He based his entire dancing at bottom on a couple of refundable depositsaveslivesbyday12/5/2006
68069seriously, when questioned, Bob Toll is pretty admitting that he was just pumpinRamsey Su12/5/2006
68068Ramsey, Yes, and the Yahoo Tol message board just elevated her to a GOD. It waTH12/5/2006
68067Questions to board about "dancing on the bottom" If one stops dancingsaveslivesbyday12/5/2006
68066I get their reports for free from etrade, should be available in a couple days.Travis_Bickle12/5/2006
68065Homebuilder conference: Toll CEO's remarks stoke builder stocks before induTravis_Bickle12/5/2006
68064>>>a few communities took some non-binding deposits this past weekend.&ChanceIs12/5/2006
68063Q: What have you done with price incentives? Toll: "We have not cut our prsaveslivesbyday12/5/2006
68062summary of what Ivy said: BOB, YOU ARE FULL OF SH*T!!!!!Ramsey Su12/5/2006
68061Bob Toll: "I didn't mean to project optimism"saveslivesbyday12/5/2006
68060LOL, IVY just insulted Bob and he said, "THANK YOU"> The guy is soTH12/5/2006
68059Ok, there is ONE real analyst, Ivy Zellman. She just asked a real question why TH12/5/2006
68058Ivy sounds pissed. I am glad someone is challenging that total BS.Ramsey Su12/5/2006
68057OK - finally an honest question. "Bob - what Kool-aid are you drinking?&qusaveslivesbyday12/5/2006
68056It's funny how every once in awhile someone comes around and starts picking saveslivesbyday12/5/2006
68055Do me a favor, retire to somewhere other than Florida, we have enough New YorkerTravis_Bickle12/5/2006
68054None, I don't care, and stop writing to me because you're wasting my timSouthFloridaGuy12/5/2006
68053LOL. Keep shorting on the notion there is no clearing prices below 50% of currenSouthFloridaGuy12/5/2006
68052Ramsey Su, Yes, I couldn't improve on your statement. Troll isn't evTH12/5/2006
68051What concern is it of yours how other people invest their funds?Travis_Bickle12/5/2006
68050<When you have earnings and tangible value,> Tangible value does little BWAC12/5/2006
68049Suit yourself and keep shorting.SouthFloridaGuy12/5/2006
68048Troll just retracted his "lot shortage at the turn" statement. Now heTH12/5/2006
68047there is only ONE just in time major builder, MDC. the rest of them all got lotRamsey Su12/5/2006
68046I am listening to the call also but I think I am about to get sick and throw up.Ramsey Su12/5/2006
68045<i>Some companies may be more sensitive to bubble areas than others, but tsaveslivesbyday12/5/2006
68044"Jacksonville didn't do so well this week, but in the past 4 weeks Jacksaveslivesbyday12/5/2006
68043Wells Fargo buying more 'sub-prime' mortgages By E. Scott Reckard, TimesSkywatcher12/5/2006
68042The stock prices rose dramatically because earnings grew dramatically. Many of tSouthFloridaGuy12/5/2006
68041<i>The housing bubble was not national in scope</i> Yes, but the pusaveslivesbyday12/5/2006
68040I define hard versus soft landing by how orderly the decline is. When there is aSouthFloridaGuy12/5/2006
68039If the bubble is not national how can the soft landing be national? Makes more Travis_Bickle12/5/2006
68038Saves, Yes, this is just total bs. These stocks have little chance of recoveriTH12/5/2006
68037TOL says things are turning because a few communities took some non-binding depoSmiling Bob12/5/2006
68036The housing bubble was not national in scope. Prices are/were misaligned in areaSouthFloridaGuy12/5/2006
68035I'm going to try to capture the questions and answers. Now I've got to saveslivesbyday12/5/2006
68034<i>I'm sure many here would like a typed summary of the call</i>saveslivesbyday12/5/2006
68033I'm listening to Bob Toll lie right now, but I"m sure many here would lTH12/5/2006
68032I'm sitting in my office listening to Toll CC - anyone interested in my typisaveslivesbyday12/5/2006
68031>>>The proposal would make the company recognize the revenue once the hBWAC12/5/2006
68030<i>So, with falling rates and falling housing prices, then you have bettersaveslivesbyday12/5/2006
68029Worst May Not Be Over For Toll Brothers forbes.com “I think we have only seenTravis_Bickle12/5/2006
68028>>>The proposal would make the company recognize the revenue once the hChanceIs12/5/2006
68027I got a sprint card for my laptop because I didn't want to risk wifi lack ofTravis_Bickle12/5/2006
68026Internet Cafés are convenient so long as you realize how insecure they are,Elroy Jetson12/5/2006
68025Yeah, the only way we still have BofA is because of the ATM access. HSBC is KinNancy12/5/2006
68024I had overlooked this. TOL still projecting meeting forecasts, just shifting to Smiling Bob12/5/2006
68023BHS is very strange today, looks like it will do a little above average volume aTravis_Bickle12/5/2006
68022My first act as a homeowner many years ago was to take an axe and chop a hole inTommaso12/5/2006
68021>>>Today they use the rate cut argument is good for HB's<<<ChanceIs12/5/2006
68020Re: BHS It's on my radar this AM also Unfortunately, no shares to short atsaveslivesbyday12/5/2006
68019Be a bull or a bear you have to wonder about the validity of homebuilder values TH12/5/2006
68018>>>isn't an anticipated earnings decline of 15-30% below analysts&#ChanceIs12/5/2006
68017Wealthy people are the ones Toll has been buying land from for the past five yeaTravis_Bickle12/5/2006
68016BHS - watching and wondering- up 11% Is this a buyout prospect of just too many Smiling Bob12/5/2006
68015>>>The gap between the upper tier and the rest of the country continuesChanceIs12/5/2006
68014TL, I really don't know, but I'm sure that Mr. Toll is aware of the incTH12/5/2006
68013two builders that I can think of: DHI - 329,000 lots in inventory, delivered 51Ramsey Su12/5/2006
68012Wonder whether Mr. Toll meant "high income households increasing more than Tradelite12/5/2006
68011Listening to B of A analyst on Bloomberg, one would assume that - The housing saveslivesbyday12/5/2006
68010Morningstar analyst Eric Landry cautioned against reading too much into a possibTravis_Bickle12/5/2006
68009I shorted a little TOL on this pop though I'm tying myself to the mast as faTravis_Bickle12/5/2006
68008Today they use the rate cut argument is good for HB's Rates are already nearSmiling Bob12/5/2006
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