| Reply | Message Preview | From | Posted |
| 76376 | a 10- to 30-year lease from a bank would have to compete against the existing re | benwood | 4/19/2007 |
| 76375 | Fear not, Cramer just said that Merill Lynch looks like a logical buyer of CFC. | Jim McMannis | 4/19/2007 |
| 76374 | Jim, my problem with waiting to get short is - available short shares are drying | saveslivesbyday | 4/19/2007 |
| 76373 | >>>Those homeowners who are stuck may end up with a 10, 20, or 30 year | ChanceIs | 4/19/2007 |
| 76372 | I am thinking the same. I like some longs like solar and some techs and a few b | Lizzie Tudor | 4/19/2007 |
| 76371 | just remember that historic returns on the indices average 10% per year. by tha | Lizzie Tudor | 4/19/2007 |
| 76370 | I'm going to swing for home runs with puts on parabolic stocks with nothing | John Vosilla | 4/19/2007 |
| 76369 | RE:"We had to go ONE POINT over the all time high 7 years ago at some point | Jim McMannis | 4/19/2007 |
| 76368 | that "all time high" rhetoric is overused though. And its a trap for | Lizzie Tudor | 4/19/2007 |
| 76367 | They wanted to avert a deflationary downward spiral in 2002 so in recent years M | John Vosilla | 4/19/2007 |
| 76366 | RE:"The 'D' crowd was right on long term rates remaining so low&quo | Jim McMannis | 4/19/2007 |
| 76365 | Amazing Development Their research showed an amazing development. Between 1995 | Les H | 4/19/2007 |
| 76364 | The 'D' crowd was right on long term rates remaining so low. It backfir | John Vosilla | 4/19/2007 |
| 76363 | I noticed the deflation bloggers haven't mentioned the D word for a while no | Jim McMannis | 4/19/2007 |
| 76362 | Just waiting to get short again. By end of May prolly. | Jim McMannis | 4/19/2007 |
| 76361 | <i>if you have significant short exposure</i> I have to laugh, semi | saveslivesbyday | 4/19/2007 |
| 76360 | Dow is at an all time high, if you have significant short exposure and aren' | Travis_Bickle | 4/19/2007 |
| 76359 | <i>Suspect the actual answer will be some kind of incredibly wasteful and | MulhollandDrive | 4/19/2007 |
| 76358 | I really didn't expect to come to that conclusion when I decided to try and | Think4Yourself | 4/19/2007 |
| 76357 | <i>My guess is that the powers that be will reintroduce exotic mortgages i | MulhollandDrive | 4/19/2007 |
| 76356 | The Teflon Market keeps shrugging off any bad news. I keep underestimating the | saveslivesbyday | 4/19/2007 |
| 76355 | Bookmark this post, because it might be the only plausible solution. Banks will | Smiling Bob | 4/19/2007 |
| 76354 | Well let's take a look at the forces at work... Can incomes go higher? We | Think4Yourself | 4/19/2007 |
| 76353 | <i>What he basically said is that when the subprime spiggot was shut off t | MulhollandDrive | 4/19/2007 |
| 76352 | His California comment is quite interesting if you read between the lines. What | Think4Yourself | 4/19/2007 |
| 76351 | DJ D.R. Horton: Sees Industry More Challenging Over Next Year . By Bob Sechl | Smiling Bob | 4/19/2007 |
| 76350 | <i>We are experiencing stock market inflation. Too much money chasing too | MulhollandDrive | 4/19/2007 |
| 76349 | Horton cuts jobs and sees less risky loans yahoo.reuters.com NEW YORK, April | Think4Yourself | 4/19/2007 |
| 76348 | BOA warning they can't continue pumping up these HBs. They made their billio | Smiling Bob | 4/19/2007 |
| 76347 | Could only on happen on Wall Street. This mornings headline: "Homebuilder | inchingup | 4/19/2007 |
| 76346 | That's a good point and may indeed explain why they are building at a much f | Think4Yourself | 4/19/2007 |
| 76345 | >>>And still they build at much faster rates than they sell. Make up th | ChanceIs | 4/19/2007 |
| 76344 | I just added to my DSL short at 68.44. | orkrious | 4/19/2007 |
| 76343 | It may be everyone's last minute IRA contributions causing the runup in the | Think4Yourself | 4/19/2007 |
| 76342 | Statistically speaking, it's not likely HB's will end green today. An u | saveslivesbyday | 4/19/2007 |
| 76341 | Looks like they're all heading in that direction. Must be another one of tho | Smiling Bob | 4/19/2007 |
| 76340 | DHI green - what a surprise .... | saveslivesbyday | 4/19/2007 |
| 76339 | >>>I think it is just one of those political move and by the time that | ChanceIs | 4/19/2007 |
| 76338 | and why not rally? The stock is ONLY 16 times the incredibly overoptimistic est | Think4Yourself | 4/19/2007 |
| 76337 | So they beat analyst's numbers by two cents, rally time! | Travis_Bickle | 4/19/2007 |
| 76336 | You make good points, both about the uncertainty in timing with puts, and in the | jcole05 | 4/19/2007 |
| 76335 | PHM was nowhere near as brazen as Robert Toll was. Robert singlehandedly caused | Think4Yourself | 4/19/2007 |
| 76334 | D.R. Horton 2Q Profit Tumbles 85 Percent Thursday April 19, 7:21 am ET D.R. Ho | saveslivesbyday | 4/19/2007 |
| 76333 | Looks like PHM is aiming to avoid the lawfirm chasing TOL. But to me, it looks l | Smiling Bob | 4/19/2007 |
| 76332 | Pound hits 26-year high vs. dollar By JACKIE FARWELL, AP Business Writer Wed Ap | Dan3 | 4/19/2007 |
| 76331 | "Just don't chew gum in the subway. :)" I agree with this ban on | Proud Deplorable | 4/19/2007 |
| 76330 | Good post. Don't do the puts. | 10K a day | 4/19/2007 |
| 76329 | Bingo. Sanjaya gone. Idol is finished. | Jim McMannis | 4/18/2007 |
| 76328 | >>Buying 20B in subprime? Might that actually bail out the banking system? | patron_anejo_por_favor | 4/18/2007 |
| 76327 | I don't have a bullish case for DSL, but I have a worthless case for all cur | XoFruitCake | 4/18/2007 |
| 76326 | I really thought I would get flamed for posting this, but no anti-gun folks took | TH | 4/18/2007 |
| 76325 | ork, Cramer! I have not covered DSL and I won't on a Cramer spike. How do | TH | 4/18/2007 |
| 76324 | <I>What does that have to do with anything? I said I was short DSL. </i | Lizzie Tudor | 4/18/2007 |
| 76323 | >>When is the bond market going to smell it?<< Prolly when the DXY | patron_anejo_por_favor | 4/18/2007 |
| 76322 | "I was initially concerned about the FRE news. Buying 20B in subprime" | XoFruitCake | 4/18/2007 |
| 76321 | <i>I'm sure LEND and NFI in particular will get another leg down but i | orkrious | 4/18/2007 |
| 76320 | did PHM report in after hours? Because they are barely down on this news. They | Lizzie Tudor | 4/18/2007 |
| 76319 | I'm sure LEND and NFI in particular will get another leg down but in NFIs c | Lizzie Tudor | 4/18/2007 |
| 76318 | My major short is in the homies. They have already broken. I've had a rela | orkrious | 4/18/2007 |
| 76317 | U.S. Homebuilders Face Bankruptcy Risk in '08, Lawyers Say By Steven Churc | $Mogul | 4/18/2007 |
| 76316 | why not leave the financials and short the actual homebuilders? The financials | Lizzie Tudor | 4/18/2007 |
| 76315 | Paul, It wouldn't seem right to miss your data every Wednesday am. I apprec | renovator | 4/18/2007 |
| 76314 | I don't know local markets so I would find a real estate agent who knows wha | Think4Yourself | 4/18/2007 |
| 76313 | Yeah, I know. I was just hoping that there might be a few antagonistic posters, | jcole05 | 4/18/2007 |
| 76312 | I was initially concerned about the FRE news. Buying 20B in subprime? Might th | Think4Yourself | 4/18/2007 |
| 76311 | Jcole. On DSL, Price to book is rather low. Analysts rate the stock at 1.7. We | JohnG | 4/18/2007 |
| 76310 | Sorry, corrected post: <i>PHM...expects net loss from continuing operati | saveslivesbyday | 4/18/2007 |
| 76309 | <i>Can people here chime in with a bullish case for DSL? </I> Ummm. | orkrious | 4/18/2007 |
| 76308 | Nice to hear that the nail is now firmly in the coffin re: my Apr 65 DSL puts. | jcole05 | 4/18/2007 |
| 76307 | <i>DHI...expects net loss from continuing operations of between 34 cents a | saveslivesbyday | 4/18/2007 |
| 76306 | "Originations should fall well over 50%. How can that support the present p | XoFruitCake | 4/18/2007 |
| 76305 | <i>Just think of the Cramer experience with LEND....that ended well, didn& | orkrious | 4/18/2007 |
| 76304 | Just think of the Cramer experience with LEND....that ended well, didn't it? | patron_anejo_por_favor | 4/18/2007 |
| 76303 | It's a good thing you got out of DSL. I was on the stairmaster at the hea | orkrious | 4/18/2007 |
| 76302 | What happened to the low PE? -- DJ Pulte Homes: 1Q Net New Orders Down 21% D | Smiling Bob | 4/18/2007 |
| 76301 | Home foreclosures surge on mortgage woes Total number rises to nearly 150,000, u | Paul Kern | 4/18/2007 |
| 76300 | They will...with yer tax dollars at work, once again. Nobody privatizes benefi | patron_anejo_por_favor | 4/18/2007 |
| 76299 | Never fear, if we touch the old support level, the Japs will buy like there' | patron_anejo_por_favor | 4/18/2007 |
| 76298 | ref:'FRE says it will bail everyone out.' That really pi$$es me off. Th | Bonefish | 4/18/2007 |
| 76297 | Agree. Range trade 'em till the range is broken, then switch to yer momentum | patron_anejo_por_favor | 4/18/2007 |
| 76296 | Freddie to buy $20 billion in subprimes....methinks this will be the conduit for | patron_anejo_por_favor | 4/18/2007 |
| 76295 | Yeah, I was thinking max pain was the end of the year too. Had been thinking ab | Think4Yourself | 4/18/2007 |
| 76294 | I must confess I very much enjoyed my time in Singapore, probably more so than a | Think4Yourself | 4/18/2007 |
| 76293 | Wow, that's a handy dandy chart. Looks like "max pain" for resets | patron_anejo_por_favor | 4/18/2007 |
| 76292 | BankUnited Launches $160 Million Equity Units Offering Wednesday April 18, 4:10 | TH | 4/18/2007 |
| 76291 | BankUnited Announces Record Second-Quarter Net Income Wednesday April 18, 4:05 p | TH | 4/18/2007 |
| 76290 | I actually think there is a gray area between banning all guns and everybody hav | benwood | 4/18/2007 |
| 76289 | John, TH's brush with crime. I'm guessing ten years ago I'm down i | TH | 4/18/2007 |
| 76288 | Perhaps. Even European countries are learning that taxing wealth as opposed to | pheilman_ | 4/18/2007 |
| 76287 | that makes sense, thanks | Lizzie Tudor | 4/18/2007 |
| 76286 | "I will continue to be amazed as long as I live in how Americans, who have | Proud Deplorable | 4/18/2007 |
| 76285 | FRE says it will bail everyone out. | Travis_Bickle | 4/18/2007 |
| 76284 | I predict Cramer will get his day before the public opinion firing squad, I just | Perspective | 4/18/2007 |
| 76283 | The Dollar Nears a Crucial Level -- For All Markets By RANDALL W. FORSYTH > | ChanceIs | 4/18/2007 |
| 76282 | does anybody know whats up with LEND today? DSL seems like has hit bottom and b | Lizzie Tudor | 4/18/2007 |
| 76281 | ECONOMIC REPORT: Monthly Foreclosures Reported Up 47% From March 2006 >>& | ChanceIs | 4/18/2007 |
| 76280 | i think homebuilders are running on fumes, they're just hoping the next gas | MulhollandDrive | 4/18/2007 |
| 76279 | i will say, i am not entirely convinced at all that the lenders will significa | MulhollandDrive | 4/18/2007 |
| 76278 | If you had a family (maybe you do) and were contemplating a move, how would you | Perspective | 4/18/2007 |
| 76277 | Homebuilders back to building because we've turned the corner: INCREASES SUP | Perspective | 4/18/2007 |
