| Reply | Message Preview | From | Posted |
| 78276 | BOA guy recently pointed that out. We're seeing leverage shift from one infl | Smiling Bob | 5/25/2007 |
| 78275 | >>>if you don't try to set a flame to the opinion.<<< Fai | ChanceIs | 5/25/2007 |
| 78274 | Not Your Father's Pay: Why Wages Today Are Weaker >>>There has bee | ChanceIs | 5/25/2007 |
| 78273 | No "Merger Monday" next week - I guess we get it on Friday instead ... | saveslivesbyday | 5/25/2007 |
| 78272 | It would be nice if we could find out WHERE in the south all the lots were sold | Think4Yourself | 5/25/2007 |
| 78271 | Some people are lucky enough to have excellent pensions as well, so having $200K | Think4Yourself | 5/25/2007 |
| 78270 | Regarding the "Florida Couple with cash flow problems" story IMO this | saveslivesbyday | 5/25/2007 |
| 78269 | Thanks for the link on New Home Sales Methodology It would be nice if a compila | Dan3 | 5/25/2007 |
| 78268 | Ivy Zelman - Credit Suisse You don’t feel that having almost a 10-year supply o | Travis_Bickle | 5/25/2007 |
| 78267 | transcript of tol earnings call usmarket.seekingalpha.com | Travis_Bickle | 5/25/2007 |
| 78266 | Lizzie I don't know if you have kids but I think ending up with $260,000 cas | kikogrey | 5/25/2007 |
| 78265 | In response to toll brothers earnings- Overall it appears Toll Brothers is keep | JWest0926 | 5/25/2007 |
| 78264 | Census Bureau census.gov | CalculatedRisk | 5/25/2007 |
| 78263 | Not really sure, and I was actually listening to CNBC this afternoon when that s | Tradelite | 5/24/2007 |
| 78262 | Where's the new home sales data coming from? | Jim McMannis | 5/24/2007 |
| 78261 | Geez....might be time for you to temper your internet-expressed opinions and eli | Tradelite | 5/24/2007 |
| 78260 | Really? NAR is the reporting source for existing home sales, based on MLS data | Tradelite | 5/24/2007 |
| 78259 | it is a little surprising because they were making 200K income all the way back | Wyätt Gwyön | 5/24/2007 |
| 78258 | <<Yes, you are right. Almost all of the gain was in the South and I am als | Tradelite | 5/24/2007 |
| 78257 | From the best e-waver extant: The homies are headed straight to hell Message 2 | orkrious | 5/24/2007 |
| 78256 | US CREDIT-Home builder debt recovery may be at an end yahoo.reuters.com | Les H | 5/24/2007 |
| 78255 | Yes. The preliminary data can be revised significantly. This has happened over | CalculatedRisk | 5/24/2007 |
| 78254 | Many thought the same kiss of death for RSH - Downgraded by S&P and Moodys a | Smiling Bob | 5/24/2007 |
| 78253 | >>>S&P revises outlook on six home builders, cuts one<<< | ChanceIs | 5/24/2007 |
| 78252 | S&P revises outlook on six home builders, cuts one Thu May 24, 2007 5:59 PM | saveslivesbyday | 5/24/2007 |
| 78251 | So what happened with the Jan 2006 data? It looks like they *really* adjusted th | Perspective | 5/24/2007 |
| 78250 | because the article said this: <I>On paper they seem to be in great shape | Lizzie Tudor | 5/24/2007 |
| 78249 | C.D. Howe Institute calls on Bank of Canada to raise rates >>>Those he | ChanceIs | 5/24/2007 |
| 78248 | TOL and XHB looking sweet here. | SouthFloridaGuy | 5/24/2007 |
| 78247 | Exactly my point. | bkcraun | 5/24/2007 |
| 78246 | In the real world, I'd guess that 80% or more don't have anywhere near t | Smiling Bob | 5/24/2007 |
| 78245 | I covered all my JOE puts this a.m. Actually took a small long call position. He | Broken_Clock | 5/24/2007 |
| 78244 | Took the opportunity to get out of half my JOE position, I was overweight it for | Travis_Bickle | 5/24/2007 |
| 78243 | There are many, many retired couples with less than that in the bank. How is it | bkcraun | 5/24/2007 |
| 78242 | that couple is in their 60s with only 260K cash in the bank which is quite ridic | Lizzie Tudor | 5/24/2007 |
| 78241 | Home Prices Worsen Mortgage Credit Thursday May 24, 3:14 pm ET Fitch Ratings Rep | Smiling Bob | 5/24/2007 |
| 78240 | PHM alert! trading hasn't caught down to the mkt yet 27.66 <img src=' | Smiling Bob | 5/24/2007 |
| 78239 | >>Freddie Mac also doesn't predict a sharp spike in rates.<< &l | patron_anejo_por_favor | 5/24/2007 |
| 78238 | XLF could not close at a new high yesterday and quickly reversed. That is the e | John Vosilla | 5/24/2007 |
| 78237 | MORTGAGES: U.S. Mortgage Rates Rise Again DOW JONES NEWSWIRES By Amy Hoak | ChanceIs | 5/24/2007 |
| 78236 | 'Also consider the capital gains tax structure. If you have gains, then you | John Vosilla | 5/24/2007 |
| 78235 | >>>I don't think someone should pay taxes to the IRS on something t | ChanceIs | 5/24/2007 |
| 78234 | COD has always been a tough area in tax law, the worst problem was probably the | Travis_Bickle | 5/24/2007 |
| 78233 | Take a look at bond yields (heh-heh-heh)! Homeowners can kiss the idea of the f | Think4Yourself | 5/24/2007 |
| 78232 | Yes, I think we are here. This will be unheard of 3rd in a row. The fabulous new | Smiling Bob | 5/24/2007 |
| 78231 | Wow. I need to print out your post and give it to people who think I'm too | John Vosilla | 5/24/2007 |
| 78230 | >>>rumblings that Congress is attempting to make the cramdown on a shor | ChanceIs | 5/24/2007 |
| 78229 | Thanks. We always have to take the 'just reported' data with a grain of | CalculatedRisk | 5/24/2007 |
| 78228 | Mostly red on my screen today except TOL, HOV, and XHB. It looks like we might | ChanceIs | 5/24/2007 |
| 78227 | 'With short sale there is forgiveness of debt to that would trigger recognit | John Vosilla | 5/24/2007 |
| 78226 | On the conference call, CEO Bob Toll said he was surprised by Treasury Secretary | Broken_Clock | 5/24/2007 |
| 78225 | Yes he did change it, and changed it a lot. Much more balanced now. Kind of wi | Think4Yourself | 5/24/2007 |
| 78224 | looks like he updated his report thestreet.com | Travis_Bickle | 5/24/2007 |
| 78223 | HOW TRADE TALKS AFFECT U.S. HOUSING MARKET nypost.com | Les H | 5/24/2007 |
| 78222 | Buyer's market, if buyer has money hammondstar.com | Les H | 5/24/2007 |
| 78221 | Looks like the market for low end homes in the south may totally collapse under | Think4Yourself | 5/24/2007 |
| 78220 | Economists Point to Home Data Volatility May 24, 2007 11:35 a.m. Sales of singl | ChanceIs | 5/24/2007 |
| 78219 | Imo Walter Industries is behind this whole increase in new home sales thing. Th | Travis_Bickle | 5/24/2007 |
| 78218 | And they sold nearly twice as many sub-150K homes as the month before. census.g | Les H | 5/24/2007 |
| 78217 | Generally speaking the cancellation of debt results in reportable income in the | Travis_Bickle | 5/24/2007 |
| 78216 | Do you know the income tax ramifications of a short sale prior to foreclosure or | Jim McMannis | 5/24/2007 |
| 78215 | Calculated: I wanted to take the opportunity to publicly acknowledge and thank | ChanceIs | 5/24/2007 |
| 78214 | TOL to talk in a few minutes, that's always good for a few laughs. | Travis_Bickle | 5/24/2007 |
| 78213 | Hmmm! Went back and looked at the reports for the past few months. The change | Think4Yourself | 5/24/2007 |
| 78212 | 'Wouldn't it be really cool if the existing home sales were dog meat bec | John Vosilla | 5/24/2007 |
| 78211 | >>>The builders are NOT slashing prices to move the inventory of homes. | ChanceIs | 5/24/2007 |
| 78210 | April 2006: Home sales trounce forecasts. calculatedrisk.blogspot.com How did t | CalculatedRisk | 5/24/2007 |
| 78209 | The president is speaking. That can't help the market much<g> | John Vosilla | 5/24/2007 |
| 78208 | >>>More info on the report:<<< I must be slipping. In the St | ChanceIs | 5/24/2007 |
| 78207 | >>>the median price of a new home dropped by the largest amount on reco | ChanceIs | 5/24/2007 |
| 78206 | 'The jump was confined to the south, and probably Florida' They need to | John Vosilla | 5/24/2007 |
| 78205 | I expect the HB's to close in the red. | Think4Yourself | 5/24/2007 |
| 78204 | What a difference an hour makes - on WS I leave at 10 AM to do an operation, an | saveslivesbyday | 5/24/2007 |
| 78203 | New Home Sales Up (but beware double digit monthly gains) in Data Analysis | Eco | Travis_Bickle | 5/24/2007 |
| 78202 | You guys were smart. My final takeaway from the report: ALL of the increase wa | Think4Yourself | 5/24/2007 |
| 78201 | Hmm, got any cheep homes in Glengarry Glen Ross?<G> | patron_anejo_por_favor | 5/24/2007 |
| 78200 | I whacked HOV on the pop as well. | patron_anejo_por_favor | 5/24/2007 |
| 78199 | There are a lot of disconnects...the MBA purchase index has not been surging (it | patron_anejo_por_favor | 5/24/2007 |
| 78198 | Another tidbit of info. Compare the new homes sales number to '05 - 1316K - | BEEF JERKEY | 5/24/2007 |
| 78197 | Home Sales Trounce Forecasts thestreet.com | JakeStraw | 5/24/2007 |
| 78196 | More info on the report: <b>ALL</b> of the jump in sales was in low | Think4Yourself | 5/24/2007 |
| 78195 | John, Watching so many things and wondering what breaks first. Really like the | TH | 5/24/2007 |
| 78194 | Nicholas is at it again. It's obvious he didn't even bother to try and | Think4Yourself | 5/24/2007 |
| 78193 | Orwell, if he were alive, would have no ideas to sell. He would be a "curr | TH | 5/24/2007 |
| 78192 | The jump was confined to the south, and probably Florida. Toll Brothers is most | Think4Yourself | 5/24/2007 |
| 78191 | There's no doubt the glut is forcing them to unload at any cost. They've | Smiling Bob | 5/24/2007 |
| 78190 | Freddie Mac: 30-Yr Fixed-Rate Mtge Average Rose To 6.37% In Wk Last update: 5/24 | Paul Kern | 5/24/2007 |
| 78189 | I am wondering if maybe the builders in Florida are trying to get rid of their r | Think4Yourself | 5/24/2007 |
| 78188 | <i>On paper they seem to be in great shape, with a net worth of $1.6 milli | Smiling Bob | 5/24/2007 |
| 78187 | Headlines frothy, but text showing some reservation --- Home Sales Soar by Recor | Smiling Bob | 5/24/2007 |
| 78186 | existing home sales will probably come in high too due to increase in foreclosur | Travis_Bickle | 5/24/2007 |
| 78185 | TOL hasn't seen the 16% jump Mortgage purchase aps only up a few pct here an | Smiling Bob | 5/24/2007 |
| 78184 | Ahhh, back in the saddle. Short KBH and RYL. | orkrious | 5/24/2007 |
| 78183 | Does anyone else find it rather puzzling that the last HB sentiment number, 30 I | tdl4138 | 5/24/2007 |
| 78182 | Yes, you are right. Almost all of the gain was in the South and I am also willi | Think4Yourself | 5/24/2007 |
| 78181 | <Reading the fine print: Year-to-year, new-home sales were 11% lower than th | BWAC | 5/24/2007 |
| 78180 | Reading the fine print: Year-to-year, new-home sales were 11% lower than the le | ChanceIs | 5/24/2007 |
| 78179 | I am thinking the same thing. That big a jump doesn't mesh with the other d | Think4Yourself | 5/24/2007 |
| 78178 | Maybe those $100k NC homes is what brought the avg price down | Smiling Bob | 5/24/2007 |
| 78177 | This is starting to get old, now we will have a month of housing market in stron | Travis_Bickle | 5/24/2007 |
