| Reply | Message Preview | From | Posted |
| 80776 | >>Maybe the jails will be filled with contractors who ignore the law?<& | patron_anejo_por_favor | 7/6/2007 |
| 80775 | The XHB rally must be because rates for TNX have reversed and jammed higher maki | Broken_Clock | 7/6/2007 |
| 80774 | liquidity in the mortgage market drying up fast. The brown stuff is starting to | Think4Yourself | 7/6/2007 |
| 80773 | Down to two positions myself, as low as I will go. Don't want to give too m | Travis_Bickle | 7/6/2007 |
| 80772 | Tanta: Delinquencies and Defaults for UberNerds calculatedrisk.blogspot.com Ano | CalculatedRisk | 7/6/2007 |
| 80771 | Thx Just small entrance as a very short term trade on July puts. | Smiling Bob | 7/6/2007 |
| 80770 | You just throw one or two contractors in prison and/or ruin their business. The | Think4Yourself | 7/6/2007 |
| 80769 | What do you think the effect will be? Maybe the jails will be filled with contr | Jim McMannis | 7/6/2007 |
| 80768 | There's one more headwind they didn't discuss. AZ just passed a law heav | patron_anejo_por_favor | 7/6/2007 |
| 80767 | >>The real point I'd like to make though is that it is --at this point | patron_anejo_por_favor | 7/6/2007 |
| 80766 | Builders trying to get something going. | Travis_Bickle | 7/6/2007 |
| 80765 | Be careful on BX, the Green Shoe will support the price until the over-allotment | CalculatedRisk | 7/6/2007 |
| 80764 | Their projects seem to be very poorly positioned for this cycle. Almost no expo | Les H | 7/6/2007 |
| 80763 | Gary, While everyone knows the housing market is bad, there may be a difference | Live2Sail | 7/6/2007 |
| 80762 | Fed Needs Bias Toward Inflation, San Francisco Fed President Says By JOHN JANNAR | ChanceIs | 7/6/2007 |
| 80761 | Had some funds clear in a very timely manner for a change In puts on BX, RYL, an | Smiling Bob | 7/6/2007 |
| 80760 | I noticed the 180 days in a few filings as well. Perhaps it was extended after | Think4Yourself | 7/6/2007 |
| 80759 | 10/19/07 ipohome.com | bkcraun | 7/6/2007 |
| 80758 | 116° and summer’s just started? Sure, throw that brisket up in the air and | Mick Mørmøny | 7/6/2007 |
| 80757 | RE:"Seems like many more losers than winner among J6P? The Bush economy at | Jim McMannis | 7/6/2007 |
| 80756 | OT: Whoa! Just looked it up. The prospectus says 120 day lockup from date of fi | Think4Yourself | 7/6/2007 |
| 80755 | Seems like many more losers than winner among J6P? The Bush economy at it's | John Vosilla | 7/6/2007 |
| 80754 | LEN needs 1 more new low below 35.15 I think to complete its 5 wave down sequenc | Gary Burton | 7/6/2007 |
| 80753 | exactly. | Jim McMannis | 7/6/2007 |
| 80752 | When HOV gets to 10 it will be back to the beginning of 2002. It's really in | Jim McMannis | 7/6/2007 |
| 80751 | Isn't there a standard 90 or 180 day period? | Smiling Bob | 7/6/2007 |
| 80750 | HOV back to early 2003 stock price. Florida land hasn't even crashed that h | John Vosilla | 7/6/2007 |
| 80749 | OT: Have you been researching BX? If so, do you know when any lockup periods ex | Think4Yourself | 7/6/2007 |
| 80748 | 'The social consequences are that home owners were prudent' They were | John Vosilla | 7/6/2007 |
| 80747 | There will always be the group that thinks they found the bottom, creating a mi | Smiling Bob | 7/6/2007 |
| 80746 | Holders of Puts I own are nervous today as well. Lots of selling pressure. I | Think4Yourself | 7/6/2007 |
| 80745 | That whole piece is baloney. The same prudent home owners had their savings stol | Pogeu Mahone | 7/6/2007 |
| 80744 | ref;come to the realization that sometimes stocks go up, and sometimes they go d | Bonefish | 7/6/2007 |
| 80743 | Wouldn't surprise me if the sector rallied after the beating it has taken. | Travis_Bickle | 7/6/2007 |
| 80742 | saves--MTH writes off $3.00 ..stock holds yesterday's low and is now actuall | Gary Burton | 7/6/2007 |
| 80741 | MTH and other HBs green a few cents. This must be the bounce. Hope longs are cas | Smiling Bob | 7/6/2007 |
| 80740 | Homeowners can sell a share of future appreciation sfgate.com | Les H | 7/6/2007 |
| 80739 | Fake ads for sex haunting a Realtor A North Miami-Dade Realtor says she received | Les H | 7/6/2007 |
| 80738 | he could have played with Carlos Santana | Pogeu Mahone | 7/6/2007 |
| 80737 | good article thanks | Pogeu Mahone | 7/6/2007 |
| 80736 | Very true. It's like you're in or you're screwed. Greed can get real | Bonefish | 7/6/2007 |
| 80735 | >>>Fundamentals are imo of almost worthless value if at the margin ever | ChanceIs | 7/6/2007 |
| 80734 | saves--I don't look at XHB because it includes non-hb's Bring up a char | Gary Burton | 7/6/2007 |
| 80733 | " .... declines of 37%, 28% and 39% .... consistent with the trends .... pr | saveslivesbyday | 7/6/2007 |
| 80732 | Meritage Homes Reports Preliminary Operating Results and Estimated Impairments f | Smiling Bob | 7/6/2007 |
| 80731 | "I'm simply anticipating the X halftime intermission" Couldn' | saveslivesbyday | 7/6/2007 |
| 80730 | >>>the major effect of the change will be to dramatically decrease the | ChanceIs | 7/6/2007 |
| 80729 | H&R Block Mortgage Unit Loses $1.5 Billion Loan Line (Update4) By Yalman On | saveslivesbyday | 7/6/2007 |
| 80728 | LBO Debt Alarms Fidelity, Lehman, TIAA-CREF Managers (Update2) By Cecile Gutsch | ChanceIs | 7/6/2007 |
| 80727 | Am I correct in assuming that the major effect of the change will be to dramatic | Think4Yourself | 7/6/2007 |
| 80726 | SEC TO END SHORT SALE TICK TEST ON JULY 6, 2007 >>>Short on man, short | ChanceIs | 7/6/2007 |
| 80725 | jblazen--re TOL-- What is interesting to me in here is that--so far--TOL is res | Gary Burton | 7/6/2007 |
| 80724 | re: "Fundamentals are imo of almost worthless value if at the margin everyo | Think4Yourself | 7/6/2007 |
| 80723 | JQ When I got out of business school way back too many years ago, my first job | Gary Burton | 7/6/2007 |
| 80722 | This is the biggest issue of all from that nice piece.. 'What is worth poin | John Vosilla | 7/6/2007 |
| 80721 | The tandem with Dickie B is unsurpassed. Only comparable was Clapton/Duane on La | Broken_Clock | 7/6/2007 |
| 80720 | I must be objective and report the facts. RYL raised pricing on one of the deve | TH | 7/6/2007 |
| 80719 | TITE, I read all of his posts. Twenty cents might exceed my expectations for | TH | 7/6/2007 |
| 80718 | CR, I think he may be correct, but my <DARK CLOUD> Detroit glasses do not | TH | 7/6/2007 |
| 80717 | Ask Chancels about crowded shorts and the utes like CPN, MIR, etc. They covered | Broken_Clock | 7/6/2007 |
| 80716 | John, You have summed up my sentiment perfectly. Still, today, for the first t | TH | 7/6/2007 |
| 80715 | Agree Gary probably trying to catch a falling knife. Homebuilders may bounce at | Think4Yourself | 7/5/2007 |
| 80714 | Is Your Home Underinsured? Ray Martin On How Many People's Homes Are Underin | Mick Mørmøny | 7/5/2007 |
| 80713 | based on elliottwave count, this Leg down from May23 is within a few days of end | Gary Burton | 7/5/2007 |
| 80712 | Wanna here a funny Brookfield? here goes anyway... -g- They have a high end p | Broken_Clock | 7/5/2007 |
| 80711 | Well, yeah, that article you posted on Epic Credit might have had something to d | Travis_Bickle | 7/5/2007 |
| 80710 | Dated - Bankrate:Cost-Per-Click Advertising Rates To Increase By 15% >>&g | ChanceIs | 7/5/2007 |
| 80709 | BHS reports: biz.yahoo.com | Travis_Bickle | 7/5/2007 |
| 80708 | U and Jimmy Rodgers | Broken_Clock | 7/5/2007 |
| 80707 | I am still short RATE. Covering puts at $45. Fundamentals haven't changed. | ChanceIs | 7/5/2007 |
| 80706 | Added FNM today, hadn't looked at it since I was last short months ago, had | Travis_Bickle | 7/5/2007 |
| 80705 | Kasriel: The Tentacles of the Housing Recession Are Beginning to Strangle the Co | CalculatedRisk | 7/5/2007 |
| 80704 | did you post about RATE awhile back ? i pooted it this afternoon, any current th | re3 | 7/5/2007 |
| 80703 | So if you didn't buy by 2002 you have to wait another 10 years for an afford | Bonefish | 7/5/2007 |
| 80702 | Be prepared to wait a decade for housing to be affordable again news.independen | Les H | 7/5/2007 |
| 80701 | “One good factor for highway contractors and dealers is that the rapid inflation | Broken_Clock | 7/5/2007 |
| 80700 | Economic Recovery Expected in Late Autumn cegltd.com | Les H | 7/5/2007 |
| 80699 | Dave this sums up my thoughts.. Tons of books on the subject of distressed RE a | John Vosilla | 7/5/2007 |
| 80698 | Those Atlantic City palaces look dirt cheap to the European and Asia Pacific inv | John Vosilla | 7/5/2007 |
| 80697 | Foreclosures, Home Sales Cast a Pall on Public Spending Plans washingtonpost.com | CalculatedRisk | 7/5/2007 |
| 80696 | OK, i agree with you. i overlooked the part about "<i>Investors</i | Wyätt Gwyön | 7/5/2007 |
| 80695 | LEN has done that a number of times. It's almost as if they are repurchasin | Think4Yourself | 7/5/2007 |
| 80694 | Thats 20:1 odds of investors ever seeing anything returned from those funds. Fr | Think4Yourself | 7/5/2007 |
| 80693 | Now that makes sense. 5c/$ for a chunk of the fund almost seems generous. | Live2Sail | 7/5/2007 |
| 80692 | he most sophisticated investors in hedge funds. ====== lmao! | Broken_Clock | 7/5/2007 |
| 80691 | Bidding is for the investors' parts of the hedge funds (not the hedge funds& | Al_Tannr | 7/5/2007 |
| 80690 | Added some SRS at 85.2 (2/3 position), nice opportunity on today's REIT-buyi | patron_anejo_por_favor | 7/5/2007 |
| 80689 | "can't reconcile how the stuff is worth only 5cents/$. The default rate | XoFruitCake | 7/5/2007 |
| 80688 | LEN - why is this up today? Just technical or does BX want to buy the part of th | Smiling Bob | 7/5/2007 |
| 80687 | <i>seemingly unlimited access to cheap, borrowed money.</i> that in | Wyätt Gwyön | 7/5/2007 |
| 80686 | HLT is being bought with Monopoly money. I need to check my son's toybox and | Smiling Bob | 7/5/2007 |
| 80685 | <i>can't reconcile how the stuff is worth only 5cents/$. The default r | Wyätt Gwyön | 7/5/2007 |
| 80684 | "Those are some expensive options" I agree the GS Put IV is relativel | saveslivesbyday | 7/5/2007 |
| 80683 | I just bought puts on BZH last week and they are already very profitable. | Think4Yourself | 7/5/2007 |
| 80682 | Thanks, that's the way I understood it. Who would buy the whole fund with al | Live2Sail | 7/5/2007 |
| 80681 | 'Private equity firms have ability to bid a premium above market value, beca | John Vosilla | 7/5/2007 |
| 80680 | Regulators Tighten Subprime Mortgage Rules bigbuilderonline.com | Les H | 7/5/2007 |
| 80679 | Those are some expensive options. XLF, C, JPM, BAC much smaller premium over in | John Vosilla | 7/5/2007 |
| 80678 | LBO action is disturbing "Private equity firms see value" = Private e | saveslivesbyday | 7/5/2007 |
| 80677 | I left beaucoup money on the table with BZH and HOV, lol. | Travis_Bickle | 7/5/2007 |
