| Reply | Message Preview | From | Posted |
| 82776 | Picked up some Puts over 12 BZ not exactly the most scrupulous of the bunch | Smiling Bob | 8/1/2007 |
| 82775 | If not I'm looking for 1410 area in the next few days as the next area of po | ItsAllCyclical | 8/1/2007 |
| 82774 | MKTX: thought I'd ask here, too: anybody know much of these guys? Seem richl | Perspective | 8/1/2007 |
| 82773 | Certainly looks done based on this -- bigcharts.marketwatch.com | stan_hughes | 8/1/2007 |
| 82772 | AHM getting a bounce. You were right. | Jim McMannis | 8/1/2007 |
| 82771 | I saw that- still no bounce in BZH tho'. | damainman | 8/1/2007 |
| 82770 | Beazer Homes USA, Inc. Issues Media Statement Aug 1, 2007 12:09:17 (ET) ATLAN | Travis_Bickle | 8/1/2007 |
| 82769 | Sold my RYL long position at a slight profit, what a swing. | Travis_Bickle | 8/1/2007 |
| 82768 | Stick save in progress on the SPX, it'll be a beauty if they can pull it off | patron_anejo_por_favor | 8/1/2007 |
| 82767 | Any bounce will be short covering. Actually it started about 11:20 AM. Good luck | Jim McMannis | 8/1/2007 |
| 82766 | I hadn't heard about Cutaia but I remember we talked about them years ago. B | Jim McMannis | 8/1/2007 |
| 82765 | pretty definitive reversal in the xhb so far. | Broken_Clock | 8/1/2007 |
| 82764 | HMB no news since June. You've got the annual meeting end of this month. We | John Vosilla | 8/1/2007 |
| 82763 | Hope some buyers do show up for the homebuilders this afternoon. They will be v | Think4Yourself | 8/1/2007 |
| 82762 | Panic over? Shoot, Vix only hit 25. I remember when 40 or 60 used to mark bottom | damainman | 8/1/2007 |
| 82761 | Homebanc HMB traded at .15 down 75% in the day. now bounced back to .30. Tempted | Jim McMannis | 8/1/2007 |
| 82760 | on Bloomberg...speculating BZH will file for bankruptcy | Bill/WA | 8/1/2007 |
| 82759 | Notice how stock prices of HOV and BZH this decade tracked the rise and fall of | John Vosilla | 8/1/2007 |
| 82758 | Are these waves of buying I'm seeing due to short covering this a.m.? Guess | damainman | 8/1/2007 |
| 82757 | Gee.... Is this what they mean when they say its fun to play with OPM? Other P | tdl4138 | 8/1/2007 |
| 82756 | In the LONG run, BZH going under is really better for the other homebuilders. | damainman | 8/1/2007 |
| 82755 | Same here. All the August puts gone. Many of the September puts gone as well. | Think4Yourself | 8/1/2007 |
| 82754 | Lol, Don't forget Uncle Sam's cut. eom | damainman | 8/1/2007 |
| 82753 | RDN/MTG jack pot for XO! What's holding up PMI? | damainman | 8/1/2007 |
| 82752 | The spreads really widened there for a bit I unloaded all of my HB Aug puts whil | Smiling Bob | 8/1/2007 |
| 82751 | LEND started going over the cliff at about 10:20. Now off 22%. Let the good time | Jim McMannis | 8/1/2007 |
| 82750 | When I saw your post about bzh I thought you were talking about "a short ti | Travis_Bickle | 8/1/2007 |
| 82749 | Incredible premium on short term options. Makes it hard to short term trade them | damainman | 8/1/2007 |
| 82748 | BZH... Homebuilders/Construction Fears of Collapse Batter Beazer By Nicholas Yul | Travis_Bickle | 8/1/2007 |
| 82747 | They probably will go under eventually. Still no news released to the public an | John Vosilla | 8/1/2007 |
| 82746 | When BZH comes back I am buying puts on it. I am sure there are a lot of retail | Think4Yourself | 8/1/2007 |
| 82745 | they bit the dust? | Jim McMannis | 8/1/2007 |
| 82744 | I guess BZH gets the award for first big HB to bite the dust. | saveslivesbyday | 8/1/2007 |
| 82743 | Took profits on that and RYL, down to KBH and CTX positions, there had to have b | Travis_Bickle | 8/1/2007 |
| 82742 | WCIs BOD unlocking another NEGATIVE 16% of shareholder value today. Oh well, I d | Jim McMannis | 8/1/2007 |
| 82741 | "this one is going to be a walk in the park..." bushonbanks.com | Les H | 8/1/2007 |
| 82740 | <i>This is UFB. Do I cover here and take this pile of cash?</i> nic | orkrious | 8/1/2007 |
| 82739 | BZR only down 33%? lol | Jim McMannis | 8/1/2007 |
| 82738 | WTF? Box BZH until we know what's going on. | Travis_Bickle | 8/1/2007 |
| 82737 | Homebanc down 48% today. HMB. Going for 0. bigcharts.marketwatch.com Poster c | Jim McMannis | 8/1/2007 |
| 82736 | Douh Kass who? (for Live2Sail) Take a look at some of the REITs. I thought the | Jim McMannis | 8/1/2007 |
| 82735 | Consider it done Insane drops don't happen that often | Smiling Bob | 8/1/2007 |
| 82734 | John, I have the same problems too! It is terrible for us <g> Have to | TH | 8/1/2007 |
| 82733 | 1929, Yes, I'm thinking that. Judgement is not sound right now. My judgem | TH | 8/1/2007 |
| 82732 | I am having the exact same problem. Net worth went up 24% in one day last week, | Think4Yourself | 8/1/2007 |
| 82731 | If you're euphoric it never hurts to bank some profit. imo. | 10K a day | 8/1/2007 |
| 82730 | Beazer down over 30% in a short time on no news.. | John Vosilla | 8/1/2007 |
| 82729 | This is UFB. Do I cover here and take this pile of cash? I dunno. I'm rud | TH | 8/1/2007 |
| 82728 | Mortgage renewals set to prick U.S. property bubble iht.com Has the stock mark | Les H | 8/1/2007 |
| 82727 | Singing in the rain, and it's a perfectly sunny day out here. HBs getting ab | Smiling Bob | 8/1/2007 |
| 82726 | Guess they didn't look at the MBA numbers this morning. | Paul Kern | 8/1/2007 |
| 82725 | Very large drop in crude supplies just reported (over 6 million barrels). Marke | Think4Yourself | 8/1/2007 |
| 82724 | Suspect all here expected the June rise. Wonder how many bad loans were crammed | Think4Yourself | 8/1/2007 |
| 82723 | WCI plunged to $8 after the open. Geez I had to get in with Carl and the inside | John Vosilla | 8/1/2007 |
| 82722 | Pending Sales of Existing Homes in U.S. Rose 5.0% in June By Courtney Schlisser | Paul Kern | 8/1/2007 |
| 82721 | PANAMA CITY, Panama – Cement prices have doubled, and it's hard to get a tru | Les H | 8/1/2007 |
| 82720 | Have been out of town for the last week. What a change in the market mentality. | Think4Yourself | 8/1/2007 |
| 82719 | <i>"based on the idea that non-performing loans could be turned into | stan_hughes | 8/1/2007 |
| 82718 | Central Bankers Won't Jettison `Greenspan Put' bloomberg.com | Les H | 8/1/2007 |
| 82717 | I wonder if anything may become of this. Homebuilders using toxic plywood- -- Ha | Smiling Bob | 8/1/2007 |
| 82716 | From the author of The Long Emergency, comes this just about perfect summation a | Travis_Bickle | 8/1/2007 |
| 82715 | "Recommend this article to a friend " | Smiling Bob | 8/1/2007 |
| 82714 | Beazer Homes USA "market underperform," target price reduced Monday, | Travis_Bickle | 8/1/2007 |
| 82713 | Paulson working his magic from the Orient I doubt it's just his public comme | Smiling Bob | 8/1/2007 |
| 82712 | Hat Trick For Busted Australian Subprime Hedge Funds >>>Note the highl | ChanceIs | 8/1/2007 |
| 82711 | delete | orkrious | 8/1/2007 |
| 82710 | FXI puts looking very good :) China/US economy now symbiotic We buy their crap, | Smiling Bob | 8/1/2007 |
| 82709 | There's a story running on bloomberg this morning about the spread of mortga | Smiling Bob | 8/1/2007 |
| 82708 | Purchase index hammered. | Broken_Clock | 8/1/2007 |
| 82707 | WASHINGTON (Dow Jones)--Following is data from the Mortgage Bankers Association | Paul Kern | 8/1/2007 |
| 82706 | Subprime Defaults Blamed for Corporate America Earning Setbacks By Daniel Taub | Paul Kern | 8/1/2007 |
| 82705 | Those RAS and RWT charts are scary, way too steep for skateboarding, or even ski | saveslivesbyday | 8/1/2007 |
| 82704 | Don't know Kass and the gold fund days, can you elaborate? | Live2Sail | 8/1/2007 |
| 82703 | Most all the REITs I follow are off a cliff already. Maybe they will rebound. No | Jim McMannis | 8/1/2007 |
| 82702 | Lizzie, It was a blowout qtr. for them. They blew away the cons. eps by .04, Yr | $Mogul | 8/1/2007 |
| 82701 | Careful about shorting REITs. Doug Kass is a bear, but here he writes: Doug Kas | Live2Sail | 8/1/2007 |
| 82700 | I track about 30 REITs. Most all are in the dumpster. They are yielding great th | Jim McMannis | 8/1/2007 |
| 82699 | >>As many as half of hedge funds may close in next 5 yrs<< 20% of o | patron_anejo_por_favor | 8/1/2007 |
| 82698 | patron, Again, outstanding. Hollywood needs you. They need you bad (well not E | TH | 8/1/2007 |
| 82697 | Jim, I just don't have enough knowledge of the REITs to roll the dice there | TH | 8/1/2007 |
| 82696 | It's mine, all mine..... | patron_anejo_por_favor | 8/1/2007 |
| 82695 | Why not the helicopter drop? Worked like a charm in financial war games......it& | patron_anejo_por_favor | 8/1/2007 |
| 82694 | The REITs charts look as bad as the Lenders. Gotta love this one. finance.yaho | Jim McMannis | 8/1/2007 |
| 82693 | They aren't synonymous....simply refers to the (now more or less extinct) me | patron_anejo_por_favor | 8/1/2007 |
| 82692 | finance.yahoo.com This one seems to be getting a pass. finance.yahoo.com | Jim McMannis | 7/31/2007 |
| 82691 | Gary, I didn't think we would see you for another three years <g> I | TH | 7/31/2007 |
| 82690 | S2, What a terrible close for the bulls. This market is now damaged. Sure it | TH | 7/31/2007 |
| 82689 | As many as half of hedge funds may close in next 5 yrs bloomberg.com | Les H | 7/31/2007 |
| 82688 | patron, Did you create that list? Outstanding. You and Knighty Tin should go | TH | 7/31/2007 |
| 82687 | Hello Grace, What do I want? I want Chad to keep doing exactly what he is DOIN | TH | 7/31/2007 |
| 82686 | 125% LTV Loans as a Remedy for Housing Bust? realblogging.com | Les H | 7/31/2007 |
| 82685 | You should warn people before posting links to financial porno. There are SOME | Broken_Clock | 7/31/2007 |
| 82684 | Everything is collapsing except the ultra high end. Those stock options/stock bu | Broken_Clock | 7/31/2007 |
| 82683 | For you Cramer fans: Jim Cramer AHM 7/31/2007 7:10 PM EDT It may not be up to d | Live2Sail | 7/31/2007 |
| 82682 | Mortgages for illegal immigrants starting to take off businessweek.com | Les H | 7/31/2007 |
| 82681 | <i>>Citibank has stopped funding subprime but Wachovia still was.</i | 10K a day | 7/31/2007 |
| 82680 | That's odd. Why would they be unable to return investors money if they are | 10K a day | 7/31/2007 |
| 82679 | CTX, MTH and maybe LEN. This may help you. these are subprimers. investorvill | Jim McMannis | 7/31/2007 |
| 82678 | The RDN chart looks real uglyyyy. I don't know what to tell you. Maybe wait | Jim McMannis | 7/31/2007 |
| 82677 | which HB's have mtg subs besides bzh and phm? i think they're maybe 3 | Gary Burton | 7/31/2007 |
