| Reply | Message Preview | From | Posted |
| 82976 | I can't see an offer for common of $125m or so, either it is worth several h | Travis_Bickle | 8/2/2007 |
| 82975 | I take it you covered? You missed the spike way down in the am (I know you made | Lizzie Tudor | 8/2/2007 |
| 82974 | To be quite honest I have no idea why shareholders did not tender. Seemed very | Think4Yourself | 8/2/2007 |
| 82973 | They need to have 51% of the shares tendered. So far shareholders have tendered | Jim McMannis | 8/2/2007 |
| 82972 | I read today that they are working on repricing the deal, probably around $5. F | Think4Yourself | 8/2/2007 |
| 82971 | Also if the deal goes through, the debt will be worth a heck of a lot more, sure | Travis_Bickle | 8/2/2007 |
| 82970 | Substitute "venture capital" for "private secondary market" | Dale Baker | 8/2/2007 |
| 82969 | Congress is the only whorehouse in the US that loses money. They could have pre | Jim McMannis | 8/2/2007 |
| 82968 | IMO, people are focusing on the wrong part of that letter. If I was Dodd, I' | CalculatedRisk | 8/2/2007 |
| 82967 | <i>I received a call from U.S. Senator Dodd this morning who seeking an un | Mike Johnston | 8/2/2007 |
| 82966 | hey Lazarus, you miss the point again so I am going to answer you and put you ba | Lizzie Tudor | 8/2/2007 |
| 82965 | DJ HIgher-Rated Slices Of The ABX Derivative Index Fall Sharply . By Anusha | Smiling Bob | 8/2/2007 |
| 82964 | Hey, it's a 3 banger from here if Lamestar buys it for 15.10. LOL | Jim McMannis | 8/2/2007 |
| 82963 | Guess we will have to get used to having Cramer on our side Wait for Endgame in | Travis_Bickle | 8/2/2007 |
| 82962 | so LEND pretty much issues their own BK warning and they are still trading at $5 | Lizzie Tudor | 8/2/2007 |
| 82961 | Reminds me of when gates and icahn and company jumped into the homies. Didn' | Travis_Bickle | 8/2/2007 |
| 82960 | Welcome to the shack. Sit down and have a battery. Seems like the HBs rallying b | Smiling Bob | 8/2/2007 |
| 82959 | thank you for posting that. "the private secondary market is not functio | marcher | 8/2/2007 |
| 82958 | Why Fed Funds Futures Might Not Reflect Fed Expectations portfolio.com | Les H | 8/2/2007 |
| 82957 | RE:"The WCI board of directors had better hire bodyguards because the inves | Jim McMannis | 8/2/2007 |
| 82956 | here is a copy of an email CEO Mike Perry sent out to all Indymac employees yest | CalculatedRisk | 8/2/2007 |
| 82955 | Looks like IMB is trying to clean up their act while their balance sheet can sti | Dale Baker | 8/2/2007 |
| 82954 | <i>IndyMac CEO comments: IndyMac CEO says mortgage markets "panicked | Paul Kern | 8/2/2007 |
| 82953 | IndyMac CEO comments: IndyMac CEO says mortgage markets "panicked and illi | CalculatedRisk | 8/2/2007 |
| 82952 | I love RYL as a short, clueless management, deteriorating cash flow and moribund | patron_anejo_por_favor | 8/2/2007 |
| 82951 | fwiw I am short RSH now. The stock has clearly cracked. | Think4Yourself | 8/2/2007 |
| 82950 | RSH was doing the same Using corporate funds to buttress stock so insiders can s | Smiling Bob | 8/2/2007 |
| 82949 | This market is on the edge, when will the next shoe drop? The next wave down i | saveslivesbyday | 8/2/2007 |
| 82948 | That was kind of you. :) | 10K a day | 8/2/2007 |
| 82947 | I am liking Ryland Homes as a short. They are throwing money away buying back t | Think4Yourself | 8/2/2007 |
| 82946 | volume spike in fannie along with GS drop. margin call on a hedgie or would that | Broken_Clock | 8/2/2007 |
| 82945 | Lourdy be, I just got home. LEND yeeee haaaaa! | Jim McMannis | 8/2/2007 |
| 82944 | Accredited Home May Face Bankruptcy, Shares Decline (Update1) By Bradley Keoun | saveslivesbyday | 8/2/2007 |
| 82943 | How about the news that mortgages are going to become even more difficult to obt | Smiling Bob | 8/2/2007 |
| 82942 | A lot of LODs getting hit- Of course, everything I'm not currently in. But H | Smiling Bob | 8/2/2007 |
| 82941 | <the only way Beazer could face bankruptcy is if there is fraud in the financ | Perspective | 8/2/2007 |
| 82940 | The WCI board of directors had better hire bodyguards because the investors they | Think4Yourself | 8/2/2007 |
| 82939 | <the maximum CLTV on all transactions involving a Wachovia <b>equity pr | Perspective | 8/2/2007 |
| 82938 | I added a 1/2 position in LEN, it has been pretty weak lately. So far I'm n | Travis_Bickle | 8/2/2007 |
| 82937 | News of banks tightening further will put the death blow on the HBs. Still much | Smiling Bob | 8/2/2007 |
| 82936 | I have seen that here. A set of condos weren't selling so the developer &qu | Think4Yourself | 8/2/2007 |
| 82935 | Home prices in my area, western phila burbs, haven't budged. The million pl | Smiling Bob | 8/2/2007 |
| 82934 | Exactly. August rhymes with February. In Feb, the lenders started tightening s | CalculatedRisk | 8/2/2007 |
| 82933 | there is a developer here sitting on 50 or 60 lots. One set is 250ish and the ot | Broken_Clock | 8/2/2007 |
| 82932 | >>Does that mean people need to bring 5% to the table? Oh no, say it isn&# | patron_anejo_por_favor | 8/2/2007 |
| 82931 | I must confess that it is quite possible you are right. OTOH the ALT-A buyer | Think4Yourself | 8/2/2007 |
| 82930 | >>Effective immediately 8/2/07, Wachovia Mortgage will temporarily suspend | patron_anejo_por_favor | 8/2/2007 |
| 82929 | 20/20 looking for people from Long Island, NY abcnews.go.com | Les H | 8/2/2007 |
| 82928 | From WAMU (not confirmed): "As you all know since March, the market of fun | CalculatedRisk | 8/2/2007 |
| 82927 | What I believe it really means is no more stated income loans. | CalculatedRisk | 8/2/2007 |
| 82926 | Does that mean people need to bring 5% to the table? Oh no, say it isn't so! | Live2Sail | 8/2/2007 |
| 82925 | ALT- A Product Offering Suspended Effective immediately 8/2/07, Wachovia Mortgag | CalculatedRisk | 8/2/2007 |
| 82924 | sure why not. | 10K a day | 8/2/2007 |
| 82923 | FirstFed Fincl Tgt Cut To $70 From $80 At Credit Suisse >FED DOW JONES NEWSW | ChanceIs | 8/2/2007 |
| 82922 | That's a huge chunk of their business, isn't it? | patron_anejo_por_favor | 8/2/2007 |
| 82921 | I realize that you're of a different view--but this is my view fwiw I think | Gary Burton | 8/2/2007 |
| 82920 | >>>IMB said they had already stopped "80/20 piggyback first lien&q | ChanceIs | 8/2/2007 |
| 82919 | I had a real estate agent (in sacramento) tell me [last week] that prices had &# | 10K a day | 8/2/2007 |
| 82918 | One sell-side analyst who spoke on the condition of anonymity said the only way | Travis_Bickle | 8/2/2007 |
| 82917 | FWIW - In their conference call, IMB said they had already stopped "80/20 p | Dale Baker | 8/2/2007 |
| 82916 | LEND is now down another 50% today. You will almost quadruple your money buying | Think4Yourself | 8/2/2007 |
| 82915 | FED up 8% on buyback announcement | Travis_Bickle | 8/2/2007 |
| 82914 | Shocking... | 10K a day | 8/2/2007 |
| 82913 | Rumor: IndyMac halts Alt-A. I'll see if I can confirm. | CalculatedRisk | 8/2/2007 |
| 82912 | Thanks, I did take a small position in one of those. WCI unlocking more shareho | Think4Yourself | 8/2/2007 |
| 82911 | If you want to become more than just a nominee, say what they want to hear. Tho | Smiling Bob | 8/2/2007 |
| 82910 | If I had more than one computer screen and a computer that didn't freeze up, | Smiling Bob | 8/2/2007 |
| 82909 | I added to MBI MCO FED PMI RWT positions on the spike this morning - shorts all. | Perspective | 8/2/2007 |
| 82908 | This is ridiculous. Time premiums on homebuilder puts are way up there. Same f | Think4Yourself | 8/2/2007 |
| 82907 | No, I just need to sell them for more than I paid. The cats were evicted. | Smiling Bob | 8/2/2007 |
| 82906 | <i>Bought some LEND puts (Aug 12.50's)....a complete gamble on LameSta | orkrious | 8/2/2007 |
| 82905 | They have to break below 10 by mid September just for you to break even. What i | Think4Yourself | 8/2/2007 |
| 82904 | Citadel LP Reports 5.7% Passive Beazer Homes USA Stake Aug 2, 2007 09:31:33 (E | Travis_Bickle | 8/2/2007 |
| 82903 | Probably a smart move. Just went to add some puts but the time premiums are tot | Think4Yourself | 8/2/2007 |
| 82902 | Absolutely in agreement there. Too many skeletons IN these at 2.75 .BZHUV | Smiling Bob | 8/2/2007 |
| 82901 | unboxed bzh on the opening pop, I think people will be leery about it down the r | Travis_Bickle | 8/2/2007 |
| 82900 | I have been reading their 10K. Do not understand how they could possibly merge | Think4Yourself | 8/2/2007 |
| 82899 | I was hoping to get the carnage over with, pass go and collect 200 dollars. May | Jim McMannis | 8/2/2007 |
| 82898 | "We face significant challenges due to adverse conditions in the non-prime | Travis_Bickle | 8/2/2007 |
| 82897 | Will be interesting how the market views it. | Jim McMannis | 8/2/2007 |
| 82896 | LEND filed it's 10K overnight. Yahoo message board posters claim they had u | Think4Yourself | 8/2/2007 |
| 82895 | Standard & Poor's (NYSE:MHP) Ratings Services lowered its corporate cred | Travis_Bickle | 8/2/2007 |
| 82894 | FirstFed Financial Corp. (NYSE:FED - News), parent company of First Federal Bank | Travis_Bickle | 8/2/2007 |
| 82893 | <i>All Stated income options including Home Quick are not allowed.</I&g | Wyätt Gwyön | 8/2/2007 |
| 82892 | You miss the point, Lizzie- -intentionally, I think. The question of whether GD | Lazarus_Long | 8/2/2007 |
| 82891 | "Virginia also lets you keep your anvil." damn right, aint noone taki | marcher | 8/2/2007 |
| 82890 | Happy to help, wow, I see it hit a 2 year low today: [graphic] | patron_anejo_por_favor | 8/2/2007 |
| 82889 | patron, i want to thank you for ACF. | marcher | 8/2/2007 |
| 82888 | <i>>Watch out here I come! <g></i>< shoot it that way d | 10K a day | 8/2/2007 |
| 82887 | >> I alos beleive you cannot buy real estate or securities legally with yo | patron_anejo_por_favor | 8/2/2007 |
| 82886 | <FXY = Japanese Yen Trust? Won't the Japanese push the Yen down to keep | renovator | 8/2/2007 |
| 82885 | Plumbers making $ 1500/day news.com.au Home ownership now an unattainable drea | Les H | 8/1/2007 |
| 82884 | John, We share many views. Cramer is also scaring the hell out of me. I wonde | TH | 8/1/2007 |
| 82883 | Ork, Thanks, but I'm still hanging in there. I think you may be right abou | TH | 8/1/2007 |
| 82882 | So Subprime Blows Up; So What, Says Cramer youtube.com | 10K a day | 8/1/2007 |
| 82881 | If you listen to the whole segment, he pleads for a 100-point cut. He must down | Les H | 8/1/2007 |
| 82880 | Remember the lender reserves the right to reduce the HELOC on a % of the house v | $Mogul | 8/1/2007 |
| 82879 | <i>>get the buggywhip manufacturing and the moneylosing lending unit al | 10K a day | 8/1/2007 |
| 82878 | >>One problem with refis that the money won't be there.<< I ope | patron_anejo_por_favor | 8/1/2007 |
| 82877 | I agree with most of it, although I see no big urgency to rush into big cap mult | patron_anejo_por_favor | 8/1/2007 |
