Homebuilders

  • Housing Crash…Case Study….China and Solar coming in 20??
    Posted by on January 5th, 2008 at 7:32 am, Comments: 6 comments

    HOUSING…All we are left with is another case study in fear greed and leverage. I started writing the case study back in February of 2007 [...]

  • Homebuilder Mess…Real People, Real Tragedies
    Posted by on January 3rd, 2008 at 11:24 am, Comments: No comments yet

    At this point, blaming will not solve the unprecedented problems. Here is a taste of the real stories and the spreading mess . Can you [...]

  • The Bear Case…
    Posted by on November 15th, 2007 at 9:53 am, Comments: 15 comments

    Before you bitch, this post hurts. It hurts because it is true. I am long nearly 100 percent and have no shorts positions. The best [...]

  • Hey Homebuilder Stock Owners…You Prepared For This?
    Posted by on October 31st, 2007 at 8:53 am, Comments: 1 comment

    Yesterday I asked you if you were prepared for an upside stock explosion. Today I was reading about the 7th year of a continued mess [...]

  • Citibank…Thank Goodness They Warn on Homebuilders
    Posted by on October 1st, 2007 at 3:45 pm, Comments: No comments yet

    In an epic clusterf@#ck of stock research, I am in receipt of the 52 page research report on the Meritage Homes (MTH) downgrade from Citibank. [...]

  • A Homebuilder Bankruptcy is Imminent
    Posted by on September 27th, 2007 at 12:27 am, Comments: 3 comments

    I have been in the market too long and I just know a homebuilder bankruptcy is coming soon. Here is what I wrote back in [...]

  • Homebuilders Cause Cancer?
    Posted by on August 22nd, 2007 at 11:12 pm, Comments: 2 comments

    Maybe the funniest line, not meant to be funny in tonight’s New York Times…’Still those results beat Wall Street’s expectations “. Let’s look at the [...]

  • From Meltdown to Meltup
    Posted by on August 22nd, 2007 at 9:56 pm, Comments: 5 comments

    Man were the leaners and momentum shorts wrong. Somebody hates them. They are going to feel Like Steve Martin did below: No sooner does my [...]

  • Hand Over the Keys….BIIITCH!
    Posted by on August 16th, 2007 at 8:10 am, Comments: No comments yet

    Like I have been saying about the banks and mortgage companies: You know how to MAKE the loans, you have no idea how to COLLECT [...]

  • A Day in the Life of a Homebuilder CEO
    Posted by on August 1st, 2007 at 10:46 am, Comments: 1 comment

    This just came to me via a trusted source…deepthroat: Morning – Fire people 10-4 – Talk to Analysts – answer same questions you did yesterday [...]

  • A Bankrupt Homebuilder?
    Posted by on August 1st, 2007 at 10:10 am, Comments: 4 comments

    I have definitely been speculating that it will happen and this morning Beazer Homes was the victim of the gossip. Reuters Beazer says bankruptcy rumors [...]

  • Financials – NO! OY! YUCK! ZOINK!
    Posted by on July 31st, 2007 at 6:31 pm, Comments: No comments yet

    Wow – what a mess. It’s like an airplane urinal after a coast to coast flight. Today, we got the first ‘give up’ an admission [...]

  • Bulls get 'ShitKicked'…Long Live 'Fleck'
    Posted by on July 24th, 2007 at 1:57 pm, Comments: No comments yet

    About time. Who the hell knows why (except Fleckenstein and Trader Tim). Like Apple was not due for a trouncing after a 50 point run. [...]

  • Homebuilders – Still a Value Trap, But I am Going To Dabble
    Posted by on July 14th, 2007 at 5:59 pm, Comments: 5 comments

    I have seen enough damage for now. I have been watching the death spirals nicely from the sidelines, but I feel a good rally at [...]

  • Homebuilders – Welcome to Value Trap HELL!
    Posted by on March 27th, 2007 at 9:13 pm, Comments: 1 comment

    Beazer Homes (BZH) just blew up again. Recently, I have been harping on the inevitable declines ahead. Tonight, it is further playing out as usual. [...]

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