I would worry about WCI because it is all over the florida condo market (current stock at $6 compared to years in the twenties), D.R. horton has a 5 year supply of land that is killing them, but, (and I hate to repeat anything cramer says) he mentioned Standard Pacific (SPF) as a company he wouldn’t loan a nickel to right now if he was a lender. Of course he also thinks KB may go out of business but the Wall Street journal says they have a good cash flow. WSJ says Lennar has the best cash flow in the industry, I wouldn’t short them right now, they may fall with the industry but not at the same percentage and they also look to be one of the survivors on the other side, in a five year comparison to the industry they are performing 50% better and only lost 1% in friday’s slide when the other got killed.
