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Ash HousewaresParticipant
Thanks for the info radelow. Interesting and informative thread.
Ash HousewaresParticipantThanks for the info radelow. Interesting and informative thread.
Ash HousewaresParticipantYou recommend searching beyond the “obvious”, but keep in mind that the further removed you get from the obvious the more dampened the effect will be. For home builders and lenders, the housing market is the primary driver of the stock price. For others like car parts suppliers, it may be a secondary effect. They will feel the pinch less acutely due to all the other factors that affect them.
It’s like a spreading ripple in a pond- it starts violent and fast at the source, and diffuses and arrives later in other areas further away.
Ash HousewaresParticipantYou recommend searching beyond the “obvious”, but keep in mind that the further removed you get from the obvious the more dampened the effect will be. For home builders and lenders, the housing market is the primary driver of the stock price. For others like car parts suppliers, it may be a secondary effect. They will feel the pinch less acutely due to all the other factors that affect them.
It’s like a spreading ripple in a pond- it starts violent and fast at the source, and diffuses and arrives later in other areas further away.
June 19, 2007 at 6:49 PM in reply to: Iraq is like the housing market – but not like you think #60599Ash HousewaresParticipantPowayseller, you asked if NPR was any better than the mainstream media. The answer is a resounding yes. Fox News viewers, btw, were the least well informed.
June 19, 2007 at 6:49 PM in reply to: Iraq is like the housing market – but not like you think #60632Ash HousewaresParticipantPowayseller, you asked if NPR was any better than the mainstream media. The answer is a resounding yes. Fox News viewers, btw, were the least well informed.
Ash HousewaresParticipantMe: 8%, but I’m young so I’m in the rapidly appreciating part of the pay curve. My wife: 0%, and 0 bonus. I don’t want to go into specifics, but her company is in the mortgage industry and is trying to downsize without the bad publicity that layoffs would bring. So no raises or bonuses. It’s all good, though, we are outa here in a month.
Ash HousewaresParticipantMe: 8%, but I’m young so I’m in the rapidly appreciating part of the pay curve. My wife: 0%, and 0 bonus. I don’t want to go into specifics, but her company is in the mortgage industry and is trying to downsize without the bad publicity that layoffs would bring. So no raises or bonuses. It’s all good, though, we are outa here in a month.
Ash HousewaresParticipantSeems to be quite a religious crowd that was brought into this scam. Do you guys think religious people are more susceptible to scams like this, or is it just a coincidence?
Way off topic, I know. My apologies.
Ash HousewaresParticipantSeems to be quite a religious crowd that was brought into this scam. Do you guys think religious people are more susceptible to scams like this, or is it just a coincidence?
Way off topic, I know. My apologies.
Ash HousewaresParticipantI can’t comment on either of these two books, but I thought I’d add my own.
Cadillac Desert, by Marc Reisner
Fascinating look at “water politics” and the unscrupulous tactics used to secure SoCal’s water supply, plus lots of info on other places around the country. It’s basically a collection of interesting stories (espionage, sabotage, etc) showing how we got to where we are. The suburbia the in the two books beano mentions wouldn’t be possible (in SoCal) without us taking water from other areas. I thought this book fit semi-well with this suburbia thread, and it also ties into the “brown lawn syndrome” thread where people are discussing alternate landscaping. This will be the most eye opening and frightening book you’ve read in a while.Ash HousewaresParticipantI can’t comment on either of these two books, but I thought I’d add my own.
Cadillac Desert, by Marc Reisner
Fascinating look at “water politics” and the unscrupulous tactics used to secure SoCal’s water supply, plus lots of info on other places around the country. It’s basically a collection of interesting stories (espionage, sabotage, etc) showing how we got to where we are. The suburbia the in the two books beano mentions wouldn’t be possible (in SoCal) without us taking water from other areas. I thought this book fit semi-well with this suburbia thread, and it also ties into the “brown lawn syndrome” thread where people are discussing alternate landscaping. This will be the most eye opening and frightening book you’ve read in a while.June 15, 2007 at 8:56 AM in reply to: Analyst asks Toll “I am wondering which Kool-Aid you’re drinking?” – resigns #59554Ash HousewaresParticipantI was able to tease out a bit more info:
Ms. [Ivy Zelman], 41 years old, says she has turned down several opportunities because her position as an equity analyst wouldn’t allow her to pursue them. A private-equity fund asked her to be an adviser and equity investor in a land fund and a private home builder asked her to sit on its board, she says. “As the down market continues, more people are asking for my advice,” she adds. “I want to capitalize on what I’ve built.”
June 15, 2007 at 8:56 AM in reply to: Analyst asks Toll “I am wondering which Kool-Aid you’re drinking?” – resigns #59585Ash HousewaresParticipantI was able to tease out a bit more info:
Ms. [Ivy Zelman], 41 years old, says she has turned down several opportunities because her position as an equity analyst wouldn’t allow her to pursue them. A private-equity fund asked her to be an adviser and equity investor in a land fund and a private home builder asked her to sit on its board, she says. “As the down market continues, more people are asking for my advice,” she adds. “I want to capitalize on what I’ve built.”
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