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temeculaguy
ParticipantAlan you have to get a remote control or TVIO. I’ve gotten this far on the planet with about a combined seven minutes of total intake of the two combined. I’m hoping to only have another 2-3 minutes of Rosie for the rest of my life and am wearing a clip on meter like people who work with x-rays to alert me if my exposure limits are violated.
ParticipantAlan you have to get a remote control or TVIO. I’ve gotten this far on the planet with about a combined seven minutes of total intake of the two combined. I’m hoping to only have another 2-3 minutes of Rosie for the rest of my life and am wearing a clip on meter like people who work with x-rays to alert me if my exposure limits are violated.
ParticipantI 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.
ParticipantI 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.
ParticipantI 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.
ParticipantC’mon Alan, it’s not that bad. I think the MSM is starting to turn, they are just late to the party that’s all. They are just gearing up for those heart felt people lost their homes due to unscrupulous (insert villian here) stories. CNBC’s Diana Olick’s realty check seems to be fairly accurate to me, I just checked out her video clips and articles on their website and I would call her unbiased, occasionally holding back laughter when she repeats spokeshole reports from the NAR, etc.
ParticipantC’mon Alan, it’s not that bad. I think the MSM is starting to turn, they are just late to the party that’s all. They are just gearing up for those heart felt people lost their homes due to unscrupulous (insert villian here) stories. CNBC’s Diana Olick’s realty check seems to be fairly accurate to me, I just checked out her video clips and articles on their website and I would call her unbiased, occasionally holding back laughter when she repeats spokeshole reports from the NAR, etc.
ParticipantC’mon Alan, it’s not that bad. I think the MSM is starting to turn, they are just late to the party that’s all. They are just gearing up for those heart felt people lost their homes due to unscrupulous (insert villian here) stories. CNBC’s Diana Olick’s realty check seems to be fairly accurate to me, I just checked out her video clips and articles on their website and I would call her unbiased, occasionally holding back laughter when she repeats spokeshole reports from the NAR, etc.
ParticipantJWM, thank you that was insightful. I guess I underestimated my little hobby, thinking it was an electronic modern day barbershop only interesting to those of us participating in it.
bob, I didn’t have to tell her that I read them but what’s the harm in it really? In most cases it is probably better that the salesperson knows they have an informed buyer regardless of what they are selling, like a guy walking onto a car lot with his internet printed invoice price. I only divulged it after a conversation where she sounded like one of us anyway, no b.s. or plattitudes, just some honest answers much like the two sdrealtors, bugs, rustico, HLS and a few other people connected to the biz usually give. It could have been a ploy to play to the buyer (if it was it worked) but I doubt it, my line of work is about reading people and their motivations and I got a good read so I would prefer to do business with someone like that (of course the price isn’t where i think it is going just yet, but compared to others it’s getting closer). With the credit crunch I think the down cycle just got a shot of steriods and the knife may fall faster than anticipated so I am finding out what exactly I want and who I wan’t to do business with for when time does come.
ParticipantJWM, thank you that was insightful. I guess I underestimated my little hobby, thinking it was an electronic modern day barbershop only interesting to those of us participating in it.
bob, I didn’t have to tell her that I read them but what’s the harm in it really? In most cases it is probably better that the salesperson knows they have an informed buyer regardless of what they are selling, like a guy walking onto a car lot with his internet printed invoice price. I only divulged it after a conversation where she sounded like one of us anyway, no b.s. or plattitudes, just some honest answers much like the two sdrealtors, bugs, rustico, HLS and a few other people connected to the biz usually give. It could have been a ploy to play to the buyer (if it was it worked) but I doubt it, my line of work is about reading people and their motivations and I got a good read so I would prefer to do business with someone like that (of course the price isn’t where i think it is going just yet, but compared to others it’s getting closer). With the credit crunch I think the down cycle just got a shot of steriods and the knife may fall faster than anticipated so I am finding out what exactly I want and who I wan’t to do business with for when time does come.
ParticipantJWM, thank you that was insightful. I guess I underestimated my little hobby, thinking it was an electronic modern day barbershop only interesting to those of us participating in it.
bob, I didn’t have to tell her that I read them but what’s the harm in it really? In most cases it is probably better that the salesperson knows they have an informed buyer regardless of what they are selling, like a guy walking onto a car lot with his internet printed invoice price. I only divulged it after a conversation where she sounded like one of us anyway, no b.s. or plattitudes, just some honest answers much like the two sdrealtors, bugs, rustico, HLS and a few other people connected to the biz usually give. It could have been a ploy to play to the buyer (if it was it worked) but I doubt it, my line of work is about reading people and their motivations and I got a good read so I would prefer to do business with someone like that (of course the price isn’t where i think it is going just yet, but compared to others it’s getting closer). With the credit crunch I think the down cycle just got a shot of steriods and the knife may fall faster than anticipated so I am finding out what exactly I want and who I wan’t to do business with for when time does come.
ParticipantSd I would almost expect that you would get identified because you are in the industry and it it has a networking element to it, plus you’ve shared some past experiences, even without the details I think a peer of your would figure it out.
Now I think the media is stealing story ideas from this and other sites, eveytime I read some tidbit or rumor on these threads there is a story a day or two later in the media, it’s probably not the case but it just keeps happening.
There are threads here for weeks claiming that zero down will go away, jumbo’s are in trouble and a few e-mail exerpts posted from insiders, bam, 2 hours ago msn breaks a story that could have been taken from here last week. HMMMNN
ParticipantSd I would almost expect that you would get identified because you are in the industry and it it has a networking element to it, plus you’ve shared some past experiences, even without the details I think a peer of your would figure it out.
Now I think the media is stealing story ideas from this and other sites, eveytime I read some tidbit or rumor on these threads there is a story a day or two later in the media, it’s probably not the case but it just keeps happening.
There are threads here for weeks claiming that zero down will go away, jumbo’s are in trouble and a few e-mail exerpts posted from insiders, bam, 2 hours ago msn breaks a story that could have been taken from here last week. HMMMNN
ParticipantSd I would almost expect that you would get identified because you are in the industry and it it has a networking element to it, plus you’ve shared some past experiences, even without the details I think a peer of your would figure it out.
Now I think the media is stealing story ideas from this and other sites, eveytime I read some tidbit or rumor on these threads there is a story a day or two later in the media, it’s probably not the case but it just keeps happening.
There are threads here for weeks claiming that zero down will go away, jumbo’s are in trouble and a few e-mail exerpts posted from insiders, bam, 2 hours ago msn breaks a story that could have been taken from here last week. HMMMNN
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