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Judy Weil

 
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  • Expect Apple to Lead Tablet Race Too [View article]
    Dear Readers,

    The typos mentioned above have been fixed. We really appreciate your feedback and thank you for taking the time to note spelling and grammar mistakes. This sort of dialogue is one of the Seeking Alpha community's greatest strengths. Keep up the good work!
    Jan 11 03:07 AM | 1 Like Like |Link to Comment
  • WealthTrack: Why Jim Grant Is Bullish on the Recovery [View article]
    Dear Deehena,

    It's available already: seekingalpha.com/artic...

    Best,

    Judy Weil
    SA Editor
    Nov 10 08:31 AM | Likes Like |Link to Comment
  • The Little Book that Beats the Market: Chapters 12 & 13 [View article]
    The mistake was ours, not the author's. Thank you for bringing it to our attention.
    Nov 2 08:37 AM | 1 Like Like |Link to Comment
  • Alternate Business Models that Drive Retail Brand Value [View article]
    The title of this article has been changed to better reflect its subject matter. We apologize for the confusion.
    Nov 2 08:14 AM | Likes Like |Link to Comment
  • Weekly ETF Rewind: Maybe a Short Term Pullback Ahead? [View article]
    Hey Jeff, it's fixed here, but you may want to check the feed as it is still off.
    Thanks!
    Judy
    Jul 19 01:55 PM | Likes Like |Link to Comment
  • Underneath Berkshire Hathaway's Headline Numbers [View article]
    Fixed. Sorry about the mistaken tickers.
    -Ed.
    May 10 09:29 AM | Likes Like |Link to Comment
  • Homebuilders Agree: January Was A Good Month [View article]
    Hi Bill,

    There are definitely signs of life. I wonder if California will be the state to lead us out of this slump? Are you seeing any more signs in Nevada?
    Do you get the sense that the worst has passed there?

    Appreciate your thoughts,

    Judy
    Mar 26 04:18 PM | Likes Like |Link to Comment
  • Housing Market Tracker - Construction Job Loss Impact [View article]
    Hi Bill,
    Nice to hear from you. Thanks for the illustrative info. I guess things aren't looking up just yet. Hopefully the standstill in construction will help balance the supply part of the equation soon.

    ATB,
    Judy
    Mar 10 03:57 AM | Likes Like |Link to Comment
  • Luxury Manhattan Real Estate Could Fall Another 50% - Barron's [View article]
    Hi Bill,

    Interesting detail, thanks!

    ATB,
    Judy
    Mar 2 03:27 AM | Likes Like |Link to Comment
  • The $37B Roubini Forgot at Wells Fargo [View article]
    Fixed, thanks!
    Feb 26 12:56 AM | Likes Like |Link to Comment
  • Barron's Plan to Save the Economy - For Just $200B? [View article]
    Excellent, insightful critique. I use Barron's very often in my research, and they have some great calls and some not-so-great calls. A critical eye is crucial to individual investors because even icons make mistakes. Thanks!
    Feb 17 01:02 AM | Likes Like |Link to Comment
  • Annaly Capital To Take Fannie, Freddie's Place? [View article]
    Dear Schminkie,

    No, as you can see from the article my intention is quite the opposite. Since it may be misconstrued, I'm going to change the title. Thanks for the feedback.
    Judy
    Feb 16 08:16 AM | Likes Like |Link to Comment
  • How Weyerhaeuser's Results Reflect on Timber REITs [View article]
    Dear Scimitar,

    If you read the transcript, Weyerhaeuser execs say they have cut down on logging quite a bit. A good portion of their harvest came from the retrieval of timber that had been felled during storms and natural disasters. It seems what you say is accurate and will likely emerge more clearly as a trend in next quarter's results.

    To read the transcript, you can click on the link in the article.

    ATB,
    Judy
    Feb 12 02:07 AM | 1 Like Like |Link to Comment
  • Homebuilders Agree: January Was A Good Month [View article]
    Dear Bill,

    Interesting comment. Are you seeing banks lower their prices on REOs or just builders and investors unloading what they have?

    After seeing prices go down so drastically in many places, I keep wondering how prices could go down so much further as projected by so many economists and insiders. I think Schiller is expecting 10%-15% more declines nationally.

    I've been wondering lately if maybe the hardest-hit areas like California, Florida, Nevada and Arizona, are starting to stabilize in terms of prices (sales are up in California and Fla.) and that maybe the further declines that are expected nationally will come from the places that have not been hit so hard yet, like New York, Seattle, and North Carolina, etc.

    The fact that you are seeing (cautious) signs of a bottom in Nevada strengthens that idea-- but who knows?? There have been signs of stabilization before and then further declines.

    Anyway, I appreciate your thoughts, as always,

    Judy

    Mcrem51 and Chipseal, glad you find this useful.
    Feb 11 12:14 AM | 1 Like Like |Link to Comment
  • Homebuilders Agree: January Was A Good Month [View article]
    Dear Equity Has No Clue,

    I'm neither long the homebuilders, nor trying to push up or down those stocks. I don't own, have not owned, nor am I short any of them. I am simply pointing out that the homebuilders mentioned above all noted an upturn in sales in January. I don't have the slightest clue as to whether this means the housing slump is turning or is just pausing for air before the industry slips further in to the doldrums.

    The homebuilder executives themselves weren't certain. Pulte's, as mentioned above, doesn't see any improvement on the horizon, while Ryland's and Horton's were more positive on the general trend.

    I once read an article on Seeking Alpha written by a housing analyst who said he was watching the conference calls of homebuilders. He said the moment they displayed any sort of positive data or noted any positive trends, then that would be the first indication of a turn in the market for him. I, of course, don't have any idea if that is true, but for those that do subscribe to that theory, then here you have the first signs of a positive trend.

    Many of the articles that I have read on housing point to further declines ahead, so I would say one month's sales would be pretty risky to use as a bottom indicator.

    The point of this article, and conference call excerpts in general is to highlight how much information we can glean from the free conference call transcripts that Seeking Alpha offers.

    Whether you buy in to homebuilder-executive-... or not, the fact that this trend can be gleaned by simply reading all of their transcripts, which are free and easily accessible and don't take too long to read, is probably the most important part of this entire article!

    All the best,

    Judy
    Feb 10 08:13 AM | 9 Likes Like |Link to Comment
COMMENTS STATS
129 Comments
38 Likes