Seeking Alpha

Judy Weil » Comments » BZH

  • California Housing Recovery? Not So Fast [View article]
    Hi RAL,
    I agree that it would be best to wait for Q4 results to determine the trend. October-November's events in the stock market cannot have done good for real estate anywhere, whatever trends were emerging before that.
    Having said that, you might want to look at John Mauldin's Frontline Weekly newsletter. One interesting point he makes is about the new wave of defaults we've been expecting in the wake of re-setting ARM loans. Mauldin says that-- at least in the near term-- those loan rates will reset lower. Most are linked to LIBOR or treasuries, and those rates are down considerably from 2006.
    Worth a read: www.frontlinethoughts....
    All the best,
    Judy
    Dec 23 00:53 am |Rating: 0 0 |Link to Comment
  • Homebuilder News [Housing Tracker] [View article]
    Dear Peppio,

    SoCal is a tough housing market, so it's interesting that any homebuilder would be doing even relatively well there.
    Thanks for the info,

    Judy
    Oct 17 04:22 am |Rating: 0 0 |Link to Comment
  • Homebuilder News [Housing Tracker] [View article]
    Hi Peppio,
    Where do you live? I'm sure readers would like to know which markets are picking up for Beazer.
    Thanks,
    Judy
    Oct 16 19:44 pm |Rating: 0 0 |Link to Comment
  • Why Are Homebuilders Up On Lousy Earnings? [Housing Tracker] [View article]
    Thanks!
    Oct 02 07:05 am |Rating: 0 0 |Link to Comment
  • Homebuilder News: Lawsuits, Bottom Calls... [Housing Tracker] [View article]
    Thanks!
    Sep 01 12:53 pm |Rating: 0 0 |Link to Comment
  • Toll Brothers Will Sell Your Home For You [Housing Tracker] [View article]
    All transactions have to be reported to the SEC (within two business days) so I don't think a CEO can get away with that. I wonder though, if a CEO must only report big transactions. Can they do it slowly and then not have to report as long as the transactions are below a certain amount. Anybody know the answer to that?
    Anyway, it's an interesting, if improbable, idea. It probably also wouldn't be worth the effort. If it ever got out, the CEO would be toast.
    Jul 09 16:57 pm |Rating: 0 0 |Link to Comment
  • Desperate Homebuilders Bringing Back Bubble-Era Financing - Housing Tracker [View article]
    Thanks Tom
    May 27 00:51 am |Rating: 0 0 |Link to Comment
  • Desperate Homebuilders Bringing Back Bubble-Era Financing - Housing Tracker [View article]
    Dear Powersports,

    Glad you find the housing tracker useful. Thanks!

    Judy
    May 27 00:13 am |Rating: 0 0 |Link to Comment
More on BZH by Judy Weil
Comments by Ticker
SA Editor Judy Weil's
Comments Stats
113 comments
Rating: 12 (17 - 5 )