Kehong Wen

Kehong Wen
Contributor since: 2010
4/14/10
Kehong Wen
System seemed to be stuck. Sorry about multiple talks on CAA... It's getting high. Earnings Monday.
4/14/10
Kehong Wen
CAA just over 6! Good run. See my new instablog.
4/14/10
Kehong Wen
CAA was just over 6! Good run. See my new instablog.
4/14/10
Kehong Wen
CAA is over 6! good run.
4/13/10
Kehong Wen
Pre-earning run started for CAA...
3/3/10
Kehong Wen
HOV reported profit, due to tax benefit. Bright spot is in backlog and price increase in Southwest and West. Horrendous bal sheet.
3/3/10
Kehong Wen
SLM NM report shows marked expansion in Feb at 53%. Employment up to 48 from 44, big change. But still contracting. Tough.
3/1/10
Kehong Wen
CMI, up 3%+, may be benefiting from snow storm damage to power lines & need for truck engines.
2/25/10
Kehong Wen
CAA is leading up by 1%+. Due to its Carolina expansion?
2/16/10
Kehong Wen
CAA Up 7% today? Haven't seen such finish for a while.
2/9/10
Kehong Wen
Still too much impairment, over 10% of revenue in 4Q for PHM... merger gain easier said than done.
2/8/10
Kehong Wen
Home builders as a group are rebounding from last week's selloff. Maybe the best performing groups so far.
2/5/10
Kehong Wen
MDC 4Q Rev 324M, beats estimate 270M. Excl tax credit, loss 15M,-0.32/shr, beats -0.39/shr. nto bad.
2/5/10
Kehong Wen
Advice to CAA - Hold
2/4/10
Kehong Wen
CAA - Revenue $340M beats the most optimistic analyst estimate of $318M. Impairments coming to an end.
2/3/10
Kehong Wen
CAA trading cautiously ahead of earning.
2/3/10
Kehong Wen
MHO earning doesn't look vey good. impairment charge is till high..
2/3/10
Kehong Wen
M/I Homes (MHO) reported profit today, similar to Horton, on the pre-tax basis. Sales up too. But gross margin only 8%. Market likes it...
2/2/10
Kehong Wen
DHI beats on pre-tax basis... sales up 45% yoy, margin improving. Could this be the turn for home builders?
2/1/10
Kehong Wen
FXI should recover after the recent batch of tightening. Export is up.
1/30/10
Kehong Wen
May be difficult for the BAC new CEO to manage.