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CarrAmerica Realty Corp. (CRE)

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  • David White: Steel itself is overinflated on infrastructure plays. CRE is very troubled. Little building will happen. Surge on smoke (Applebaum).
    Fri, Dec 11, 2009
  • Patrick Harden: CRE prelim proxy (http://tinyurl.com/ydcyzqr) a pretty good read -reveals that CSE almost sold it healthcare net lease business to CRE vs OHI
    Fri, Dec 11, 2009
  • David White: Nutty buyers think people won't drive (oil down), but they think people will build a lot with a troubled CRE industry. Crazy! Corrects soon?
    Fri, Dec 11, 2009
  • David White: Why do people think lots of building will happen in US in 2010 when CRE market is crashing? Steel used more in CRE. Down mkt in 2010.
    Fri, Dec 11, 2009
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