Standard Pacific Corp. (SPF)
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SPF Forum Topics
- All Comments on SPF
- General Discussion on SPF
- Stocks Potentially Impacted by SEC's Enforcement of Regulation SHO [view article]
- Silver Lining in Housing Numbers? [view article]
- The Housing Crisis Goes Global [view article]
- Homebuilder Bankruptcies: Who Might Be Next? [view article]
- Homebuilders Try To Ride Tax Credit Wave [Housing Tracker] [view article]
- Tuesday Options Update: MRK, SNDK, TXN, TAP, GTXI, SPF, BRCD, XLF [view article]
- 20 Guidelines for the Individual Investor [view article]
- Can't Short XHB? Create Your Own Homebuilders ETF to Short [view article]
- About That Homebuilder Rally... [Housing Tracker] [view article]
- Three Short Ideas: Standard Pacific, Under Armour and Trump Entertainment [view article]
- Looking for Action? S&P 1500 Most Volatile Stocks [view article]
- Homebuilder Forecasts and Expectations [Housing Tracker] [view article]
loading ...Recent SPF Articles
- Silver Lining in Housing Numbers?
- Stocks Potentially Impacted by SEC's Enforcement of Regulation SHO
- S&P 1500 Stocks Up and Down on Volume Over the Past Week
- Homebuilder Execs and Analysts Indicate Rally Is Over [Housing Tracker]
- Some Homebuilders Finding Alternative Financing [Housing Tracker]
- Homebuilder News [Housing Tracker]
- Homebuilders Try To Ride Tax Credit Wave [Housing Tracker]
- WCI Fails [Housing Tracker]
- Homebuilder Bankruptcies: Who Might Be Next?
- Tuesday Options Update: MRK, SNDK, TXN, TAP, GTXI, SPF, BRCD, XLF
- Full List of Articles »
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Can't Short XHB? Create Your Own Homebuilders ETF to Short [view article]
Finding ITB shares to borrow can be hit/miss, although it is a better index to short as it is homebuilders only, assuming that is what you are looking for. ReplyCan't Short XHB? Create Your Own Homebuilders ETF to Short [view article]
Although XHB wasn't available for shorting, you might try ITB (iShares DJ US Home Construction index), which I was able to short. ReplyHome Builders Surge, Overbought in Short Term; Top Play NVR [view article]
NVR was bankrupt around 89,90.Schaar went public in 85 saying he would not repeat US Homes mistake of holding too much land in 80-81.Then he got greedy and wanted the land developer profits as well.Repeating the US Home debacle of 80-81.Somehow he got himself 10% of the company coming out of bankruptcy and reaped the rewards of the longest housing boom of the last 100 years.He is a shrewd man who learned from his mistakes the second time around. ReplyHome Builders Surge, Overbought in Short Term; Top Play NVR [view article]
You did not mention DHI. Why? ReplyHome Builders Surge, Overbought in Short Term; Top Play NVR [view article]
Bottom line, there isn't much positive from any fundamental point of view in the housing/homebuilder arena. Two million empty houses, a major price correction that still has a long way to go, a weakening economy. Other than being "oversold", what is it that makes anyone think the housing industry will produce any profits over the next year or two? ReplyDwinnell
Home Builders Surge, Overbought in Short Term; Top Play NVR [view article]
Abolutely, the market is ALWAYS the leading indicator. BLG looks like an interesting trade but certainly more risky than a LOW, HD or MHK as far as building supplier goes. As with the builders, these names are also quite overbought in the short term. ReplyHome Builders Surge, Overbought in Short Term; Top Play NVR [view article]
Thanks for an interesting report. Just like the stocks topped out before the house prices did, it seems they are bottoming before the house prices due. Any thoughts on the suppliers like BLG? ReplyStandard Pacific: The First Major Homebuilder to Go? [view article]
Wow, Mark Z, can I have some of that stuff?Two million empty houses on the market, more ARM resets to come, and the economy tanking because consumers have run out of credit and out of gas, but home builders are heading up. Good to know. We heard it from you first.
I shorted SPF on 12/10/07 at $3.97. Today it's at $2.13. Maybe I should go long. Reply
Standard Pacific: The First Major Homebuilder to Go? [view article]
NO WAY! SPF IS IN NO WAY CLOSE TO FILING FOR BANKRUPTCY. I HAVE A MARKET OUTPERFORM RATING ON THE SHARES. HOME BUILDERS ARE BOTTOMING. YOU WILL SEE HOME BUILDERS RISE FROM NOW ON. I RATE SPF A STRONG BUY.MARK Z. Reply
Standard Pacific: The First Major Homebuilder to Go? [view article]
Yep, I have been in this one for a whileseekingalpha.com/artic...
I've cut back for now since its had a tremendous run the past 2 weeks, but I expect commercial real estate to slow further into recession of 2008/early 2009. But its overbought for now.
And yes I wish there had been a homebuilder Ultrashort sometimes circa 2006, or even 2007. Too bad. Reply
Standard Pacific: The First Major Homebuilder to Go? [view article]
There actually is a real estate short ETF with ticker SRS. The ETF corresponds to the inverse of the daily performance of the DJ U.S. Real Estate index. Might not be pure homebuilders, but fairly good for shorting the housing market. ReplyHousing Risk Factor: Keep an Eye out for December Data [view article]
The purpose of this article was to show that December data will be vital. A lot of you seem to think that I was claiming a trough, which I never said. December should show a surprise increase as a result of a spark of consumer confidence, not year over year, but above what the street is expecting. The sustainability of that demand will be highly questionable though. Investors can potentially play a swing in homebuilder stocks when the next sales data gets posted. In fact, my guidelines are viable for both long and short positions, so for you pessimists a short swing may be plausible.I am not going to forecast a trough within the next 1H08. I do think a turnaround will occur within the year though. As far as home prices: they will likely fall more but at this point they are good long term investments. Reply
Standard Pacific: The First Major Homebuilder to Go? [view article]
Hi Sun, I am awaiting crack spreads to improve before going back to refiners. So I am neutral for now on the group but FTO remains me favorite when the sector becomes more favored. ReplyStandard Pacific: The First Major Homebuilder to Go? [view article]
Hi Mark:Have a question regarding FTO, although, not related to the above. FTO price has decelerated to below 40s...can we expect to see a above the 40s soon? Is it worth buying around 36 or considered a high risk for the price to drop again? Thanks sun is rising Reply
Bitchdog
Housing Risk Factor: Keep an Eye out for December Data [view article]
well, there's that little problem about not knowing which builders will go out of business. usually when you buy a company there is some non-zero risk that it will fail.all the due diligence in the world does not prevent the possibility of future bankruptcy.
leverage can kill in a downturn...that is a lesson that is retaught repeatedly.
when the residential re market settles into a multi month bottom without getting worse, only then would it be wise to bottom pick.
V is nowhere to be found.
JBD. Reply