SA Editor Judy Weil's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/123165/comments http://seekingalpha.com/article/170718-wealthtrack-why-jim-grant-is-bullish-on-the-recovery?source=feed#comment-753573 753573
It's available already: seekingalpha.com/artic...

Best,

Judy Weil
SA Editor]]> Tue, 10 Nov 2009 08:31:41 -0500
It's available already: seekingalpha.com/artic...

Best,

Judy Weil
SA Editor]]> http://seekingalpha.com/article/170437-the-little-book-that-beats-the-market-chapters-12-13?source=feed#comment-740055 740055 Mon, 02 Nov 2009 08:37:53 -0500 http://seekingalpha.com/article/170466-alternate-business-models-that-drive-retail-brand-value?source=feed#comment-740011 740011 Mon, 02 Nov 2009 08:14:59 -0500 http://seekingalpha.com/article/149600-weekly-etf-rewind-maybe-a-short-term-pullback-ahead?source=feed#comment-593932 593932 Thanks!
Judy]]> Sun, 19 Jul 2009 13:55:26 -0400 Thanks!
Judy]]> http://seekingalpha.com/article/136695-underneath-berkshire-hathaway-s-headline-numbers?source=feed#comment-497520 497520 -Ed.]]> Sun, 10 May 2009 09:29:10 -0400 -Ed.]]> http://seekingalpha.com/article/119603-homebuilders-agree-january-was-a-good-month?source=feed#comment-441496 441496
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]]> Thu, 26 Mar 2009 16:18:11 -0400
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]]> http://seekingalpha.com/article/63800-housing-market-tracker-construction-job-loss-impact?source=feed#comment-420116 420116 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]]> Tue, 10 Mar 2009 03:57:09 -0400 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]]> http://seekingalpha.com/article/121917-luxury-manhattan-real-estate-could-fall-another-50-barron-s?source=feed#comment-408842 408842
Interesting detail, thanks!

ATB,
Judy]]> Mon, 02 Mar 2009 03:27:56 -0500
Interesting detail, thanks!

ATB,
Judy]]> http://seekingalpha.com/article/122736-the-37b-roubini-forgot-at-wells-fargo?source=feed#comment-403961 403961 Thu, 26 Feb 2009 00:56:22 -0500 http://seekingalpha.com/article/120801-barron-s-plan-to-save-the-economy-for-just-200b?source=feed#comment-391505 391505 Tue, 17 Feb 2009 01:02:42 -0500 http://seekingalpha.com/article/120748-annaly-capital-to-take-fannie-freddie-s-place?source=feed#comment-390223 390223
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]]> Mon, 16 Feb 2009 08:16:51 -0500
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]]> http://seekingalpha.com/article/120054-how-weyerhaeuser-s-results-reflect-on-timber-reits?source=feed#comment-385077 385077
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]]> Thu, 12 Feb 2009 02:07:55 -0500
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]]> http://seekingalpha.com/article/119603-homebuilders-agree-january-was-a-good-month?source=feed#comment-383325 383325
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.]]> Wed, 11 Feb 2009 00:14:14 -0500
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.]]> http://seekingalpha.com/article/119603-homebuilders-agree-january-was-a-good-month?source=feed#comment-382038 382038
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]]> Tue, 10 Feb 2009 08:13:32 -0500
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]]> http://seekingalpha.com/article/118533-motorola-reassures-on-qualcomm-texas-instruments?source=feed#comment-376530 376530 Thu, 05 Feb 2009 06:43:47 -0500 http://seekingalpha.com/article/118533-motorola-reassures-on-qualcomm-texas-instruments?source=feed#comment-376529 376529
Thank you for bringing this to my attention. It was apparently a case of misplaced punctuation by the transcription service. I've changed it on the excerpt here, and it will be fixed on the original transcript as soon as possible. I appreciate your feedback as we always aim to be as accurate as possible.
All the best,
Judy]]> Thu, 05 Feb 2009 06:41:28 -0500
Thank you for bringing this to my attention. It was apparently a case of misplaced punctuation by the transcription service. I've changed it on the excerpt here, and it will be fixed on the original transcript as soon as possible. I appreciate your feedback as we always aim to be as accurate as possible.
All the best,
Judy]]> http://seekingalpha.com/article/118126-seven-key-points-from-simon-property-group-s-q408-conference-call?source=feed#comment-375131 375131 Excellent point. SPG execs spent a great deal of time trying to convince analysts that things will be ok soon, Q4 was ok, they are well positioned, small retailers need SPG more than SPG needs them, etc., etc.
Will be interesting to see what happens.

-Judy]]> Wed, 04 Feb 2009 01:50:02 -0500 Excellent point. SPG execs spent a great deal of time trying to convince analysts that things will be ok soon, Q4 was ok, they are well positioned, small retailers need SPG more than SPG needs them, etc., etc.
Will be interesting to see what happens.

-Judy]]> http://seekingalpha.com/article/117273-freeport-mcmoran-on-copper-and-china?source=feed#comment-370436 370436
But they do have plenty of gold to tide them over...]]> Thu, 29 Jan 2009 17:45:11 -0500
But they do have plenty of gold to tide them over...]]> http://seekingalpha.com/article/116422-six-key-quotes-from-u-s-bancorp-s-q408-conference-call?source=feed#comment-370359 370359 ATB,
Judy]]> Thu, 29 Jan 2009 16:22:46 -0500 ATB,
Judy]]> http://seekingalpha.com/article/116981-e-trade-the-changing-face-of-internet-advertising?source=feed#comment-368869 368869 www.inman.com/news/200...]]> Wed, 28 Jan 2009 13:30:31 -0500 www.inman.com/news/200...]]> http://seekingalpha.com/article/116981-e-trade-the-changing-face-of-internet-advertising?source=feed#comment-368633 368633 seekingalpha.com/artic...
]]> Wed, 28 Jan 2009 11:13:04 -0500 seekingalpha.com/artic...
]]> http://seekingalpha.com/article/116025-banks-lend-but-only-tarp-money?source=feed#comment-366185 366185 online.wsj.com/article...

"Ten of the 13 big beneficiaries of the Treasury Department's Troubled Asset Relief Program, or TARP, saw their outstanding loan balances decline by a total of about $46 billion, or 1.4%, between the third and fourth quarters of 2008, according to a Wall Street Journal analysis of banks that recently announced their quarterly results."]]> Mon, 26 Jan 2009 04:48:55 -0500 online.wsj.com/article...

"Ten of the 13 big beneficiaries of the Treasury Department's Troubled Asset Relief Program, or TARP, saw their outstanding loan balances decline by a total of about $46 billion, or 1.4%, between the third and fourth quarters of 2008, according to a Wall Street Journal analysis of banks that recently announced their quarterly results."]]> http://seekingalpha.com/article/113861-housing-not-cheap-enough?source=feed#comment-362320 362320
I couldn't agree with you more. After all, what stopped the music for the housing bubble (sorry to mix metaphors) was the lack of affordability.

At some point, people just couldn't afford the crazy prices and they stopped buying. Then everyone stopped buying. None of the measures used to stop housing's slide will help, IMHO, until houses become affordable for the people who want to live in them.

They say the whole housing chain will start to move when the first-time buyers (like yourself) start to buy. So until it's affordable to you, nothing is going to change.

Thanks for the comment,
Judy]]> Wed, 21 Jan 2009 16:32:06 -0500
I couldn't agree with you more. After all, what stopped the music for the housing bubble (sorry to mix metaphors) was the lack of affordability.

At some point, people just couldn't afford the crazy prices and they stopped buying. Then everyone stopped buying. None of the measures used to stop housing's slide will help, IMHO, until houses become affordable for the people who want to live in them.

They say the whole housing chain will start to move when the first-time buyers (like yourself) start to buy. So until it's affordable to you, nothing is going to change.

Thanks for the comment,
Judy]]> http://seekingalpha.com/article/115618-making-money-with-fannie-and-freddie-bank-of-ozarks-conference-call?source=feed#comment-361891 361891
I couldn't decide if I should respond to your comment with "yeah, look what we've come to" or "don't laugh, those guys did pretty darn well!"

Judy]]> Wed, 21 Jan 2009 10:39:58 -0500
I couldn't decide if I should respond to your comment with "yeah, look what we've come to" or "don't laugh, those guys did pretty darn well!"

Judy]]> http://seekingalpha.com/article/114912-conference-call-highlights-update-on-retail-and-mall-reits?source=feed#comment-358562 358562
I prefer to locate and give over the information, then let people draw their own conclusions. I hope the conference call excerpts are helpful.

To Moosebump and Jegan,

Duly noted and I've removed BXP, VNO and BPO, all of which have retail exposure, to better examples of purely retail REITs.

I included VNO because Yahoo Finance lists the company as a competitor to SPG, GGP and MAC, and then BXP and BPO in line with VNO. But as you noted, there are better examples out there.

Thanks for the feedback,
Judy]]> Sat, 17 Jan 2009 15:39:26 -0500
I prefer to locate and give over the information, then let people draw their own conclusions. I hope the conference call excerpts are helpful.

To Moosebump and Jegan,

Duly noted and I've removed BXP, VNO and BPO, all of which have retail exposure, to better examples of purely retail REITs.

I included VNO because Yahoo Finance lists the company as a competitor to SPG, GGP and MAC, and then BXP and BPO in line with VNO. But as you noted, there are better examples out there.

Thanks for the feedback,
Judy]]> http://seekingalpha.com/article/113861-housing-not-cheap-enough?source=feed#comment-355815 355815 To Bill, thanks, as always for your interesting commentary.
To Xom-only, thanks for the compliment!

ATB,
Judy]]> Wed, 14 Jan 2009 14:34:58 -0500 To Bill, thanks, as always for your interesting commentary.
To Xom-only, thanks for the compliment!

ATB,
Judy]]> http://seekingalpha.com/article/113861-housing-not-cheap-enough?source=feed#comment-350579 350579
Many of those companies listed, SPG, Boston Properties, Vornado, Equity Residential and more, are all involved in residential real estate as well. The state of those markets will have some impact upon their bottom line as well.
At least, that's the rationale for the tickers anyway...

To Scott Sambucci,

Excellent link! Thanks,

All the best,

Judy]]> Fri, 09 Jan 2009 09:23:15 -0500
Many of those companies listed, SPG, Boston Properties, Vornado, Equity Residential and more, are all involved in residential real estate as well. The state of those markets will have some impact upon their bottom line as well.
At least, that's the rationale for the tickers anyway...

To Scott Sambucci,

Excellent link! Thanks,

All the best,

Judy]]> http://seekingalpha.com/article/113591-has-gm-changed-its-tune-yet?source=feed#comment-349350 349350
HomeyDDogg-- thanks for the good word.

Judy
]]> Thu, 08 Jan 2009 02:13:33 -0500
HomeyDDogg-- thanks for the good word.

Judy
]]> http://seekingalpha.com/article/113523-paychex-warns-about-small-businesses?source=feed#comment-348207 348207 Thanks,
Judy]]> Wed, 07 Jan 2009 01:38:46 -0500 Thanks,
Judy]]> http://seekingalpha.com/article/113523-paychex-warns-about-small-businesses?source=feed#comment-348206 348206
Excellent point. I've been reading conference call transcripts from all sorts of industries for a while now. Your comment crystallized in my mind what I have been seeing in every industry, without exception: The language of uncertainty. No one really knows what's going to happen next.
As much as the Fed and the government are trying to help, and even, (which I know some commenters above will not agree with) the banks, there is so much uncertainty. Will banks loosen lending criteria? Will consumers start buying homes and cars again? Will the stock market go up or down again? It seems almost like a coin toss at this point. With so much uncertainty and pessimism, let's hope Americans are all contrarians.

Thanks for your insight,

Judy]]> Wed, 07 Jan 2009 01:36:04 -0500
Excellent point. I've been reading conference call transcripts from all sorts of industries for a while now. Your comment crystallized in my mind what I have been seeing in every industry, without exception: The language of uncertainty. No one really knows what's going to happen next.
As much as the Fed and the government are trying to help, and even, (which I know some commenters above will not agree with) the banks, there is so much uncertainty. Will banks loosen lending criteria? Will consumers start buying homes and cars again? Will the stock market go up or down again? It seems almost like a coin toss at this point. With so much uncertainty and pessimism, let's hope Americans are all contrarians.

Thanks for your insight,

Judy]]>