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    <title>SA Editor Judy Weil's Comments</title>
    <description>SA Editor Judy Weil's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/123165/comments</link>
    <item>
      <title>Is This A Death Spiral For Solar Companies?</title>
      <link>http://seekingalpha.com/article/298419/comments?source=feed#comment-1963465</link>
      <guid isPermaLink="false">1963465</guid>
      <content>
        <![CDATA[The typo has been fixed. Thanks for bringing it to our attention.<br/><br/>Best,<br/><br/>Judy]]>
      </content>
      <pubDate>Sun, 09 Oct 2011 17:26:37 -0400</pubDate>
      <description>
        <![CDATA[The typo has been fixed. Thanks for bringing it to our attention.<br/><br/>Best,<br/><br/>Judy]]>
      </description>
    </item>
    <item>
      <title>The Smart Phone Threat to Sirius XM</title>
      <link>http://seekingalpha.com/article/260581/comments?source=feed#comment-1558586</link>
      <guid isPermaLink="false">1558586</guid>
      <content>
        <![CDATA[As noted above, the title was changed by SA, not by the author.]]>
      </content>
      <pubDate>Wed, 30 Mar 2011 00:31:38 -0400</pubDate>
      <description>
        <![CDATA[As noted above, the title was changed by SA, not by the author.]]>
      </description>
    </item>
    <item>
      <title>The Smart Phone Threat to Sirius XM</title>
      <link>http://seekingalpha.com/article/260581/comments?source=feed#comment-1558585</link>
      <guid isPermaLink="false">1558585</guid>
      <content>
        <![CDATA[The title was changed by SA, not by the author.]]>
      </content>
      <pubDate>Wed, 30 Mar 2011 00:31:07 -0400</pubDate>
      <description>
        <![CDATA[The title was changed by SA, not by the author.]]>
      </description>
    </item>
    <item>
      <title>Berkowitz Should Unlock St. Joe's Value</title>
      <link>http://seekingalpha.com/article/260566/comments?source=feed#comment-1556504</link>
      <guid isPermaLink="false">1556504</guid>
      <content>
        <![CDATA[The disclosure has been updated, thanks for your comment.]]>
      </content>
      <pubDate>Tue, 29 Mar 2011 06:48:10 -0400</pubDate>
      <description>
        <![CDATA[The disclosure has been updated, thanks for your comment.]]>
      </description>
    </item>
    <item>
      <title>Berkowitz Should Unlock St. Joe's Value</title>
      <link>http://seekingalpha.com/article/260566/comments?source=feed#comment-1556497</link>
      <guid isPermaLink="false">1556497</guid>
      <content>
        <![CDATA[Please note that the disclosure was added in by our editors as we could not get a disclosure by press time. 'Disclosure: None' here means there was no disclosure given by the author, so he could very well be long- or not. We will update as soon as we receive a response from the author. ]]>
      </content>
      <pubDate>Tue, 29 Mar 2011 06:37:34 -0400</pubDate>
      <description>
        <![CDATA[Please note that the disclosure was added in by our editors as we could not get a disclosure by press time. 'Disclosure: None' here means there was no disclosure given by the author, so he could very well be long- or not. We will update as soon as we receive a response from the author. ]]>
      </description>
    </item>
    <item>
      <title>The Democratization of Finance</title>
      <link>http://seekingalpha.com/instablog/123165-sa-editor-judy-weil/2806-the-democratization-of-finance?source=feed#comment-1391152</link>
      <guid isPermaLink="false">1391152</guid>
      <content>
        <![CDATA[Hi Bill,<br/><br/>Believe it or not, this is the first time I actually read over my instablog and saw that you commented. So after apologizing for not responding earlier- I just thought I'd say hi and wish you a happy new year. Hope you are well,<br/><br/>All the best, <br/><br/>Judy]]>
      </content>
      <pubDate>Thu, 06 Jan 2011 10:55:25 -0500</pubDate>
      <description>
        <![CDATA[Hi Bill,<br/><br/>Believe it or not, this is the first time I actually read over my instablog and saw that you commented. So after apologizing for not responding earlier- I just thought I'd say hi and wish you a happy new year. Hope you are well,<br/><br/>All the best, <br/><br/>Judy]]>
      </description>
    </item>
    <item>
      <title>David Einhorn Says 'Tread Cautiously'</title>
      <link>http://seekingalpha.com/article/238040/comments?source=feed#comment-1326884</link>
      <guid isPermaLink="false">1326884</guid>
      <content>
        <![CDATA[Please note new link above; the transcript of the interview is now available.<br/>Enjoy]]>
      </content>
      <pubDate>Mon, 29 Nov 2010 07:58:27 -0500</pubDate>
      <description>
        <![CDATA[Please note new link above; the transcript of the interview is now available.<br/>Enjoy]]>
      </description>
    </item>
    <item>
      <title>Is Gold the Best Asset Class Under Any Market Conditions?</title>
      <link>http://seekingalpha.com/article/235629/comments?source=feed#comment-1297159</link>
      <guid isPermaLink="false">1297159</guid>
      <content>
        <![CDATA[Reported them- thanks for your vigilance!]]>
      </content>
      <pubDate>Tue, 09 Nov 2010 04:38:29 -0500</pubDate>
      <description>
        <![CDATA[Reported them- thanks for your vigilance!]]>
      </description>
    </item>
    <item>
      <title>What the Thumbs Up with That?</title>
      <link>http://seekingalpha.com/instablog/432123-dialectical-materialist/104051-what-the-thumbs-up-with-that?source=feed#comment-1297147</link>
      <guid isPermaLink="false">1297147</guid>
      <content>
        <![CDATA[Thank you, DM, for taking the time to write this, and to the rest of you for adding your thoughts. I've been with SA almost from the beginning, and I can tell you that this has been an important issue to us from the start. If 'I may say so ourselves', we are pretty on top of abuse cases. All of us editors have to review the comment streams on the articles we publish regularly. Plus there are people monitoring all comments independently of that. But no system is foolproof and how to make it better is something we are constantly considering.<br/><br/>The guiding principle has always been: If we can develop a community with a level of discourse that is respectful as well as insightful and interesting, then we will truly be unique. Everyone wants to be part of something that is of high quality.<br/><br/>So, I like Eli's summation of your ideas, although I think there should be something in between 'report abuse' and 'great comment'. Some of our readers get carried away and they should learn to be more respectful. I'm just worried that if we block the borderline cases completely, people will start to cry: 'censorship!' <br/><br/>What do you think?]]>
      </content>
      <pubDate>Tue, 09 Nov 2010 03:39:38 -0500</pubDate>
      <description>
        <![CDATA[Thank you, DM, for taking the time to write this, and to the rest of you for adding your thoughts. I've been with SA almost from the beginning, and I can tell you that this has been an important issue to us from the start. If 'I may say so ourselves', we are pretty on top of abuse cases. All of us editors have to review the comment streams on the articles we publish regularly. Plus there are people monitoring all comments independently of that. But no system is foolproof and how to make it better is something we are constantly considering.<br/><br/>The guiding principle has always been: If we can develop a community with a level of discourse that is respectful as well as insightful and interesting, then we will truly be unique. Everyone wants to be part of something that is of high quality.<br/><br/>So, I like Eli's summation of your ideas, although I think there should be something in between 'report abuse' and 'great comment'. Some of our readers get carried away and they should learn to be more respectful. I'm just worried that if we block the borderline cases completely, people will start to cry: 'censorship!' <br/><br/>What do you think?]]>
      </description>
    </item>
    <item>
      <title>Barron's on Apple and Microsoft</title>
      <link>http://seekingalpha.com/article/216338/comments?source=feed#comment-1131978</link>
      <guid isPermaLink="false">1131978</guid>
      <content>
        <![CDATA[Dear readers,<br/><br/>I apologize for the misleading title. I chose it and not the author, and it was a poor choice! <br/>Thanks for your feedback and my apologies to the author, Andy Zaky, as well.<br/><br/>Judy Weil<br/>Opinion and Analysis Editor]]>
      </content>
      <pubDate>Sun, 25 Jul 2010 13:03:43 -0400</pubDate>
      <description>
        <![CDATA[Dear readers,<br/><br/>I apologize for the misleading title. I chose it and not the author, and it was a poor choice! <br/>Thanks for your feedback and my apologies to the author, Andy Zaky, as well.<br/><br/>Judy Weil<br/>Opinion and Analysis Editor]]>
      </description>
    </item>
    <item>
      <title>3 Reasons the Market Is Headed Upward</title>
      <link>http://seekingalpha.com/article/209765/comments?source=feed#comment-1065169</link>
      <guid isPermaLink="false">1065169</guid>
      <content>
        <![CDATA[Whoops- thanks for catching that! It's been fixed.]]>
      </content>
      <pubDate>Sun, 13 Jun 2010 15:09:39 -0400</pubDate>
      <description>
        <![CDATA[Whoops- thanks for catching that! It's been fixed.]]>
      </description>
    </item>
    <item>
      <title>3 Great Tech Stocks You've Never Heard Of</title>
      <link>http://seekingalpha.com/article/204215/comments?source=feed#comment-1018178</link>
      <guid isPermaLink="false">1018178</guid>
      <content>
        <![CDATA[Dear readers,<br/><br/>There has been some confusion about this article. The author's original article referred to Seagate Technology, which is how we reprinted it here on Seeking Alpha. Thanks to our observant readers, we were notified that the author likely meant STEC, and that is exactly what happened. The author had changed it on his site, and so we did on SA. He has also provided us with a disclosure, which is now indicated at the bottom of the article.<br/><br/>Thanks for all of your comments,<br/><br/>SA Editor Judy Weil]]>
      </content>
      <pubDate>Tue, 11 May 2010 12:28:24 -0400</pubDate>
      <description>
        <![CDATA[Dear readers,<br/><br/>There has been some confusion about this article. The author's original article referred to Seagate Technology, which is how we reprinted it here on Seeking Alpha. Thanks to our observant readers, we were notified that the author likely meant STEC, and that is exactly what happened. The author had changed it on his site, and so we did on SA. He has also provided us with a disclosure, which is now indicated at the bottom of the article.<br/><br/>Thanks for all of your comments,<br/><br/>SA Editor Judy Weil]]>
      </description>
    </item>
    <item>
      <title>Why There's No Reason to Worry About China Selling Off Its U.S. Treasury Holdings</title>
      <link>http://seekingalpha.com/article/189574/comments?source=feed#comment-906201</link>
      <guid isPermaLink="false">906201</guid>
      <content>
        <![CDATA[Great article- interesting insight from someone who knows the currency markets well.<br/>Thanks!]]>
      </content>
      <pubDate>Sun, 21 Feb 2010 04:08:24 -0500</pubDate>
      <description>
        <![CDATA[Great article- interesting insight from someone who knows the currency markets well.<br/>Thanks!]]>
      </description>
    </item>
    <item>
      <title>Why Cardinal Health Is the Best of the Bunch</title>
      <link>http://seekingalpha.com/article/182194/comments?source=feed#comment-869432</link>
      <guid isPermaLink="false">869432</guid>
      <content>
        <![CDATA[Fixed McKesson,<br/>Thanks!]]>
      </content>
      <pubDate>Wed, 27 Jan 2010 04:08:27 -0500</pubDate>
      <description>
        <![CDATA[Fixed McKesson,<br/>Thanks!]]>
      </description>
    </item>
    <item>
      <title>The Week Ahead: January 10-16, 2010</title>
      <link>http://seekingalpha.com/article/181829/comments?source=feed#comment-847581</link>
      <guid isPermaLink="false">847581</guid>
      <content>
        <![CDATA[Hi Jan,<br/>I've tested all three and they work for me. Maybe check your player? If not, perhaps try this link: <a rel='nofollow' target='_blank' href='http://www.marketwatch.com/video/asset/us-week-ahead-growth-in-earnings/832E78D1-B59A-4CBF-B7B3-2DAEBFAD829A'>www.marketwatch.com/vi...</a><br/><br/>Hope that helps,<br/><br/>Best, <br/><br/>Judy]]>
      </content>
      <pubDate>Tue, 12 Jan 2010 16:22:57 -0500</pubDate>
      <description>
        <![CDATA[Hi Jan,<br/>I've tested all three and they work for me. Maybe check your player? If not, perhaps try this link: <a rel='nofollow' target='_blank' href='http://www.marketwatch.com/video/asset/us-week-ahead-growth-in-earnings/832E78D1-B59A-4CBF-B7B3-2DAEBFAD829A'>www.marketwatch.com/vi...</a><br/><br/>Hope that helps,<br/><br/>Best, <br/><br/>Judy]]>
      </description>
    </item>
    <item>
      <title>Expect Apple to Lead Tablet Race Too</title>
      <link>http://seekingalpha.com/article/181765/comments?source=feed#comment-844417</link>
      <guid isPermaLink="false">844417</guid>
      <content>
        <![CDATA[Dear Readers,<br/><br/>The typos mentioned above have been fixed. We really appreciate your feedback and thank you for taking the time to note spelling and grammar mistakes. This sort of dialogue is one of the Seeking Alpha community's greatest strengths. Keep up the good work!]]>
      </content>
      <pubDate>Mon, 11 Jan 2010 03:07:16 -0500</pubDate>
      <description>
        <![CDATA[Dear Readers,<br/><br/>The typos mentioned above have been fixed. We really appreciate your feedback and thank you for taking the time to note spelling and grammar mistakes. This sort of dialogue is one of the Seeking Alpha community's greatest strengths. Keep up the good work!]]>
      </description>
    </item>
    <item>
      <title>WealthTrack: Why Jim Grant Is Bullish on the Recovery</title>
      <link>http://seekingalpha.com/article/170718/comments?source=feed#comment-753573</link>
      <guid isPermaLink="false">753573</guid>
      <content>
        <![CDATA[Dear Deehena,<br/><br/>It's available already: <a rel='nofollow' target='_blank' href='http://seekingalpha.com/article/172125-transcript-of-wealthtrack-s-interview-with-jim-grant'>seekingalpha.com/artic...</a><br/><br/>Best, <br/><br/>Judy Weil<br/>SA Editor]]>
      </content>
      <pubDate>Tue, 10 Nov 2009 08:31:41 -0500</pubDate>
      <description>
        <![CDATA[Dear Deehena,<br/><br/>It's available already: <a rel='nofollow' target='_blank' href='http://seekingalpha.com/article/172125-transcript-of-wealthtrack-s-interview-with-jim-grant'>seekingalpha.com/artic...</a><br/><br/>Best, <br/><br/>Judy Weil<br/>SA Editor]]>
      </description>
    </item>
    <item>
      <title>The Little Book that Beats the Market: Chapters 12 &amp; 13</title>
      <link>http://seekingalpha.com/article/170437/comments?source=feed#comment-740055</link>
      <guid isPermaLink="false">740055</guid>
      <content>
        <![CDATA[The mistake was ours, not the author's. Thank you for bringing it to our attention.]]>
      </content>
      <pubDate>Mon, 02 Nov 2009 08:37:53 -0500</pubDate>
      <description>
        <![CDATA[The mistake was ours, not the author's. Thank you for bringing it to our attention.]]>
      </description>
    </item>
    <item>
      <title>Alternate Business Models that Drive Retail Brand Value</title>
      <link>http://seekingalpha.com/article/170466/comments?source=feed#comment-740011</link>
      <guid isPermaLink="false">740011</guid>
      <content>
        <![CDATA[The title of this article has been changed to better reflect its subject matter. We apologize for the confusion.]]>
      </content>
      <pubDate>Mon, 02 Nov 2009 08:14:59 -0500</pubDate>
      <description>
        <![CDATA[The title of this article has been changed to better reflect its subject matter. We apologize for the confusion.]]>
      </description>
    </item>
    <item>
      <title>Weekly ETF Rewind: Maybe a Short Term Pullback Ahead?</title>
      <link>http://seekingalpha.com/article/149600/comments?source=feed#comment-593932</link>
      <guid isPermaLink="false">593932</guid>
      <content>
        <![CDATA[Hey Jeff, it's fixed here, but you may want to check the feed as it is still off.<br/>Thanks!<br/>Judy]]>
      </content>
      <pubDate>Sun, 19 Jul 2009 13:55:26 -0400</pubDate>
      <description>
        <![CDATA[Hey Jeff, it's fixed here, but you may want to check the feed as it is still off.<br/>Thanks!<br/>Judy]]>
      </description>
    </item>
    <item>
      <title>Underneath Berkshire Hathaway's Headline Numbers</title>
      <link>http://seekingalpha.com/article/136695/comments?source=feed#comment-497520</link>
      <guid isPermaLink="false">497520</guid>
      <content>
        <![CDATA[Fixed. Sorry about the mistaken tickers.<br/>-Ed.]]>
      </content>
      <pubDate>Sun, 10 May 2009 09:29:10 -0400</pubDate>
      <description>
        <![CDATA[Fixed. Sorry about the mistaken tickers.<br/>-Ed.]]>
      </description>
    </item>
    <item>
      <title>Homebuilders Agree: January Was A Good Month</title>
      <link>http://seekingalpha.com/article/119603/comments?source=feed#comment-441496</link>
      <guid isPermaLink="false">441496</guid>
      <content>
        <![CDATA[Hi Bill, <br/><br/>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?<br/>Do you get the sense that the worst has passed there?<br/><br/>Appreciate your thoughts,<br/><br/>Judy]]>
      </content>
      <pubDate>Thu, 26 Mar 2009 16:18:11 -0400</pubDate>
      <description>
        <![CDATA[Hi Bill, <br/><br/>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?<br/>Do you get the sense that the worst has passed there?<br/><br/>Appreciate your thoughts,<br/><br/>Judy]]>
      </description>
    </item>
    <item>
      <title>Housing Market Tracker - Construction Job Loss Impact</title>
      <link>http://seekingalpha.com/article/63800/comments?source=feed#comment-420116</link>
      <guid isPermaLink="false">420116</guid>
      <content>
        <![CDATA[Hi Bill,<br/>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.<br/><br/>ATB,<br/>Judy]]>
      </content>
      <pubDate>Tue, 10 Mar 2009 03:57:09 -0400</pubDate>
      <description>
        <![CDATA[Hi Bill,<br/>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.<br/><br/>ATB,<br/>Judy]]>
      </description>
    </item>
    <item>
      <title>Luxury Manhattan Real Estate Could Fall Another 50% - Barron's</title>
      <link>http://seekingalpha.com/article/121917/comments?source=feed#comment-408842</link>
      <guid isPermaLink="false">408842</guid>
      <content>
        <![CDATA[Hi Bill,<br/><br/>Interesting detail, thanks!<br/><br/>ATB,<br/>Judy]]>
      </content>
      <pubDate>Mon, 02 Mar 2009 03:27:56 -0500</pubDate>
      <description>
        <![CDATA[Hi Bill,<br/><br/>Interesting detail, thanks!<br/><br/>ATB,<br/>Judy]]>
      </description>
    </item>
    <item>
      <title>The $37B Roubini Forgot at Wells Fargo</title>
      <link>http://seekingalpha.com/article/122736/comments?source=feed#comment-403961</link>
      <guid isPermaLink="false">403961</guid>
      <content>
        <![CDATA[Fixed, thanks!]]>
      </content>
      <pubDate>Thu, 26 Feb 2009 00:56:22 -0500</pubDate>
      <description>
        <![CDATA[Fixed, thanks!]]>
      </description>
    </item>
    <item>
      <title>Barron's Plan to Save the Economy - For Just $200B?</title>
      <link>http://seekingalpha.com/article/120801/comments?source=feed#comment-391505</link>
      <guid isPermaLink="false">391505</guid>
      <content>
        <![CDATA[Excellent, insightful critique. I use Barron's very often in my research, and they have some great calls and some not-so-great calls. A critical eye is crucial to individual investors because even icons make mistakes. Thanks!]]>
      </content>
      <pubDate>Tue, 17 Feb 2009 01:02:42 -0500</pubDate>
      <description>
        <![CDATA[Excellent, insightful critique. I use Barron's very often in my research, and they have some great calls and some not-so-great calls. A critical eye is crucial to individual investors because even icons make mistakes. Thanks!]]>
      </description>
    </item>
    <item>
      <title>Annaly Capital To Take Fannie, Freddie's Place?</title>
      <link>http://seekingalpha.com/article/120748/comments?source=feed#comment-390223</link>
      <guid isPermaLink="false">390223</guid>
      <content>
        <![CDATA[Dear Schminkie,<br/><br/>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.<br/>Judy]]>
      </content>
      <pubDate>Mon, 16 Feb 2009 08:16:51 -0500</pubDate>
      <description>
        <![CDATA[Dear Schminkie,<br/><br/>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.<br/>Judy]]>
      </description>
    </item>
    <item>
      <title>How Weyerhaeuser's Results Reflect on Timber REITs</title>
      <link>http://seekingalpha.com/article/120054/comments?source=feed#comment-385077</link>
      <guid isPermaLink="false">385077</guid>
      <content>
        <![CDATA[Dear Scimitar,<br/><br/>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.<br/><br/>To read the transcript, you can click on the link in the article.<br/><br/>ATB,<br/>Judy]]>
      </content>
      <pubDate>Thu, 12 Feb 2009 02:07:55 -0500</pubDate>
      <description>
        <![CDATA[Dear Scimitar,<br/><br/>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.<br/><br/>To read the transcript, you can click on the link in the article.<br/><br/>ATB,<br/>Judy]]>
      </description>
    </item>
    <item>
      <title>Homebuilders Agree: January Was A Good Month</title>
      <link>http://seekingalpha.com/article/119603/comments?source=feed#comment-383325</link>
      <guid isPermaLink="false">383325</guid>
      <content>
        <![CDATA[Dear Bill, <br/><br/>Interesting comment.  Are you seeing banks lower their prices on REOs or just builders and investors unloading what they have? <br/><br/>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.<br/> <br/>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. <br/><br/>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.<br/><br/>Anyway, I appreciate your thoughts, as always,<br/><br/>Judy<br/><br/>Mcrem51 and Chipseal, glad you find this useful.]]>
      </content>
      <pubDate>Wed, 11 Feb 2009 00:14:14 -0500</pubDate>
      <description>
        <![CDATA[Dear Bill, <br/><br/>Interesting comment.  Are you seeing banks lower their prices on REOs or just builders and investors unloading what they have? <br/><br/>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.<br/> <br/>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. <br/><br/>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.<br/><br/>Anyway, I appreciate your thoughts, as always,<br/><br/>Judy<br/><br/>Mcrem51 and Chipseal, glad you find this useful.]]>
      </description>
    </item>
    <item>
      <title>Homebuilders Agree: January Was A Good Month</title>
      <link>http://seekingalpha.com/article/119603/comments?source=feed#comment-382038</link>
      <guid isPermaLink="false">382038</guid>
      <content>
        <![CDATA[Dear Equity Has No Clue, <br/><br/>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. <br/><br/>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.<br/><br/>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. <br/><br/>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. <br/><br/>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. <br/><br/>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!<br/><br/>All the best, <br/><br/>Judy]]>
      </content>
      <pubDate>Tue, 10 Feb 2009 08:13:32 -0500</pubDate>
      <description>
        <![CDATA[Dear Equity Has No Clue, <br/><br/>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. <br/><br/>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.<br/><br/>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. <br/><br/>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. <br/><br/>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. <br/><br/>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!<br/><br/>All the best, <br/><br/>Judy]]>
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