tl's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/169355/comments http://seekingalpha.com/article/112268-why-a-revamped-housing-plan-should-be-government-s-first-priority?source=feed#comment-338201 338201
The homebuilders overbuilt, causing this housing glut (and crash). Yes, easy access to credit fueled the mania, but the homebuilders still were to ones who built the darn homes! They could have scaled back construction several years ago when plenty of people were warning that a housing bubble was forming. But no, the homebuilders kept building anyway.

Now the homebuilders want to the gov't to "save the housing market"??

Again: are you kidding me?
]]> Thu, 25 Dec 2008 13:11:58 -0500
The homebuilders overbuilt, causing this housing glut (and crash). Yes, easy access to credit fueled the mania, but the homebuilders still were to ones who built the darn homes! They could have scaled back construction several years ago when plenty of people were warning that a housing bubble was forming. But no, the homebuilders kept building anyway.

Now the homebuilders want to the gov't to "save the housing market"??

Again: are you kidding me?
]]> http://seekingalpha.com/article/96113-hank-paulson-leading-us-to-the-next-bull-soon?source=feed#comment-257865 257865 Thu, 18 Sep 2008 09:22:27 -0400 http://seekingalpha.com/article/83447-banks-are-bearish-or-hedging-financials-and-real-estate?source=feed#comment-197967 197967 Thu, 03 Jul 2008 11:03:10 -0400 http://seekingalpha.com/article/78616-is-oil-a-bubble-part-one?source=feed#comment-173064 173064 Sat, 24 May 2008 00:24:04 -0400 http://seekingalpha.com/article/78616-is-oil-a-bubble-part-one?source=feed#comment-173063 173063 www.bloomberg.com/apps...]]> Sat, 24 May 2008 00:23:12 -0400 www.bloomberg.com/apps...]]> http://seekingalpha.com/article/76981-nar-s-lawrence-yun-continues-to-mislead-on-housing?source=feed#comment-166758 166758 Tue, 13 May 2008 10:04:55 -0400 http://seekingalpha.com/article/76981-nar-s-lawrence-yun-continues-to-mislead-on-housing?source=feed#comment-166754 166754
Please explain why you see the rental market heating up.]]> Tue, 13 May 2008 10:02:04 -0400
Please explain why you see the rental market heating up.]]> http://seekingalpha.com/article/74262-st-joe-should-climb-25-barron-s?source=feed#comment-157674 157674 Sun, 27 Apr 2008 21:57:19 -0400 http://seekingalpha.com/article/74065-reits-an-update?source=feed#comment-157422 157422 Sun, 27 Apr 2008 10:27:18 -0400 http://seekingalpha.com/article/74065-reits-an-update?source=feed#comment-157108 157108
I think you're right: REIT stocks will ultimately correct. But while you wait to be proven right, your SRS falls further. Maybe shorting IYR is the smarter play -- but there are obvious risks doing that as well.]]> Sat, 26 Apr 2008 11:26:55 -0400
I think you're right: REIT stocks will ultimately correct. But while you wait to be proven right, your SRS falls further. Maybe shorting IYR is the smarter play -- but there are obvious risks doing that as well.]]> http://seekingalpha.com/article/73677-vacancies-soar-in-commercial-real-estate-bust?source=feed#comment-155593 155593
Yes, there will be weakness in CRE. The forecasted 19% vacancy rate by 2009 would not be surprising.]]> Wed, 23 Apr 2008 21:15:41 -0400
Yes, there will be weakness in CRE. The forecasted 19% vacancy rate by 2009 would not be surprising.]]> http://seekingalpha.com/article/72085-ultrashort-real-estate-etf-the-only-safe-haven-for-commercial-reits?source=feed#comment-151094 151094
Mortgage REITs like RAS make up a small portion of IYR and SRS. For SRS to really move up, equity REITs need to show weakness.]]> Tue, 15 Apr 2008 11:41:25 -0400
Mortgage REITs like RAS make up a small portion of IYR and SRS. For SRS to really move up, equity REITs need to show weakness.]]> http://seekingalpha.com/article/72106-ultra-and-inverse-etfs-the-downside-of-doubling-up?source=feed#comment-150087 150087 Sun, 13 Apr 2008 21:53:17 -0400 http://seekingalpha.com/article/72106-ultra-and-inverse-etfs-the-downside-of-doubling-up?source=feed#comment-150085 150085
finance.yahoo.com/q/bc...
]]> Sun, 13 Apr 2008 21:52:26 -0400
finance.yahoo.com/q/bc...
]]> http://seekingalpha.com/article/72106-ultra-and-inverse-etfs-the-downside-of-doubling-up?source=feed#comment-150083 150083
Here's a perfect example. Note that the chart shows that when the lines cross, the intersections occur at lower levels over time. If it were true that ultrashorts provided a true 2:1 return, then the intersections on these charts should always occur at the 0% line.

finance.yahoo.com/q/bc...
]]> Sun, 13 Apr 2008 21:48:55 -0400
Here's a perfect example. Note that the chart shows that when the lines cross, the intersections occur at lower levels over time. If it were true that ultrashorts provided a true 2:1 return, then the intersections on these charts should always occur at the 0% line.

finance.yahoo.com/q/bc...
]]> http://seekingalpha.com/article/72085-ultrashort-real-estate-etf-the-only-safe-haven-for-commercial-reits?source=feed#comment-149741 149741 FFO), not forward earnings. Granted, FFO is a metric created by the REIT industry, so maybe it's not a true measure of a REIT's financial health (anyone remember those late 90's upstart telecoms that were promoting their EBITDA instead of earnings?). But the fact is that FFO is what is used by the investment community to evaluate REITs. So an analysis of forward FFO might be more appropriate.]]> Sun, 13 Apr 2008 10:17:27 -0400 FFO), not forward earnings. Granted, FFO is a metric created by the REIT industry, so maybe it's not a true measure of a REIT's financial health (anyone remember those late 90's upstart telecoms that were promoting their EBITDA instead of earnings?). But the fact is that FFO is what is used by the investment community to evaluate REITs. So an analysis of forward FFO might be more appropriate.]]> http://seekingalpha.com/article/70345-are-reit-s-fairly-valued?source=feed#comment-132970 132970 Fri, 28 Mar 2008 10:51:28 -0400 http://seekingalpha.com/article/70345-are-reit-s-fairly-valued?source=feed#comment-132866 132866 Fri, 28 Mar 2008 07:18:21 -0400