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  • Hovnanian Enterprises' Management Presents at DbAccess Global Industrials and Basic Materials Conference (Transcript) [View article]
    Hard to believe HOV doesn't know what their selling price on a per sq. ft. basis. Something misleading about that answer.
    Jun 14 06:38 AM | Likes Like |Link to Comment
  • Another day, another low-cost iPhone (AAPL +1.3%) report. RBC's Amit Daryanani says his checks indicate a cheaper iPhone with a plastic case and a 4" non-retina display is on the way. He thinks it will arrive in the June/July timeframe, sell for less than $400, and (after modeling various scenarios in a spreadsheet) add $22B in sales and $5 in EPS to Apple's 2014 results. For those keeping score, RBC, Jefferies, KGI Securities, Sterne Agee, and Goldman have all predicted a cheaper iPhone will arrive, but the details they provide vary plenty. [View news story]
    The idea of a cheap phone and wrist watch make no sense at all and the likelihood of Apple introducing either is SLIM.
    Mar 22 05:45 PM | Likes Like |Link to Comment
  • Why I Am Neutral About General Electric [View article]
    GE has forgotten how to do business the old fashioned way and keeps looking for a quick fix. The problem is too many execs running around the globe accomplishing precious little while telling everyone how busy they are.
    Mar 22 05:34 PM | 1 Like Like |Link to Comment
  • Lennar (LEN) CEO Stuart Miller is bullish on the housing market. "We are clearly in the midst of a recovery," he says. "Prices are moving up not because costs are moving up so much, but because demand is getting so strong." Just look at Nevada, one of the nation's hardest hit by the housing collapse. Despite a 334% surge in new foreclosures, builders are ramping up production. Housing starts in Las Vegas are up nearly 100% from a year ago. Miller says he wouldn't be surprised to housing starts get to 1.7M, even 2M nationwide at some point when the recovery really kicks in. [View news story]
    334% in foreclosures > great future
    Mar 16 05:49 PM | Likes Like |Link to Comment
  • Homebuilders Will Be Hurt by 20% Down Payment Rule [View article]
    You are absolutely correct.
    Mar 9 08:02 PM | 1 Like Like |Link to Comment