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Beazer Homes Can't Build HopeThu Nov 12th, 2009
Fil Zucchi Yesterday, biz TV went ga-ga over Toll Brothers (TOL) order numbers and the “unbelievable” 6.9% cancellation rate. Similarly, on Tuesday Beazer Homes (BZH) reported a shockingly bullish p |
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Upgrades & Downgrades: Adobe's On the UpTue Nov 10th, 2009
Justin Sharon Stocks surged, sending the S&P 500 up for a sixth straight session and propelling the Dow to a 13 month high, after a G-20 host became the market’s Darling for a day. Equities and ironies e |
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Ticker Shock: Three Reasons Crocs Could Bite BackFri Aug 7th, 2009
Glenn Curtis This is an open letter to construction workers worldwide -- or at least the ones I pass on my way home everyday: If possible, please stop doing work on bridges, tunnels, and roads into major bridges |
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Unilever Delivers In Europe, Homesick in USThu Aug 6th, 2009
Justin Sharon Minyan Morning Memo One to watch: Early this morning while you were sleeping, Anglo-Dutch consumer products company Unilever (UL) reported earnings. Though the results appeared to be in the eye of th |
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How Long Can Commercial Real Estate Remain Irrational?Fri Jun 5th, 2009
Fil Zucchi Dear Professor Zucchi,I know this is probably a redundant question, but when do you think reality will realign itself and the Proshares Ultrashort Real Estate (SRS) show some upward spunk?I read your |
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Homes Are Consumer Items - Not InvestmentsTue May 26th, 2009
Mike Mish Shedlock In response to my repost of a Wall Street Journal article about an aborted move by the Peacock family to sell a 10,000-square-foot home (complete with an exotic game room that featured a hyena a |
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Homebuilders Hoping Size Doesn't MatterMon Mar 30th, 2009
Andrew Jeffery After nearly 3 years of bleeding cash, US homebuilders are on shaky ground. The market for new homes is being decimated by rampant overbuilding during the boom, and by the flood of bank-owned propert |
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Housing Market: No Bottom in SightMon Mar 30th, 2009
Fil Zucchi Dear Professor Zucchi,So far as I can tell, there's a problem with buying residential real estate: No one is happy about the prospect of paying $5,000 a month for 10 years (for a $600,000 home) |
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Two Ways: Did Bernanke Light a Fire Under the Market's Bottom?Tue Mar 10th, 2009
Terry Woo Equity markets had their biggest rally this year after Federal Reserve Chairman Ben Bernanke outlined steps to fix the banking industry in a morning address. His remarks, delivered to the Counci |
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MV Weather Report: Citi, Bernanke Sweep Clouds AwayTue Mar 10th, 2009
Matt Theal What a day it was for the market. Turnaround Tuesday definitely lived up to the hype.Citigroup (C) came out and said they had 2 profitable quarters through the first 3 months of this year; all the ba |





