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Beazer Homes Can't Build Hope

Thu 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

Upgrades & Downgrades: Adobe's On the Up

Tue 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

Ticker Shock: Three Reasons Crocs Could Bite Back

Fri 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

Unilever Delivers In Europe, Homesick in US

Thu 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

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

Homes Are Consumer Items - Not Investments

Tue 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

Homebuilders Hoping Size Doesn't Matter

Mon 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

Housing Market: No Bottom in Sight

Mon 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)

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

MV Weather Report: Citi, Bernanke Sweep Clouds Away

Tue 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
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