August 29, 2007
– Comments (4)
Read these posts. It's worth the time.
agreed, he/she knows what he/she is doing!
thanks for the props.... i think i will be doing a freshman 101 lesson next. Quick story.. a division president of a major homebuilder called my best friend (also a division president) and told him to go to MFCaps because this guy "Floridabuilder" is so on the money on his analysis. The article he referred to was the one on BAC. So my best friend checks out the blog, sees the Ferrari avatar, notices the writing style and humor and calls me up... Are you writing a blog on Motley Fool? I almost crapped my pants.. because we are tight he said he wouldn't tell anyone. I don't think my blog is a resume booster in the builder world.
Besides the really good blog. Floridabuilder pitches every one of his CAPs picks. My kind of player.
might you review my post on shorting home builders. Would love the big props from such a big time caps player.
I wrote a piece on Brookfield homes that illustrates the negative leverage in their model s home prices fall in California... combined with the Jumbo Mortgage problems - we can expect to see a disasterous combination of huge backlog shrinkage (cancellations), lower demand (prices), and substantially lower cash flow.
My Blog (Dexion10)