Yeah. I'm reviewing some of my previous end of year thoughts and making new ones. Boring Sat night.
Interestingly, someone pointed out that if home building stocks track the Dot Com washout, they should bottom around Feb 2008. Tech wreck lasted...
the issue with MBI and ABK is not the compeitive landscape of the Muni insurance market. If PE's and profit margins on future business were the...
ACA was never AAA. They were single A.
Todays news of Warren Buffett getting into the business is simply news of a incoming newcomer to a competitive marketplace.....nothing more...
YIkes. The Housing Crash is happening.
ABK was affirmed AAA with stable outlook by s&p. They have $55 in book value and another $30 in unearned premiums set to come in. My...
the drop was rather ridiculous. It is already a very competitive market with many players. One more not going to make a diference. More...
This collection of dog stocks I believe has good chance to be up 50% in 2008. Here they are. Monday is last day of tax selling. IMB ($6.15)...
GDP hovering right above zero and eanings are sucking and the Fed has already started cutting rates because of weak economy. So maybe the...
I can see a Crash happening in the next 3 weeks. But it will feel like more of a crash in emerging markets than in the U.S. Stock Market. It...
Now Cramer says HOV not going under. Thanks for the good prices Cramer!
The success of Hovnanian's sale of the century this weekend shows why the near term bankruptycy risk of publicly traded homebuilders is close to...
HB's are pricing in a high chance of Bankruptcy. A big rate cut will not make HB's profitable over the next 18 months, but may be enough to...
No. The end of driving season trade didn't work this year. It acutaly happened in July this year for whatever reason. Now inventories of...
That is same news as friday when default notices were given related to a their other bonds on friday. Same thing. My understanding is its a...
While we getting on Cramer's case, here is one last one. He poo pooed subprime as being trivial all spring and summer and then it turned out to...
Cramer loved HB's on one segment of his show in 2005 when he called them "Land Banks". Now after they fall 80% and are finally trading for a...
One more prediction. Cramer will jump on board and take credit for any HB rally. Just as he did on every bounce in the builders on the way down....
Ok, i'm holding Cramer to his call he is making tonight. 1 week before the fed meeting which is expected to mark the start of the easing cycle,...
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