ProLogis Q2 2008 Earnings Call Transcript
July 24, 2008
ProLogis Inc. (PLD)
Q2 FY08 Earnings Call
ProLogis Q2 2008 Earnings Call Transcript
The Ryland Group, Inc. Q2 2008 Earnings Conference Call Transcript
July 24, 2008
The Ryland Group, Inc. (RYL)
Q2 2008 Earnings Call Transcript
The Ryland Group, Inc. Q2 2008 Earnings Conference Call Transcript
The Housing Bill and the House Hank Helped Build
July 24, 2008
Matt Cooper (Portfolio.com) submits:
If you’re trying to talk an insane person off a ledge, you’re going to do everything you can to calm them down and get them to come inside. You’re not going to remind them that, well, their life does kind of suck and they have to take more responsibility for the mess they find themselves in. That would not be a good idea.
When you have an economic mess like the one we’re in now–falling housing prices, a credit crunch, unstable capital markets, and whacked-out energy prices–you need a big cup of calm. And the housing bill that passed the House of Representatives this week should provide some chamomile tea (if not Xanax) for a jittery economy.
The Housing Bill and the House Hank Helped Build
Pulte Homes, Inc. Q2 2008 Earnings Call Transcript
July 24, 2008
Pulte Homes, Inc. (PHM)
Q2 2008 Earnings Call
Pulte Homes, Inc. Q2 2008 Earnings Call Transcript
Agriculture: Are There Still Bulls in the Supermarket?
July 24, 2008
Hard Assets Investor submits:
By Eli Neusner
You don’t need me to tell you that, over the past six months, food prices have been climbing through the roof of your neighborhood grocery store. A combination of factors have brought food inflation upon us, including greater worldwide demand, isolated food shortages, weather and currency swings. The price of oil has also had an impact. Not only do higher fuel prices make farming and the transporting of foodstuffs more expensive, but the production of alternative fuels, such as ethanol, has also pushed up corn and other grain prices.
Agriculture: Are There Still Bulls in the Supermarket?
Why the Housing Bill Won’t Help the Housing Market
July 24, 2008
The Housing Bill going through Congress will not solve the nation’s housing problem. Congress would like to help homeowners who are overextended, as well as prospective home buyers. By extension, they want to help home-builders and developers and the whole food-chain involved in the residential construction sector. The housing bill will not help.
The real problem: too many housing units. Today the Census Bureau released second quarter data on vacancy rates, and the numbers are still ugly.
Can we solve this oversupply of housing by making mortgages easier to get? The problem is really too big for mortgage reform to fix. But if it did, we’d aggravate the excess supply of rental housing:
It’s important to keep both markets in mind. Rentals can be converted into condos, which happened at the height of the home ownership boom (2004). New condos can be made into apartments, which is happening now as recently-completed condos sit vacant. Single family homes can be rented out or not. And if the single-family market improved just a bit, homebuilders sitting on lots would try to interest the public in new houses. The surplus in rental markets makes the surplus of owner-occupied housing that much harder to resolve.
Why the Housing Bill Won’t Help the Housing Market
24 Jul 2008 16:00:00 - Top 5 Stocks up on Unusual Volume
July 24, 2008
| Intraday Unusual Volume - Top 5 Up |
| Symbol | Volume % Change |
Price % Change |
News | |
| VITL | 1330% |  73.11% |
news | |
| PNSN | 725% | 16.87% |
news | |
| VDSI | 607% | 13.40% |
news | |
| QDEL | 434% | 20.81% |
news | |
| GSIC | 431% | 14.91% |
news | |
|
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24 Jul 2008 16:00:00 - Top 5 Stocks up on Unusual Volume
Tracking Sentiment in the Movement of Sectors and Asset Classes
July 24, 2008
Brett Steenbarger submits:
I recently noted the stock sector rotation that had dramatically shifted patterns of performance in the market. Tracking these themes has been key to trading the market so far this week.
Above we see percent changes in the S&P 500 Index (SPY); the financial sector within the S&P 500 universe (XLF); the homebuilders index ($HGX); the consumer discretionary stocks within the S&P 500 (XLY); oil (USO); gold (GLD); yields on the ten-year Treasury note ($TNX); and energy stocks within the S&P 500 Index (XLE).
Tracking Sentiment in the Movement of Sectors and Asset Classes
The Nature of a Crowded Trade: This Time It’s Housing
July 24, 2008
David Merkel submits:
Let me start off with two Columnist Conversation posts that talk about crowded trades:
When Is a Trade Crowded? 8/9/2006 9:35 AM EDT
The Nature of a Crowded Trade: This Time It’s Housing
Fixed-Income Money Managers Sour on Market Outlook
July 24, 2008
Research Recap submits:
Fixed income money managers are increasingly gloomy about the investment outlook, according to the latest Fitch Ratings/Fixed Income Forum Survey.
Responses from the latest survey completed in June place hopes of stabilization for the housing and credit markets deeper into 2009, and reveal new worries about inflation and oil price volatility.
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