1-26-07 Long Suns, Short Cuban


Wallstrip (aka Howard) has searched for someone that agrees with us on today’s headline. Steve Hilton, CEO of Meritage Homes, does just that.

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17 responses so far ↓

  • howard lindzon // Jan 26, 2007 at 7:16 am

    15 in a row baby…

  • mpbk // Jan 26, 2007 at 9:32 am

    I prefer the softer lighting in these interviews over the lighting in front of the green screen.

  • kj // Jan 26, 2007 at 10:12 am

    When did it with Ryland (ryl) one stock we actually made money on, it more than doubled.

  • istockdog // Jan 26, 2007 at 11:57 am

    80 million b-booms. A big beautiful Green building fad for bigger homes, second homes, third homes fueling more real estate speculation, sprawl, and encroachment.

    Continuing to ignore climate change, drought, and an unsustainable energy future.

  • howard lindzon // Jan 26, 2007 at 12:14 pm

    istockdog

    sounds like you should go short and retire when all this happens :)

  • r dean // Jan 26, 2007 at 12:37 pm

    FLASH: Cash-back mortgage fraud story now sucking all the air out of Phoenix housing market (sorry, Greg Swann, the jig is up)

    ARIZONA HOUSING IMPLOSION CODE RED!!!!

    http://housingpanic.blogspot.com/2007/01/flash-cash-back-mortgage-fraud-story.html

  • istockdog // Jan 26, 2007 at 1:02 pm

    howard, the potential of crisis is not yet triggering fund movement to the short side. They are betting/hoping foreign money and B-booms will continue returning to the market and fuel even higher market records. Then funds will switch sides.

  • howard lindzon // Jan 26, 2007 at 1:19 pm

    r dean

    but what about the suns. there is no bear case here

    and,

    cheer up, the southwest is a homerun.

  • Lindsay Campbell // Jan 27, 2007 at 2:53 am

    I’m with istockdog on this one. Not really going to matter how big your home is when we’re all underwater. :( Wallstrip should plant 1000 trees to make up for this unenvironmentally-aware episode. Instead, may I suggest that everyone follow this link and buy these lightbulbs? http://care2.greenhome.com/products/lighting/light_bulbs/

  • jvon // Jan 27, 2007 at 7:54 am

    Love the blooper bits at the end. :) I hope you guys never start taking yourselves too seriously (I see no evidence of it yet).

    Solid and informative interview.

  • jvon // Jan 27, 2007 at 8:03 am

    Oh and great link Lindsay, thank you. I was looking for an LED spotlight a few months ago and couldn’t find one.

  • Wallstrip Weekend - Airline Stocks | Wallstrip // Jan 27, 2007 at 11:47 am

    […] ← 1-26-07 Long Suns, Short Cuban […]

  • istockdog // Jan 27, 2007 at 12:29 pm

    Lindsay, then Howard must be thinking “Mountains are a homerun” :)
    I predict there is more than humans driving climate change, but I’ll wait for another show to voice my opinion.

    If climate change is only about the human impact, energy conservation is making headlines in Davos, which is buzzing with the word Negawatt [link below].

    Imagine civilization reaches a time where laws are passed restricting each person to a maximum square foot living/working space. The dude in Telluride with the 30,000 sq ft infloor heated castle, where he doesn’t live, will be bummed. Otoh, if everything is under water, Faery and I will meet you at the castle!

    http://www.worldchanging.com/archives/005924.html

  • istockdog // Jan 27, 2007 at 12:55 pm

    Hi Howard,

    Ford and GM making big suv’s loosing billions. Govt bailouts in the wings…

    Airlines cannot exist without govt help…

    And now homebuilders building everyone a castle or three…

    Govt works in mysterious ways when the sacred economy is threatened. Autoaircastle are obsolete technologies that simply need to die for civilization to move on. It’s the metal and concrete tire around our neck, as we prepare to tread water. :)
    Btw, the format of Wallstrip ensures I miss your blog entry, which helps me understand your perspective better. I suggest you combine the areas into one, beneath the show.

  • howard lindzon // Jan 27, 2007 at 6:44 pm

    istock

    my posts are below the show - just scroll down

  • istockdog // Jan 27, 2007 at 7:01 pm

    howard, I was speaking about your ‘home’ blog posts.

    http://www.wallstrip.com/theshow/

    If a user accesses a show through the archive, they do not have access to your Wallstrip blog ‘review’.

  • Homebuilder Stocks - RYL TOL XHB MTH 013007–Online Stock Trading | Stock Trading Online // Jan 30, 2007 at 9:58 pm

    […] One stock in the Homebuilders sector I would avoid is MTH. When a stock isn’t following others in the sector, it’s a red flag. I watched the interview on Wallstrip with the CEO of MTH. He sure makes it sound good. I just gotta ask myself, is that a head and shoulders formation that’s ready to take MTH down to 35? If it breaks that support, it looks like a short to me. […]

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