Housing
Homebuilders.....Watching The “Window”
Not all gloom and doom this month...Homebuilders approaching window where past busted bubbles have bounced.
Housing: Still Too Early To Invest (Or To Build)
It’s still too early, but at some point in the next 6 to 18 months, going long the homebuilders will probably become the single most contrarian—and potentially highly profitable—thing to do. But before that happens, we expect to see more blood in the streets.
View From The North Country
Doug Ramsey steps in as guest commentator in this month’s “View From The North Country” to highlight what we currently see as the bullish arguments for the stock market and contrast those with the bearish arguments.
The Homebuilding Group – Value Play Or Value Trap?
Everybody sure hates the Homebuilders. However, contrarians should take note of this month’s analysis of earnings prospects, insider selling/buying, and the outlook for future housing starts. Now is not the time to be bottom fishing here.
View From The North Country
Everybody sure hates the Homebuilders. However, contrarians should take note of this month’s analysis of earnings prospects, insider selling/buying, and the outlook for future housing starts. Now is not the time to be bottom fishing here. Nor is it time to be buying oil stocks.
View From The North Country
The perils of speculation in Housing…..lessons people are now learning. Also, client questions....and Leuthold's answers.
View From The North Country
Steve Leuthold lays out both the bullish and bearish stock market cases.
View From The North Country
Carnage and suffering in wake of Hurricane Katrina is tragic and almost unbelievable. However, investment implications may not be as negative as many are portraying.
View From The North Country
In my opinion, the U.S. stock market is entering the terminal phase of the current cyclical bull market, based on our historical studies of typical cyclical bull market duration and magnitude. To a lesser degree the same can be said for the economic expansion.
View From The North Country
A recap of the year so far, and our outlook for the second half of 2005.
View From The North Country
Leuthold outlines three conditions for “fixing” Social Security: Increased Retirement Age, Index Benefits To Price Index, and Means Testing.
View From The North Country
Weighing in on the current stock market positives and negatives currently being discussed by clients and Wall Street strategists.
Building a New Position: Housing
Buying 10% position in Housing. Moved up to Attractive last month, and currently the fourth highest ranked per our SS Scores. Expect current economic environment to be favorable for Housing.
Farm and Home
A historic look at farmland prices and home prices helps put today in proper perspective. Farmland price levels look especially vulnerable. Considering the high level of leverage now employed by some land owners, the high interest rates and the low cash flow, auction hammers may soon echo through rural America. Home prices are not as vulnerable but declines of 20% in nominal and real dollar values would not be surprising.
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