f**********8
发帖数: 326 | 1 现在是时候加仓楼市的股票了。美国经济现在正从recover的初期到中期转变，楼市的
recover一般开始于recover中后期然后爬高于boom的全过程。根据目前经济数据，美国
楼市属于历史低位，而从银行业的数据看，美国银行业在recover中期，表现在季度EPS
，dividen，bonus，解决与政府债务状况时限等等。银行业的cover一般会带动楼市
cover，二者从而相辅相成，齐头并进，带动其他产业的复兴，把经济拉向顶峰。根据
这些情况看，楼市在年底会开始一个高速增长期，现在开始load楼市股票也许是获利最
大化的好时机。具体股票去google下。 | o*********l
发帖数: 1807 | 2 although I am not bullish on housing because there is no sign of loan growth throughout commercials banks but couple homebuilder stocks.TOL,
PHM,DHI,LEN,KBH,MTH,MDC,CHCI,OHBIQ,SPF,NVR. | f**********8
发帖数: 326 | 3 Here you go. Thanks for your pick.
【在 o*********l 的大作中提到】
: although I am not bullish on housing because there is no sign of loan growth throughout commercials banks but couple homebuilder stocks.TOL,
: PHM,DHI,LEN,KBH,MTH,MDC,CHCI,OHBIQ,SPF,NVR.
| f**********8
发帖数: 326 | 4 Well, if there is sign of lending from the news. That might be kind of late
to jump in since those MM already have taken some action ahead of the news.
growth throughout commercials banks but couple homebuilder stocks.TOL,
【在 o*********l 的大作中提到】
: although I am not bullish on housing because there is no sign of loan growth throughout commercials banks but couple homebuilder stocks.TOL,
: PHM,DHI,LEN,KBH,MTH,MDC,CHCI,OHBIQ,SPF,NVR.
| J**S
发帖数: 25790 | 5 现在太早了吧?
就业率还没有很大的改善，现在虽然经济有复苏的迹象，但是为了抑制通胀，美联储有
可能提高利率，这样贷款利率会比现在提高很多。 房价今年还有下降的空间。
个人看法，难道不对吗？ | d*****s
发帖数: 1407 | | f**********8
发帖数: 326 | 7 Not too long for the re-election... | a********h
发帖数: 819 | 8 I agree. all the headlines are bearish on housing, every average joe are
bearish or at least not bullish, I think it's close to bottom
The question is what's the best vehicle to bet on this?
home builder or REIT???
EPS
【在 f**********8 的大作中提到】
: 现在是时候加仓楼市的股票了。美国经济现在正从recover的初期到中期转变，楼市的
: recover一般开始于recover中后期然后爬高于boom的全过程。根据目前经济数据，美国
: 楼市属于历史低位，而从银行业的数据看，美国银行业在recover中期，表现在季度EPS
: ，dividen，bonus，解决与政府债务状况时限等等。银行业的cover一般会带动楼市
: cover，二者从而相辅相成，齐头并进，带动其他产业的复兴，把经济拉向顶峰。根据
: 这些情况看，楼市在年底会开始一个高速增长期，现在开始load楼市股票也许是获利最
: 大化的好时机。具体股票去google下。
| o*********l
发帖数: 1807 | 9 not the lending from the news. I follow commercial banks earning calls. most
top executives at CB are saying no growth yet, this coming quarter could be
ugly because last quarter's profit are from loan loss reserves. | r******s
发帖数: 519 | 10 我是做商业地产贷款的，完全没你想象的那么好，元气是得慢慢恢复，曲折啊。 | | | c******a
发帖数: 158 | 11 我们这边房地产这行几乎都死了，
你要说复苏，事实上谁不想复苏？但是谈这还太早！ | s*****r
发帖数: 1745 | 12 Buy CX, at least a lot better than betting on some individual homebuilders.
【在 a********h 的大作中提到】
: I agree. all the headlines are bearish on housing, every average joe are
: bearish or at least not bullish, I think it's close to bottom
: The question is what's the best vehicle to bet on this?
: home builder or REIT???
:
: EPS
| s*****r
发帖数: 1745 | 13 CX, SHW, my speculative housing recovery choices. | T*********6
发帖数: 14 | 14 Housing stocks have increased too fast in the last two weeks and will
decline for a while (about 2 weeks to 1 month). Mark my words.
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Recommend this book in Amazon:
Stock Investing Handbook: A Complete Guide to Investment Products,
Analytical Methods and Investment Strategies
EPS
【在 f**********8 的大作中提到】
: 现在是时候加仓楼市的股票了。美国经济现在正从recover的初期到中期转变，楼市的
: recover一般开始于recover中后期然后爬高于boom的全过程。根据目前经济数据，美国
: 楼市属于历史低位，而从银行业的数据看，美国银行业在recover中期，表现在季度EPS
: ，dividen，bonus，解决与政府债务状况时限等等。银行业的cover一般会带动楼市
: cover，二者从而相辅相成，齐头并进，带动其他产业的复兴，把经济拉向顶峰。根据
: 这些情况看，楼市在年底会开始一个高速增长期，现在开始load楼市股票也许是获利最
: 大化的好时机。具体股票去google下。
| o*********l
发帖数: 1807 | 15 April 7 (Bloomberg) -- Wells Fargo & Co., the largest U.S.
home lender, cut 1,900 employees from its mortgage unit, or less
than 1 percent of the workforce, as fewer would-be borrowers
submit applications for loans.
Wells Fargo told U.S. employees of the cuts on March 23,
giving them 60 days notice, Jason Menke, a spokesman for the San
Francisco-based bank, said today. Most employees were in interim
roles processing mortgage applications, and a “handful” were
in servicing operations. Some employees may be transferred to
other departments, he said.
“The mortgage business is incredibly cyclical and we have
to scale our operations according to customer demand,” Menke
said in a phone interview. Employees “were brought in for
short-term assignments when they were hired. They were told that
at some point these roles would end.”
Wells Fargo mortgage originations slipped to $386 billion
last year from $420 billion in 2009, according to the bank’s
fourth-quarter earnings statement. Pending mortgage applications
declined to $73 billion at the end of 2010 from $101 billion in
the third quarter, the bank said. Wells Fargo had 272,200
employees at the end of December, according to a filing.
The average rate on a typical U.S. fixed-rate 30-year
mortgage increased to 4.89 percent on April 6 from 4.20 percent
in November, according to bankrate.com, a North Palm Beach,
Florida-based data firm.
For Related News and Information:
Wells Fargo earnings: WFC US EM
Wells Fargo total returns: WFC US TRA
Day’s best/worst financial stocks: S15FINL MRR1
Financial stocks this year: S15FINL GP YTD
Top financial-company news: FTOP | s*********g
发帖数: 18 | 16 所有人悲观的时候进入。在底部的图形一定很难看。不过楼市已经到底了。 | z****p
发帖数: 38 | 17 How do you know 楼市已经到底了? It is dropping.
【在 s*********g 的大作中提到】
: 所有人悲观的时候进入。在底部的图形一定很难看。不过楼市已经到底了。
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