The Builders Are the Wrong Play on the Home Sales Data (RealMoney.com $)
Simply put, there's too much inventory in the system right now for these to be the winners.
12:29PM 12/22/09
Buying in the Builders Is Too Early (RealMoney.com $)
The stocks could plummet once again on too-high estimates.
02:03PM 12/16/09
Real Estate Headlines Look Overblown (RealMoney.com $)
Some personal experience flies in the face of the dire reports.
04:16PM 12/10/09
Cramer's 'Mad Money' Follow-Up: Nov. 20
Here's how some of Thursday's 'Mad Money' stocks fared on Friday.
05:15PM 11/20/09
Options Expiration Is Another Wrinkle (RealMoney.com $)
I'd otherwise recommended buying on this misplaced gloom over housing.
10:24AM 11/18/09
Missing the Big Picture (RealMoney.com $)
Don't heed the pundits; allow yourself to believe things are improving.
06:30AM 09/17/09
Bears Face Heavy Odds (RealMoney.com $)
Central banks keep money flowing, and that will help banks, housing and infrastructure.
09:41AM 08/24/09
Parallel Housing Universes (RealMoney.com $)
In one it's stabilizing, in the other it's doing better -- the truth lies in between.
01:23PM 08/17/09
Go With the Banks, Not the Builders (RealMoney.com $)
Homebuilders just don't have a compelling case until home prices appreciate.
06:05PM 08/11/09
Why the Rally Suddenly Makes Sense (RealMoney.com $)
The jobs report backs it up in a big way and removes a lot of worry.
12:10PM 08/07/09
Catch up on his thinking on the hottest topics of the past week.
10:00AM 08/01/09
You Can't Afford to Be Certain (RealMoney.com $)
If you wait for market conditions to reach perfection, you'll be waiting a long time.
04:43PM 07/30/09
Contradictions Abound (RealMoney.com $)
The market isn't making a lot of sense, but the positive action is clear.
10:09AM 07/29/09
Autos and Housing Picking Up Steam (RealMoney.com $)
These are very important trends to watch on the macro and micro fronts.
04:28PM 07/27/09
We Want Sales of New Homes to Dry Up (RealMoney.com $)
Read between the lines -- poor sales mean the homebuilders won't be tempted to flood the market.
03:08PM 06/24/09
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