Comments on: The Commercial Real Estate Sector: As The Other Shoe Drops – Be Wary of Bank Stocks

By: CIT Goes Over a Cliff

CIT Goes Over a Cliff — Thu, 16 Jul 2009 15:52:42 +0000

[...] loans, so it will be interesting to see what kind of impact this will have on the already tenuous commercial real estate [...]

By: The Commercial Real Estate Fallout

The Commercial Real Estate Fallout — Fri, 19 Jun 2009 14:58:42 +0000

[...] does this have to do with commercial real estate and shopping malls? Plenty. As I’ve said before, it all starts with the [...]

By: How to invest real estate | The Commercial Real Estate Fallout: Profiting From the Death of the Shopping Mall - Contrarian Stock Market Investing News - Featuring Bargain Stocks

Thu, 18 Jun 2009 19:33:34 +0000

[...] does this have to do with commercial real estate and shopping malls? Plenty. As I’ve said before, it all starts with the [...]

By: Busy Man Fitness

Busy Man Fitness — Sat, 25 Apr 2009 02:17:54 +0000

I had also been looking for a way to play this BEFORE it got here.

I will be on the lookout for your recommendations my friend!

Thank you!

By: Commercial Real Estate Crisis: It’s nice to be first

Commercial Real Estate Crisis: It’s nice to be first — Thu, 23 Apr 2009 13:31:55 +0000

[...] fact, last Friday we published an article on the looming disaster in Commercial Real Estate. He showed readers why banking stocks aren’t the place to be right now because of the proverbial [...]

By: Wall of Worry Grows over Rally

Wall of Worry Grows over Rally — Tue, 21 Apr 2009 12:42:20 +0000

[...] potential for the “other shoe to drop.” And by shoe we mean the crashing of the commercial real estate markets. It’s not as [...]

By: Larry McClendon

Larry McClendon — Sat, 18 Apr 2009 19:18:51 +0000

This is real truth, sell all related property and dump all stocks and bonds . Go to cash on hand to
buy when market bottoms.and buy short treasury funds

By: Marvin

Marvin — Sat, 18 Apr 2009 00:36:32 +0000

4/17 letter, Comm RE:
I think your strategy is right on—sell short or buy SRS. My worry and question is relative to the Fed or Treas re-actions. What if they continue to print / issue paper to cover it up. Today for instance–SPG had a very nice up day……

Will the gov’mt ‘do a wallpaper job’ and throw the normal proceedings out the window. We surely can not
trust those manipulators. (?chance we have to take?)
Excellent work & letter. Thanks.

By: Charles Eson

Charles Eson — Fri, 17 Apr 2009 18:36:10 +0000

Thank you emensely for the tips on how to play this dropping shoe. Its much safer than trying to catch a falling knife. Your insight is amazing. Although I won’t hear the shoe (tree) drop as I won’t be in the “forest”, it will drop nonetheless.

By: dipankar sen

dipankar sen — Fri, 17 Apr 2009 18:30:14 +0000

Hi,

I would have thought that this would already have been factored in. Within what timeframe do you expect the next collapse? And how bad will it be? How long will the long trek back take? I have started buying small amounts of banking stocks by selling puts. Should I get out of them?
This sounds less like a comment and more a need for advice.