Buyer of my homebuilder research: I’ve never gotten a bigger return for the value. Paid $25 pay for the report, invested $4k in KBH Jan 15’16 $15 put since August  and closed today [mid-Jan 2015] for $3.2k profit.
The price of lumber is the “tell-tale” of the tape. It sold down hard early in the year and got a manipulated dead-cat bounce along with oil. It’s limit-down today and headed back to multi-year lows:
Homebuilder sentiment peaked in mid-2005, just in time for Dow Jones Home Construction Index to plunge from 1,039 to 140 over the next 3 years – click to enlarge:
Outside of AMZN and private Silicon venture plays – which can’t be shorted – the homebuilder sector is THE best sector of the market to make a lot of money shorting. My reports will help you understand why:
HOMEBUILDER SHORT SELL REPORTS
This sector has more debt and more overvalued inventory than it did at the peak of the market in 2005/2006. The p/e ratios are several multiples higher. The last of the public has gorged on easy credit and “easy flips.” This will be worse than the bear that started in 2005/2006 – the second leg down in bear markets always is…
Once I get my reports updated, I will be raising the price.