Part 4 – What Slow Down? Recent Commentary from Builders and Building Product Companies
Where can we see the number of mentions of backlog in earnings calls from year 2000 through 2012? Wouldn't it be instructive to see how these mentions fell into a pattern before and after the great housing crash in 2008?
I echo the above comment from PTG - do you guys have a comparable time series covering also the period pre and post US GFC, say 2005-20012 ?
Where can we see the number of mentions of backlog in earnings calls from year 2000 through 2012? Wouldn't it be instructive to see how these mentions fell into a pattern before and after the great housing crash in 2008?
I echo the above comment from PTG - do you guys have a comparable time series covering also the period pre and post US GFC, say 2005-20012 ?