$400,000 is insane. You can buy a house every year.

I like AIG to $40 by year-end as a result of these moves.

New home starts are not always an accurate gauge of the overall economy. Many are built on spec and not necessarily sold in the near term. I sell homes in the NY area, mostly re-sales. My colleagues are seeing an increase in sales, not major, but a noticeable increase. We are moving in the right direction.

All my friends who have Comcast are very critical of the service. We do need more choice and hopefully Apple, Amazon and others will break the cable monopolies and force better service and pricing.