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Valuentum Commentary
Dec 12, 2013
Toll Brothers Sees Leveling of Demand But Outlook Remains Strong
The homebuilder hinted at a leveling of demand during the previous six weeks, but we’re not reading too much into it. The fundamental outlook for homebuilders remains strong, but underlying equity prices already reflect this. Nov 27, 2013
Housing, Hormel and Hewlett-Packard
News was positive for the housing industry, Hormel Foods and Hewlett-Packard Tuesday. Oct 28, 2013
Homebuilders Report Nice 3Q; We’re Not Putting New Money to Work in Them
Let’s take a look at third-quarter results from PulteGroup and M/I Homes. Sep 27, 2013
Third Quarter Results at Lennar and KB Home Were Resilient
Third quarter results at Lennar and KB Home were resilient, but backlog values were mostly caused by price increases rather than blockbuster unit growth. Pricing improvement and historically low interest rates continue to stand out as positive metrics for the industry. Aug 20, 2013
Why Valuation (Still) Matters: The Homebuilders
Shares of several homebuilders have fallen drastically as a result of higher interest rates and tough comparisons. Is the sector now undervalued? Jun 27, 2013
Positive US Housing Data Persists; The Recovery is Real
Several positive data points were revealed this week, demonstrating the strength of the US housing market. Jun 21, 2013
Why Valuation Matters: The Homebuilders
Homebuilders’ valuations looked stretched even before the announcement of a potential Fed taper. Housing fundamentals continue to improve, however. May 29, 2013
The Impact of the US Housing Recovery Cannot Be Underestimated
Valuentum reveals the far-reaching implications of a strengthening US housing market. Dec 4, 2012
Toll Brothers' Fourth Quarter Results Were Fantastic
Homebuilder Toll Brothers reported a blowout fourth quarter, but we don’t like the firm’s valuation. Nov 12, 2012
Jamie Dimon Agrees; Housing Is Back
We’ve been bullish on housing since the turn of the year, and recent results continue to confirm our viewpoint. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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