Latest ideas and analyses related to homebuilders

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DHI

+10 pts



Very much appreciate you sharing these, thanks so much. Trying to understand the opportunity in buying them at these low valuations and housing demand levels...

By realmomobags on April 14, 2022, 10:41 a.m.
Tagged topics: homebuilders

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SWK

+31 pts



$SWK : Refined Growth Strategy and Attractive Valuation

By KHUN on April 14, 2022, 8:42 a.m.
Tagged topics: homebuilders

Views: 18, Votes: 2, Responses: 0, Attachments: 1
MHK

+31 pts



$MHK : Trying to Catch the Rising Costs; Initiating with a Neutral Rating

By KHUN on April 14, 2022, 8:39 a.m.
Tagged topics: homebuilders

Views: 7, Votes: 2, Responses: 0, Attachments: 2
AZEK

+31 pts



$AZEK : The Great Outdoors; Initiating with an Outperform Rating

By KHUN on April 14, 2022, 8:38 a.m.
Tagged topics: homebuilders

Views: 9, Votes: 1, Responses: 0, Attachments: 1
PHM

+44 pts



$PHM : Strong Potential Returns and Discounted Valuation

By KHUN on April 14, 2022, 8:36 a.m.
Tagged topics: homebuilders

Views: 24, Votes: 3, Responses: 0, Attachments: 1
DHI

+42 pts



$DHI : Reducing Capital Intensity via Land Strategy; Initiating with a Neutral Rating

By KHUN on April 14, 2022, 8:36 a.m.
Tagged topics: homebuilders

Views: 27, Votes: 3, Responses: 1, Attachments: 1
KBH , TOL , DHI , TMHC , LEN

+1 pts



Looking for last week’s Credit Suisse initiation of US Homebuilders incl $KBH $TOL $DHI $TMHC $LEN

By realmomobags on April 11, 2022, 1:21 p.m.
Tagged topics: homebuilders

Views: 15, Votes: 2, Responses: 0, Attachments: 0
TW

+1 pts



Super, thank you! Much appreciated. This community rocks. :-)...

By realmomobags on March 25, 2022, 6:13 p.m.
Tagged topics: homebuilders

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TW

+24 pts



Just posted here https://street-guru.com/opinion/uk-housebuilders-assessing-cladding-risk-for-the-sector-persimmon-best-positioned-as-requested_20220325_455/...

By cassie on March 25, 2022, 12:27 p.m.
Tagged topics: homebuilders

Views: 4, Votes: 2, Responses: 1, Attachments: 0
TW

+2 pts



Request for the JPMorgan UK homebuilder report published today, Barratt, Vistry, Taylor Wimpey.

By realmomobags on March 25, 2022, 4:30 a.m.
Tagged topics: homebuilders

Views: 16, Votes: 1, Responses: 2, Attachments: 0
KBH , LEN , TMHC , BZH , DHI , MTH , TOL

+12 pts



Posted here: https://street-guru.com/opinion/tmhc_kbh_homebuilders-reports-as-requested_20220113_485...

By realjoe on Jan. 13, 2022, 4:46 p.m.
Tagged topics: US housing , homebuilders

Views: 2, Votes: 2, Responses: 0, Attachments: 0
TMHC , KBH , BZH , TOL , DHI , LEN , MTH

+3 pts



Any recent research on the US homebuilders? Much appreciated. They all look very cheap right now.

By realmomobags on Jan. 12, 2022, 7:53 p.m.
Tagged topics: US housing , homebuilders

Views: 24, Votes: 2, Responses: 1, Attachments: 0