PHM : Analysis & Opinions

  1. Homebuilders Stock Outlook - Dec 2013 - Industry Outlook

    December 23, 2013
    Homebuilders Stock Outlook - Dec 2013 - Industry Outlook
  2. Move Over, Baby Boomers -- This Group Of Consumers Wants The ...

    September 3, 2013
    In the 1980s and '90s, an investor theme emerged that likely played a role in a 20-year upward move for the stock market. ...
  3. Short Sellers Increase Stakes in Toll Bros., M/I Homes (MHO, ...

    August 28, 2013
    The short interest moves in residential construction stocks were mixed again during the early weeks of August, as concerns ...
  4. Taper Coming Despite Weak Data? - Ahead of Wall Street

    August 26, 2013
    This morning's weak Durable Goods report and Friday's New Home sales number raise doubts about the economy.
  5. Homebuilding Stock Outlook - Aug 2013 - Industry Outlook

    August 22, 2013
    Homebuilding Stock Outlook - Aug 2013 - Industry Outlook
  6. Masco Subsidiary to Expand in N.Y. - Analyst Blog

    July 12, 2013
    American/Hungerford Building Products, a wholly-owned subsidiary of Masco Corporation recently announced its plans to expand ...
  7. Masco Unit Expands in Louisiana - Analyst Blog

    July 11, 2013
    Williams Insulation, a wholly-owned subsidiary of Masco Corporation recently announced its plans to expand into Lake Charles, ...
  8. Masco Unit Expands into New Jersey - Analyst Blog

    July 9, 2013
    Red Lion Insulation, a wholly-owned subsidiary of Masco Corporation recently announced its plans to expand into the Farmingdale, ...
  9. Stock Market News for June 20, 2013 - Market News

    June 20, 2013
    Benchmarks were battered on Wednesday after Bernanke said the Central Bank might cut back on the $85 billion bond purchase ...
  10. Stock Market News for June 18, 2013 - Market News

    June 18, 2013
    Benchmarks chalked up gains on speculation that the Federal Reserve will implement policies in favor of strengthening the ...
  11. Vulcan Materials Stays Neutral - Analyst Blog

    January 29, 2013
    On Jan 28, we maintained a Neutral recommendation on Vulcan Materials Company (VMC) despite poor third quarter results due ...
  12. Stock Market News for January 29, 2013 - Market News

    January 29, 2013
    Discouraging home sales data overshadowed better-than-expected reports on durable orders, dragging the S&P 500 and the Dow ...
  13. Another Weak Quarter for Fastenal - Analyst Blog

    January 17, 2013
    Fastenal Company (FAST) reported diluted earnings of 33 cents per share in the fourth quarter of 2012, up 10.0% on the back ...
  14. Stock Market News for January 11, 2013 - Market News

    January 11, 2013
    Encouraging reports from China and Europe lifted global investor sentiment, helping benchmarks finish in the green on Thursday. ...
  15. Stock Market News for January 9, 2013 - Market News

    January 9, 2013
    Benchmarks closed in the red for the second consecutive day as investor concerns about fourth-quarter earnings once again ...
  16. Homebuilding Stock Review & Outlook - Jan 2013 - Industry Outlook

    January 8, 2013
    After the tough years 2006-2007, the housing market is now recovering steadily. The stability in the home buying market, ...
  17. Stock Market News for January 2, 2013 - Market News

    January 2, 2013
    Benchmarks ended 2012 on a high note as U.S lawmakers were very close to sealing a deal on the Fiscal Cliff issue. Stocks ...
  18. What Could Happen To The Home Builders' Sector In 2013

    December 24, 2012
    The year ahead looks good for homebuilders.
  19. Housing Recovery to Slacken in 2013? - Analyst Blog

    December 21, 2012
    According to data from the National Association of Home Builders, each home built creates an average of three jobs for a ...
  20. Stock Market News for December 20, 2012 - Market News

    December 20, 2012
    Talks between Democrats and Republicans on the Fiscal Cliff issue took a negative turn, dragging the benchmarks into the ...
  21. Stock Market News for December 18, 2012 - Market News

    December 18, 2012
    Investor sentiment was boosted by signs of progress in the Fiscal Cliff negotiations, driving the benchmarks higher on Monday. ...
  22. Lennar and Other Big Movers In Capital Goods on December 17, ...

    December 17, 2012
    The Nasdaq has increased 0.5%, the S&P 500 has risen 0.6% and the Dow has moved up 0.5% on a good day for the market so far. ...
  23. Is Housing Ahead of Itself? - Analyst Blog

    December 10, 2012
    Yet for all the optimism, housing is still in a fragile recovery. Many millions of home owners have more outstanding on their ...
  24. Will Homebuilders Continue To Outperform?

    November 28, 2012
    We look at whether or not the rally in homebuilding stocks is likely to continue in 2013.
  25. Is XHB a Better Housing ETF Play? - ETF News And Commentary

    November 27, 2012
    Despite some sluggish employment growth, the all-important housing market appears to be back on track. The segment has been ...
  26. Stock Market News for November 21, 2012 - Market News

    November 21, 2012
    Federal Reserve Chairman Ben Bernanke's statement that the central bank does not have tools to combat the impending "fiscal ...
  27. Stock Market News for November 20, 2012 - Market News

    November 20, 2012
    Benchmarks carried their winning momentum into the second-consecutive trading day, banking on optimism about positive developments ...
  28. Stock Market News for November 1, 2012 - Market News

    November 1, 2012
    It was business as usual for markets on Wednesday following two days of closure due to Hurricane Sandy and it ended almost ...
  29. Stock Market News for October 26, 2012 - Market News

    October 26, 2012
    Benchmarks added paltry gains following a batch of mixed earnings releases and positive domestic and international economic ...
  30. Missed Investment Opportunities Of 2012

    October 25, 2012
    Looking at the rear-view mirror can help provide insight into prospective asset performance. Here are are five strong investments ...
  31. Stock Market News for October 3, 2012 - Market News

    October 3, 2012
    Benchmarks ended mixed yesterday after a favorable housing report countered apprehensions about the Spanish bailout. Uncertainty ...
  32. Stock Market News for September 27, 2012 - Market News

    September 27, 2012
    European debt concerns and disappointing housing data dragged the benchmarks into the red for the third straight day. Moreover, ...
  33. Lennar Rebuilding, But Valuation Overbuilt

    September 25, 2012
    Lennar's orders and profits seem to be rebounding nicely. However, Lennar isn't much of a bargain and homebuilders may be ...
  34. Stock Market News for September 24, 2012 - Market News

    September 24, 2012
    Benchmarks ended almost flat on Friday despite the initial push by Spain's bailout hopes and the initiation of Apple's iPhone ...
  35. Stock Market News for September 20, 2012 - Market News

    September 20, 2012
    A strong pair of housing sector reports helped benchmarks end in the green yesterday. Following the robust four-day rally ...
  36. Stock Market News for September 17, 2012 - Market News

    September 17, 2012
    Benchmarks rose to new multi-year highs on Friday after the Federal Reserve announced big plans to boost the economy. The ...
  37. Stock Market News for August 30, 2012 - Market News

    August 30, 2012
    GDP data showed a slight increase from the initial estimate on Wednesday, which coupled with strong housing data helped the ...
  38. Stock Market News for August 29, 2012 - Market News

    August 29, 2012
    Markets were reluctant to move yesterday once again as mixed economic data provided no definite clue to the investors about ...
  39. Stock Market News for August 23, 2012 - Market News

    August 23, 2012
    Fed minutes suggested that monetary stimulus would be arriving soon and benchmarks pared much of their initial losses to ...
  40. Lennar and Other Capital Goods Stocks Making Big Moves on August ...

    August 22, 2012
    The Nasdaq is trading down 0.2%, the S&P 500 has slipped 0.4% and the Dow has decreased 0.5%, marking a bad morning for the ...
  41. Stock Market News for August 17, 2012 - Market News

    August 17, 2012
    Benchmarks posted decent gains on Thursday backed by encouraging earnings from Cisco and a statement by Angela Merkel that ...
  42. Stock Market News for August 16, 2012 - Market News

    August 16, 2012
    Signs that inflation was under control and manufacturing was picking up pace was of little help to the markets as they closed ...
  43. Stock Market News for July 13, 2012 - Market News

    July 13, 2012
    Positive initial claims data could hardly help the markets avoid its sixth-consecutive day of losses, as worries over the ...
  44. Can the First Half's Big Winners Stay Strong? - Real Time Insight

    June 29, 2012
    As the first half of 2012 draws to a close, many investors are looking back on what has been a tumultuous start to the year. ...
  45. Stock Market News for June 28, 2012 - Market News

    June 28, 2012
    Encouraging economic readings on housing and factory orders combined to lift the markets into the green for the second consecutive ...
  46. Company News for June 27, 2012 - Corporate Summary

    June 27, 2012
    "    Apollo Group Inc. (NASDAQ:APOL) surged 10.3%, a day after it posted third quarter earnings per share of $1.20, beating ...
  47. Stock Market News for June 20, 2012 - Market News

    June 20, 2012
    With the commencement of the Federal Open Market Committee's two-day meeting, investors were once again hopeful about fresh ...
  48. Stock Market News for May 8, 2012 - Market News

    May 8, 2012
    Markets ignored apprehensions arising out of political changes in Greece and France, and but for the Dow, the benchmarks ...
  49. Zacks Earnings Trends Highlights: PulteGroup, Weyerhaeuser, Apple ...

    May 3, 2012
    Zacks Earnings Trends Highlights: PulteGroup, Weyerhaeuser, Apple - Press Releases
  50. Homebuilders Targeting New Highs

    April 28, 2012
    Homebuilding stocks are setting up for a run to significant new highs in the months ahead, and now is the time to manage ...
  51. The Future the Market Sees

    April 14, 2012
    Investors are betting most heavily and consistently on a US housing and consumer spending recovery, writes ...
  52. Don't Buy the Homebuilders Now

    March 24, 2012
    With bullish sentiment on the homebuilders uncomfortably high and volume not supporting the recent highs, now is clearly ...
  53. Housing Can Turn the Tide

    March 20, 2012
    Barron’s may be a little late in trumpeting the housing recovery, but it’s not wrong. And that means near-term ...
  54. 4 Housing Stocks Building Strong Bases

    March 16, 2012
    Builders have been showing technical strength, and companies from related industries are also rebounding from prior lows. ...
  55. Lennar Cautiously Optimistic About 2012

    January 13, 2012
    2012 could finally be the beginning of a slow but much needed recovery in housing.
  56. S&P 500 - November 2011 Winners

    December 2, 2011
    The best performing stocks in the S&P 500 in November had a variety of companies from the energy, homebuilding and consumer ...
  57. Toll Teetering

    August 25, 2011
    With a sagging order book, Toll is looking like more risk than it's worth.
  58. Gloomy Outlook For Real Estate Market

    August 9, 2011
    Despite an increased workload by home builders, there are still rough days ahead for the real estate market.
  59. Fidelity National Less Of A Bargain

    August 2, 2011
    Fidelity National is no longer the bargain it was earlier in the year.
  60. 3 Stocks Swirling the Drain

    July 29, 2011
    Borders, the second largest bookstore in the US—like Blockbuster before it—failed to surprise Wall Street as ...
  61. Toll Brothers Shows Not All Housing Is Terrible

    June 1, 2011
    Toll Brothers is seeing rebounding orders, but this is not a widespread housing recovery.
  62. Foreign Buyers Eye U.S. Real Estate

    May 25, 2011
    The domestic housing may have finally received its white knight; foreign buyers.
  63. Wait For A Better Chance On Plum Creek

    April 27, 2011
    Timber is a great long-term asset, but timing still matters if investors want to avoid short-term losses.
  64. Lennar's Profit At Least Encouraging

    March 31, 2011
    Homebuilder Lennar posted a profit this quarter, but it was largely driven by areas beyond its core homebuilding business.
  65. February's S&P 500 Winners and Losers

    March 1, 2011
    See the best and worst performing S&P 500 stocks from February 2011.
  66. November’s Best And Worst S&P500 Stocks

    December 1, 2010
    The performance of these S&P500 stocks was far off market averages.
  67. More Housing Woes Hit Homebuilders

    June 25, 2010
    The housing market continues to struggle, but some home builders are going against the grain.
  68. Lumber Does Not Bode Well For Housing

    June 18, 2010
    Commodity lumber seems to be an uncanny forward indicator for home builder stocks, so the recent continuing slide in lumber ...
  69. Homebuilders Feeling Confident Again

    May 28, 2010
    Homebuilders are starting to accelerate purchases of land again due to higher housing demand and attractive prices from sellers.
  70. KB Home Still In A Rough Neighborhood

    March 29, 2010
    KB Home had a slightly lesser loss this quarter than last year's same quarter, but this shouldn't mask the depths or the ...
  71. The Rest Of The Homebuilder Story

    February 16, 2010
    Investing in homebuilder stocks shouldn't be a quick decision - there's a lot more to the valuation math than just what you've ...
  72. Building Investments In 2010

    January 21, 2010
    Recent momentum and stronger economic data are pointing to a strong 2010 for the housing industry.
  73. A Look Back at Home Builders

    December 31, 2009
    Housing got a boost during 2009 due to the arrival of government stimulus, but can it continue to rebound?
  74. A Look Back On Deals In 2009

    December 24, 2009
    2009 was an exciting year for mergers, buyouts, industry consolidation plays and hostile takeover attempts.
  75. Toll Brothers Sees Turnaround

    December 7, 2009
    The homebuyer credit is a very useful bandage, but it won't fix the problem in a few months. It is helping reduce inventory ...
  76. A Backdoor Move On Real Estate

    November 6, 2009
    Move Inc. offers a broad service to the overall real estate industry that is not necessarily dependent on home prices increasing.
  77. Homebuilder Stock Bubble Popped By Reality

    October 6, 2009
    Recent data suggests the homebuilding business is on the mend, but recent activity from some of these companies suggests ...
  78. September's Worst-Performing Mid Caps

    October 6, 2009
    Some old favorites returned to the list of worst-performing mid caps in the S&P 500.
  79. A Rising Tide Does Not Lift All Boats

    July 7, 2009
    The market had its best quarterky return since 1998, but not all stocks participated in this rebound.
  80. Building On A Shaky Foundation

    May 8, 2009
    Homebuilder earnings improve YoY, but still face an uphill battle.
  81. 5 Ways To Play The XHB

    April 13, 2009
    The Homebuilders SPDR ETF has taken a beating the last few years, but all is not lost for investors.
  82. Last Week's Flawed Winners

    December 1, 2008
    Should we trust the recent surge in stock prices from the likes of Pulte and Hovnanian? Probably not, but there are a few ...
  83. Homebuilder Rally Looks Premature

    November 26, 2008
    Recent Fed action to clear the mortgage funding logjam may not be enough to stop the housing market meltdown.
  84. Whirlpool Gets Flushed

    October 30, 2008
    A recap of Whirlpool's weak third quarter earnings results and what they say about the economy.
  85. DuPont - Better Investing Through Chemistry

    October 27, 2008
    DuPont is more than just a commodity company, but investors can profit from the misperception.
  86. Housing Stocks: Embrace Your Fear

    April 17, 2008
    A quiet rally is underway in the housing industry. Savvy investors have been making money there since the start of 2008. ...
  87. Subprime: The Story That Just Won't Die (KBH, PHM, TOL)

    October 5, 2007
    When will the bottom be in for homebuilders? Perhaps soon, but investors need to be careful.
  88. Hovnanian's Troubling Third Quarter A Harbinger? (HOV)

    September 19, 2007
    Hovnanian's dismal third quarter results could be a sign that the entire housing industry still has tough times ahead.
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