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$20.36 1.49 (7.90%)
10/10/2008 4:01 PM

Toll Brothers, Inc. (TOL)

CAPS Rating:
*

Designs, builds, markets & arranges financing for single-family detached & attached homes in luxury residential communities. Also involved in projects building, or converting existing rental apartment buildings into, high-, mid- & low-rise luxury homes.

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Recs

6

Avatar TMFBreakerBeth (88.37) Submitted: 5/17/06 1:56 PM : Outperform Start Price: $27.55 TOL Score: 5.04

Very undervalued. Yes, the housing bubble is supposed to be bursting and all, but I contend that TOL is priced for conditions in the industry to get much worse than I believe they're going to get. Further, Toll's high-end market is likely to be less affected by recessionary woes than the broader housing market.

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Avatar TMFEldrehad (99.99) Submitted: 7/11/06 9:22 PM

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I agree with you, and as of today, am hopping on this train. As I said in my own pitch, there may still be some pain ahead for both of us here - but at a trailing P/E of less than 5.0, I think there will be more than enough long-term returns once the housing market turns around to compensate us for the shorter term risk we're taking.

It may take a while, but I think time is on our side with this one.

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Avatar SCVPhD (53.97) Submitted: 9/21/06 3:20 PM

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That is the exact same thesis as I have made, which led me to purchase TOL shares. Way to go Beth!

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Avatar TMFBreakerBeth (88.37) Submitted: 6/27/07 10:48 AM

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. . . Updating: I still believe it's time for quiet and patient accumulation of shares in this sector.

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