Toll Brothers, Inc. (TOL)

TMFWBuffettJr (99.71) Submitted: 3/07/07 5:11 PM : Start Price: $28.57 TOL Score: 22.78

Shady bastards. I hate this company. I hate it a lot. They remind me of the truck dealerships around here. Every month "is truck month! Come in for deals!" With TOL, every month is "the market bottom." Every single month. After five years of ...

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TMFBreakerBeth (88.39) Submitted: 5/17/06 1:56 PM : Start Price: $27.55 TOL Score: -23.25

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 les...

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jpauling352 (46.52) Submitted: 6/18/07 2:31 AM : Start Price: $32.60 TOL Score: -25.58

Toll Brothers trades slightly above book value and is not only profitable, but had a FCF of over $90M for the past 6 months. While anyone can speculate on the near future of home building, a profitalbe company at book value should not have much of do...

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Jeffreyw (92.45) Submitted: 8/07/06 7:31 PM : Start Price: $27.87 TOL Score: 24.98

With mortgage rates rising and inflation rising, home values will level off, demand will drop and baby boomers will be downsizing and cashing out of their homes. Interest-only mortgages will be forcing more bankruptcies, flooding the housing market w...

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joeku (< 20) Submitted: 2/28/08 2:12 AM : Start Price: $23.61 TOL Score: 4.14

housing is suffering prolonged and deep retraction.
there is no way we're seeing bottom at this moment.
I'd say it'll be until spring/summer of '09 before we see any sign of housing firming up. Until then, TOL is an underperformer in my view.

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myfurandwhiskers (< 20) Submitted: 8/25/06 6:53 PM : Start Price: $25.61 TOL Score: -16.63

The luxury housing market will remain active as us baby boomers start looking for that "last house I'll ever buy". Since the stock has been more than halved since mid '05, I think this might be a good entry point.

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MCKInathan (91.21) Submitted: 10/27/06 5:10 PM : Start Price: $29.47 TOL Score: 21.64

Lots of talk right now about whether the housing market will have a soft landing or is crashing. Either way, I see house building stocks heading south faster than the S&P. Speculation is high right now and since the economic growth report missed its ...

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TMFEldrehad (99.98) Submitted: 7/11/06 8:56 PM : Start Price: $25.52 TOL Score: -18.26

Sure, there are some signs of slowing here, but I see that as more of a macroeconomic issue rather than a company specific one. I've said it before, and I'll say it again, often the very best investments can be found by picking good companies in tem...

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pachelbel101 (< 20) Submitted: 2/28/07 4:43 PM : Start Price: $29.40 TOL Score: 20.31

The current P/E is 8.5, and the forward p/e is 18.13. This means the earnings are going to take quite a tumble. The market won't let the P/E increase, let alone double, on shrinking earnings. To keep the P/E somewhere near 8.5, the stock price wil...

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TallCoz (29.01) Submitted: 11/22/06 7:28 AM : Start Price: $30.18 TOL Score: -21.18

Picking a bottom is suicide; that said, when and if the housing market comes out of the doldrums, these guys will be there, strong, and they've been hit pretty hard already - over a long term, they should grow well.

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