Lennar Corp (LEN)
Primarily sell single-family attached and detached homes, and to a lesser extent, condominiums, in communities targeted to first-time, move-up and active adult homebuyers.
Recs
EBStroke
(< 20)
Submitted: 11/27/2009 1:21:30 PM :
Start Price:
$14.52
LEN Score:
+10.12
Maintining a T-down on all home builders - we are not out of the woods yet by a long shot! Applies to commercial properties too.
Recs
cvdynasty7
(98.63)
Submitted: 11/16/2009 10:36:14 AM :
Start Price:
$14.69
LEN Score:
+10.89
This is going down... watch and see
Recs
DarthMaul09
(98.58)
Submitted: 11/7/2009 1:36:38 AM :
Start Price:
$14.41
LEN Score:
+12.26
A bounce up possibly related to the recent government extension of housing tax break, but this may just add a little more air to the housing bubble and not really correct the underlying problems. With unemployment continuing to rise and the eventual rise in the interest rate, there appear to be too many dangers to be long on the housing industry.
Recs
jmt587
(99.83)
Submitted: 10/28/2009 11:33:25 AM :
Start Price:
$12.73
LEN Score:
+2.82
Shorting all the 1 star home builders I have room for.
Recs
pjani06
(98.15)
Submitted: 10/9/2009 2:06:02 AM :
Start Price:
$14.37
LEN Score:
+13.25
per floridabuilder
Recs
Displacement
(89.21)
Submitted: 9/25/2009 6:07:16 PM :
Start Price:
$14.67
LEN Score:
+16.83
Another homebuilder/"neo-urbanist" developer on the ropes. Love the company, hate what's going to happen to them over the next couple of years while they wait out the housing dump.
Recs
tsperbeck
(98.80)
Submitted: 7/23/2009 12:06:58 PM :
Start Price:
$11.50
LEN Score:
+0.83
Housing market has not hit bottom. FB.
Recs
hieuusa
(29.74)
Submitted: 6/25/2009 3:03:51 PM :
Start Price:
$9.05
LEN Score:
-22.17
real estate needs more time to improve
Recs
Option1307
(30.93)
Submitted: 6/17/2009 4:59:06 PM :
Start Price:
$7.85
LEN Score:
-43.85
I don't believe in homebuilders for the long run, well not many at least; however, this is more of a short term play as I believe there is more downside here.
Recs
cashsage
(96.87)
Submitted: 6/16/2009 3:39:41 PM :
Start Price:
$7.70
LEN Score:
-46.21
LEN has a too high valuation compared to its sales potential. It is also loss making at least until 2010.
Recs
OtherOracleOfOMA
(99.61)
Submitted: 6/11/2009 7:25:17 PM :
Start Price:
$8.15
LEN Score:
-40.44
30-year Treasury yield. 'nuff said.
Recs
SideShowMel0329
(96.67)
Submitted: 4/11/2009 1:04:13 AM :
Start Price:
$7.91
LEN Score:
-32.15
Recent pop provides a great shorting oppurtunity
Recs
Recs
Wifeb123
(93.81)
Submitted: 3/12/2009 12:04:21 PM :
Start Price:
$7.74
LEN Score:
-15.07
Is the P/E thing broken? It says 391.00. Thats not possible is it?!
Recs
SolarisKing
(27.57)
Submitted: 3/12/2009 1:10:15 AM :
Start Price:
$7.61
LEN Score:
-15.53
FloridaBuilder.
uhhh. . . . and any body who worked in home building for the last 25 years knows that there is no need to build a house in america anytime in the "next decade", to quote Specbear.
Half the homebuilders in the US will be gone soon, or reduced to a shadow of their former glory.
On the other hand, my caps score is going down, so don't listen to me.
Recs
homliss
(< 20)
Submitted: 3/6/2009 11:47:41 AM :
Start Price:
$6.15
LEN Score:
-45.65
too many homes now
Recs
Paxtor
(30.98)
Submitted: 2/6/2009 11:31:12 AM :
Start Price:
$8.19
LEN Score:
-25.32
From the Fraud Institute report:
"A significant issue for Lennar is the level of debt carried by the joint
ventures (unconsolidated entities) it is involved with. This debt is referred
to as “off balance sheet” because Lennar doesn’t report it on its own
financial statements. And while this reporting may comply with the
accounting rules, it is often conveniently used by companies that want to
hide their true financial condition."
Recs
tixareforkids
(98.57)
Submitted: 1/23/2009 2:43:53 PM :
Start Price:
$6.79
LEN Score:
-55.01
floridabuilder2
Recs
jester112358
(30.25)
Submitted: 1/21/2009 3:08:09 PM :
Start Price:
$6.64
LEN Score:
-59.52
BK candidate
Recs
icanpickm
(95.56)
Submitted: 1/20/2009 10:05:19 PM :
Start Price:
$9.31
LEN Score:
-12.62
Mountains of debt and no way to pay it off until land appreciates. That could be a decade. Too many limited partnerships that are doing just as bad as the industry. I think it is going below one dollar.
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