Lennar Corp (NYSE: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.
- Quote
- Commentary
- Scorecard
- Historical Prices
- Chart
- Stats
- Ratios
- Earnings/Growth Rates
- Statements
- SEC Filings
Recs
Low inventory turnover is not a good sign.
Recs
unpopular sector showing unpopular strength
Recs
Recs
6 PE ratio, spring will bring this one back to the 10s
Recs
Homebuilders are up (unrealistically so, perhaps) since July and could be subject to a pull-back. But longer term, they'll be back. Lennar and Toll Bros. are the best in this category and should be back even stronger.
Recs
LEN is heading further down with the rest of the real estate market. We saw an amazing amount of over building and over speculation that is not over with mild 2 quarter dip. This have only begun to get worse. These housing stocks' PE rations won't look so cheap on contracting earnings.
Recs
I'm going long the home builders... period. The short game is over.
Recs
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 expected mark, I think the pessimist will win out for most large scale investors.
After so many months of great returns, I think investors are willing to take their profits and look elsewhere, especially if the overall market really turns south.
Recs
If mortgage rates drop some by 2007 spring this stock will outperform the market.
Recs
Home builders are still very cheap - interests rates have settled down which should be good news. When it's all said and done, real estate is always a great place to put your money
Recs
you can't beat them down any longer!
Recs
housing moving
Recs
Housing market is a true bubble. As this slowly becomes apparent over the next 6 months, most housing stocks will start a steep decline. Traditionally in a bubble, the key players drop by at least 80 percent from their all time high.
Recs
buy from pessimists sell to optimists . . . paraphrasing ben graham here. . . anyhow, low debt/equity and trading near book. good way to invest in real estate now without having to take a loan. .
Recs
Homebuilders are trading at book value. Lennar is the bellweather stock for the group and is well positioned to weather the downturn. I feel that we will see cancellations and inventories level off over the next few weeks (which seasonally peak over the summer). Better to be back into this group early before the better numbers start to roll in.
Recs
compelling valuation
Recs
Bill Mann says homebuilders are cheap. I believe him enough to buy a basket of homebuilders in CAPS!!
Recs
Housing market is cooling off, so is this stock
Recs
It's going to get worse before it gets better. Sure it has a low P/E, but that's attractive only if one assumes earnings will be flat or increasing. But I don't think this will be the case. The rising supply in housing, plus the rising rates, plus the already high prices have chased away both the real and speculative demand. Granted, I live in California so my assessment is stilted toward extreme pessimism. But overall I don't see the same earnings power over the intermediate term.
In many ways, these homebuilder stocks are cyclicals. I would be looking at these when their P/Es look historically high (that is, when earnings have been depressed for awhile).
Recs
This is a good company in a now out of favor sector. I think that though it's a good company the stock isn't going to see much love from Wall Street at least in the short term.
RSS Headlines
Fool UK
- Show Me:
-
Outperform
-
Underperform
-
All
- Sort by:
-
Author
-
Recs
-
Date
-
Member Rating
-
Results 121 - 140 of 140 : « Previous 2 3 4 5 6 7