Meritage Homes Corp (NYSE:MTH)
The Company is a designer & builder of single-family attached & detached homes in southern & western US. It offers a variety of homes that are designed to appeal to a range of homebuyers, including first-time, move-up, luxury & active adult buyers.
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Recs
BoiseKen
(94.41)
Submitted: 4/2/2013 11:53:08 AM :
Start Price:
$33.13
MTH Score:
+27.80
Really happy to have the opportunity to re-double my CAPS commitment on MTH. This management team ruled the recession with smart balance sheet management, focusing on less expensive models, and options contracts for land lots. They are now primed to lead MTH through the new bull housing market. If management can survive a housing depression, what can they do for me in a housing rebound?!?!?
Recs
mrmeek
(57.33)
Submitted: 1/23/2013 1:53:20 PM :
Start Price:
$41.97
MTH Score:
+11.51
Meritage is positioned to gain as the housing market stablizes and the housing market returns to a more normal senario.
Recs
philedry
(47.41)
Submitted: 12/20/2012 12:37:03 PM :
Start Price:
$37.72
MTH Score:
+20.11
Want exposure to homes as the housing market turns a corner.
Recs
Recs
chk999
(99.98)
Submitted: 9/20/2012 1:14:26 PM :
Start Price:
$39.88
MTH Score:
+14.20
Probably turned the corner on home sales.
Recs
tad40
(99.76)
Submitted: 7/18/2012 5:34:32 PM :
Start Price:
$35.49
MTH Score:
+22.96
Real estate coming back.
Recs
aacole
(82.42)
Submitted: 1/25/2012 2:04:38 PM :
Start Price:
$27.84
MTH Score:
+57.69
I believe housing has hit bottom and will be going up.
Recs
goldminingXpert
(30.60)
Submitted: 10/12/2011 12:37:41 PM :
Start Price:
$10.64
MTH Score:
-275.48
Finally I shall be able to close this pick!
Recs
eugik
(< 20)
Submitted: 2/9/2011 8:59:30 PM :
Start Price:
$25.29
MTH Score:
+75.95
Housing rebound.
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BobBreton
(< 20)
Submitted: 12/4/2010 7:25:36 AM :
Start Price:
$21.34
MTH Score:
-104.25
Because meritage is run by insecure nepotistic fools
Recs
Option1307
(30.41)
Submitted: 9/20/2010 7:10:42 PM :
Start Price:
$18.82
MTH Score:
+121.02
I firmly believe now is the time to start going long home builder stocks. This sector has been absolutely destroyed the past several years and there continues to be a lot of bad press out there; however, this trend can't remain forever. I am not advocating that we are going to go back to the "glory days" of flipping crappy houses and buying McMansions with no proof of income etc., but people still need a place to live.
One of the largest misconceptions out there is that Home builders can't make money unless the RE market in the US returns to the 2004-2006 era. This is simply not true. What many people forget is that as the average home price has indeed collapsed, so have the input costs and builders are making some insane profit margins right now and should continue to do so going forward.
I'm not going into any specific details for MTH as it is not one of my favorites right now and this is a sector bet. For more thoughts on my general stance on Home Builder stocks see here: http://caps.fool.com/Pitch/MDC/5078974/yes-fools-you-are-seeing-that-.aspx
I don't expect instant results, but I am currently dipping my toes in the water and buying select HB stocks and I will continue to do so on any dips etc. 5+ years from now, you will be rewarded. Patience is a virtue.
Recs
nogolf
(42.04)
Submitted: 7/22/2010 2:20:09 PM :
Start Price:
$16.84
MTH Score:
+152.72
Uniquely positioned in very strong state. As homebuilding rebounds, this experienced, savvy builder will take advantage. Charts have moved price to very favorable position and housing rebound is just around the corner. 1 year max.
Recs
kurtdabear
(32.99)
Submitted: 2/18/2010 1:24:21 PM :
Start Price:
$21.79
MTH Score:
-84.05
MTH may turn out to be a survivor but home builders are going to be "sunk money" for a long time. Don't let a little short-term optimism based on a couple of government stimulus programs blind you to the market forces working against residential builders well into the foreseeable future. Many will not survive.
Recs
Hairetikos
(73.28)
Submitted: 11/10/2009 12:45:30 PM :
Start Price:
$19.32
MTH Score:
+112.60
Recovery of sector. Cash hoard.
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OptionsWizard
(21.63)
Submitted: 3/24/2009 6:49:39 PM :
Start Price:
$11.25
MTH Score:
-248.94
Will not see profitability this year. Who knows about next year. This stock in no way should be in double digits.
Recs
Recs
wjwcapital
(90.97)
Submitted: 1/14/2009 6:07:54 PM :
Start Price:
$10.76
MTH Score:
-275.29
Homebuilder with lots of debt and negative operating cash flows in the most recent quarter.
Recs
floridabuilder2
(99.63)
Submitted: 1/7/2009 11:17:14 AM :
Start Price:
$8.02
MTH Score:
+445.20
The CEO is a jerk and a dumb a$$. However, next to NVR you are pi$$ing money away betting against MTH. They have too many things working for them right now, whereas most builders have nothing working for them.
locations, lot take down schedules, short land position, only 82m in debt maturities in the next 4 years, one of the best backlogs per selling effort in the industry, one of the best absorption paces in the industry, to name a few
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