Pulte Homes, Inc. (PHM)

land prices have fallen farther than I thought, I see UE reaching 12% by 2011... Pulte has too much land and will not participate in the biggest fleecing of banks in the history of the US. Focus on builders with low land positions

The Feds can't solve all problems, nor should they. This stock is being manipulated, in my estimation. They're sitting on a bunch of inventory that isn't going to be purchased anytime soon.

At the beginning of 09' Pulte had a 3.2 billion dollar debt load, with over 1 billion coming due in the next 5 years and was hemorrhaging cash. Meanwhile, Centex had a 3.3 billion dollar debt load, with over 1.5 billion coming due in the next five years and was also bleeding cash. So what did they decide to do? Take a flying leap into each others arms and create a massive, debt-riddled, cash-burning example of everything that was wrong with the housing bust. Congratulations! Owe, and I'm sure all of that shadow inventory the banks are keeping off the market will work wonders for the homebuilders in the coming years. Yay homebuilders!

why isnt this trading at $2 ?

never ending supply of knife catching fools ?

The entire housing industry is going further down and this company is going down with it. I know that the builders and developers claim that they have not overbuilt, but they say that everytime we have a good real estate market, and they all always overbuild and ruin it.
On a further not, I know that the PE ratios of these companies look miniscule. But when you consider how much earnings will shrink, the future PE's are actually much higher. Expect more weakness before an improvement.

I'm feeling a bottom on the home building stocks. Home builders know the climate and have made adjustments. Yeah, it'l take time before they start making good money again however they aren't going to continue to get battered.

It's not ever going to see 10 again floridabuilder!

Everything I've seen & read (including the latest Earnings Report) indicates extreme and justifiable negativity....no surprise. More importantly, there's no end in sight with things likely to get worst before there is any hope for a turnaround. At least a year or more...also no surprise.

So why does this stock rise? Just don't get it, as the long-term play seems too risky. "Shorts" the driving force? Again, don't get it and wouldn't buy (into) it....Worst now then @ its $8.20 52-week low. The only difference is now we know more how much worst off...with yet more to come.

alright hes my new thesis...an interesting one..probably will be wrong but who knows: housing will be down significantly this week due to the federal reserve addressing inflation at the next meeting. The rally on anticipated rate cut is overdue and housing is back for a pullback.

Pulte Home has the system to deliver a home on time. From ground breaking to punch lis, Pulte completes a home in about 50 - 55 days. I know because I bought one and they gave me the date we were to close, and guess what? Pulte was dead on time! I have never dealt with a homebuilder that did that.

Centex is a company they bought because Pulte was running out of dirt to build homes on. Centex owns a lot of dirt but doesn't have the assembly line home building skills Pulte perfected, and it is a good marriage I feel will reward patient shareholders.

This is also a baby boomer play. Pulte is the best of breed in active adult living communities, and bought Del Webb. Pulte has needed some time to learn how to deal with the retirement crowd but they've figured it out.

When I bought my home I was annoyed the sales person kept telling me "no," everytime I asked if I could pay for a personal upgrade. However, looking at it from an owner's point of view, Pulte eliminates 3 days of waiting for buyers to choose amenities. The time saved gives Pulte the advantage of controlling the manufacturing and eliminating the variables that slows down cash coming in - buyers taking time to decide.

I am a Pulte homeowner and shareholder, willing to take the long road for Pulte and Centex to figure out the best way to merge their operations. I understand Centex owns a lot of dirt in areas like Arizona, New Mexico, and Pacific Northwest' all desire able destinations for aging baby boomers looking for a home in the country, with fellow aging hippies.

Pulte continues to win J.D. Powers owner satisfaction awards before the merger, and after. So, while the numbers are horrible the future appears bright. If you are a true contrarian who wants to own a company responsive to their home owners, Pulte is the builder for you.

While shopping in Northern, CA for a new construction home, my wife and I always gravitated to the Pulte floor plans. They are open, filled with light, and appear to be designed with the woman of the house in mind. We bought in Georgetown, TX, about 40 miles north of Austin. It is a great community and neighbors care about each other. This is the hippie commune that finally came together.

Buy Pulte while it is cheap. They will get their mojo back on track, once the transitional growing pains are worked out. Remember, we aren't getting any younger!

idea: with the housing market in deep trouble and pulte homes having a recent run-up i feel safe to short this stock all the way back down...though housing will bottom sometime during the summer i do not feel as if it will be now with all the bad news coming out very soon with earnings and conference calls.

I'm convinced we're just in the beginning of the housing decline. Besides these homes are cheaply built.

Nobody will want to pay the heating and cooling bills for McMansions. Foreclosures are cheaper. The P/E is atrocious.

This is a contrarian pick in an industry that is very much out of favor. Pulte has the financial strength and experience to withstand this current bear market and will come out of this a winner.

Cyclical value

Immensily overvalued with a PE of close to 200. The winter months will further hurt homebuilders, already combined with a bad market and the mortgage debacles of late equals disaster.

housing sector has to work its way out before things get good....massive foreclosures coming...bottom has not been reached and may be retested before we see a true bottom.

From my short ideas/valuation screen

hoping for a turnround