Lennar LEN

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    1. Lennar Surprises with Third-Quarter Order Strength; Shares Fully Valued

      Commentary

      Wed, 17 Sep 2014

      Lennar reported strong third-quarter results across ..... year-over-year basis. No-moat-rated Lennar ’s results compare favorably to other homebuilders ..... ramping incentives and slowing order growth. Lennar continues to show that it is one of the best

    2. Lennar Reports Good Second-Quarter Results, Bullish Outlook Toned Down Somewhat

      Commentary

      Thu, 26 Jun 2014

      Lennar reported healthy May quarter results despite a disappointing spring selling ..... owning. Key to achieving midcycle sales are industry underproduction, which Lennar estimates at 4 million homes, and favorable demographics. We anticipate

    3. Industrials Stocks: Automakers Look Undervalued

      Headlines

      Fri, 28 Mar 2014

      have given mixed signals. On one hand, the likes of Lennar LEN , D.R. Horton DHI, and PulteGroup PHM pointed to better ..... versus $993 million in 2013. Among the big builders, Lennar and Toll Brothers have the most attractive land positions

    4. Lennar Reports Another Strong Quarter, Offers Inconclusive Commentary on Spring Selling Season

      Commentary

      Fri, 21 Mar 2014

      strong February-quarter results, Lennar sounded cautiously optimistic regarding ..... party institutional funding sources, Lennar has commenced construction of 15 apartment ..... complete over the next four years, Lennar will have a growing stream of income

    5. Mutual Funds with a very high % of assets in one or a few stocks?

      Commentary

      Sun, 5 Jan 2014

      weighting in Morgan Stanley, another big position, at 14.53% of the mutual fund assets, in Citigroup, 10.73% in Lennar , 2 stocks with approx. 9% in each, and 5 stocks with approx. 7.5% portfolio weightings. He has a 133.73% net

    6. Global Economic Overview – November 2013

      Headlines

      Fri, 3 Jan 2014

      Lennar is operating under a different strategy than most other builders.

    7. Lennar Provides Strong 4Q Results and Bullish Market Commentary, but Gross Margins are Peaking

      Commentary

      Wed, 18 Dec 2013

      Lennar ’s fiscal fourth-quarter financial results ..... reported a sharper slowdown in new order units, Lennar only experienced a slight deceleration to 13 ..... interest rate rise. We continue to view Lennar as the builder best positioned to the multiyear

    8. Interest Rate Rise Results in Temporary New Order Slowdown in Lennar's 3Q

      Commentary

      Tue, 24 Sep 2013

      Lennar 's fiscal third-quarter financial results ..... at end of August). We continue to view Lennar as the builder best positioned for the multiyear ..... and we reiterate our no-moat rating. Lennar reported continued impressive improvements

    9. Housing Boosts Many Stocks

      Headlines

      Mon, 19 Aug 2013

      prepared, diversified portfolio. Large publicly traded housing companies such as Toll Brothers Inc. (TOL), Lennar Corp . ( LEN ) and KB Home (KBH) are up. But local, private companies build most residential houses, so how can individual

    10. Real Estate Is Back

      Headlines

      Wed, 17 Jul 2013

      Materials Co; Jacobs Engineering Group, Inc.; Toll Brothers, Inc.; Apartment Investment & Management Co A REIT; Lennar Corp Cl A; and Quanta Services Inc. The top ten holdings represented 55.61% of assets. 4. Whirlpool Corp. represented

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