Lennar LEN

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    1. D.R. Horton Maintains Outlook Despite Competitors’ Warnings; Shares Remain Overvalued

      Commentary

      Mon, 26 Jan 2015

      supporting strong unit sales growth. Also encouraging were comments that it is not seeing the sales incentive pressures that Lennar and KB Home recently reported, nor has it witnessed a sales slowdown in Texas, approximately 25% of Horton’s closing

    2. Lennar to Houston: We have a problem

      Headlines

      Thu, 15 Jan 2015

      (Reuters) - Lennar Corp , the second-largest U.S. homebuilder by the number of homes sold, said it expects 2015 margins to be squeezed as falling oil prices hurt demand in Houston, a city heavily dependent on the energy sector.

    3. UPDATE 3- Lennar to Houston: We have a problem

      Headlines

      Thu, 15 Jan 2015

      * Shares fall as much as 9 pct; rivals also decline (Adds details from conference call)

    4. Lennar Confirms Our Thesis That 2014 Served as Peak Gross Margin Year for Builders

      Commentary

      Thu, 15 Jan 2015

      Lennar 's impressive run of year-over-year ..... since the third quarter of fiscal 2011. Lennar guided to fiscal 2015 home sale gross margins ..... basis points lower than fiscal 2014 levels. Lennar 's margin trajectory is weakening due to

    5. Lennar profit rises 50 pct on higher home sales

      Headlines

      Thu, 15 Jan 2015

      Jan 15 (Reuters) - U.S. homebuilder Lennar Corp reported a 50 percent rise in quarterly profit as it sold more homes at higher prices, and said orders rose 22 percent.

    6. 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-managed

    7. 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

    8. 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-than-seasonal ..... versus $993 million in 2013. Among the big builders, Lennar and Toll Brothers have the most attractive land positions

    9. 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 ..... third-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-producing

    10. 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

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