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    1. PulteGroup’s Investor Day Showcases Its Resolve to Not Repeat Last Cycle’s Operational Missteps

      Commentary

      Tue, 9 Dec 2014

      and we strongly believe that the company is poised to earn the industry’s second-best ROICs over a full cycle, behind NVR . A rarity in homebuilding (until more recently), dividends and share repurchases should prominently figure in the cash deployment

    2. Pulte Continues Business Transformation in Third Quarter with Puts and Takes

      Commentary

      Thu, 23 Oct 2014

      greater representation from the first-time homebuyer. We like Pulte’s ongoing business model transformation to be more NVR -like but we reiterate that the timing for such a change could not be much worse given the stage of the housing cycle. Order

    3. Best Idea NVR ’s Gross Margins, New Orders Impress in Third Quarter

      Commentary

      Mon, 20 Oct 2014

      Best Idea NVR delivered strong third-quarter results ..... the three primary metrics we look to in NVR ’s quarterly results--homebuilding adjusted ..... all were encouraging. We continue to view NVR as a best-of-breed homebuilder with a

    4. Industrials: Pockets of Value in Automotive

      Headlines

      Wed, 1 Oct 2014

      AGCO AGCO below, but CNH Industrial CNHI and lift manufacturer Terex TEX are also undervalued. A pair is homebuilders ( NVR NVR and Pulte PHM) and another pair is aircraft manufacturers ( Airbus AIR and Bombardier BBD.B). Recent demand has been

    5. Same Story for Toll Brothers in 3Q: Strong Earnings, Weak Orders, Shares Overvalued

      Commentary

      Thu, 4 Sep 2014

      headwinds. A mix shift to higher-margin City Living condominiums will help mask underlying margin pressure, though. We maintain our $27 fair value estimate for Toll Brothers and continue to prefer land-light NVR over all other builders.

    6. NVR Reports Nice Bounce-Back Performance in 2Q With Substantial Buybacks; Reiterate as Best Idea

      Commentary

      Mon, 21 Jul 2014

      NVR ’s weather-challenged first-quarter results ..... Nonetheless, the three primary metrics we look to in NVR ’s quarterly results--homebuilding adjusted ..... all were encouraging. We continue to view NVR as a best-of-breed homebuilder with a unique

    7. Recent Housing Data Positively Inflects; We See Gradual Recovery to Midcycle Housing Production

      Commentary

      Fri, 23 May 2014

      best avenues to invest in housing in our homebuilder and building supplier coverage universe are currently Morningstar Best Idea NVR and narrow-moat Fortune Brands Home Security, trading at 15% and 9% discounts to our fair value estimates, respectively

    8. Top Stock Picks for Housing Growth

      Video Reports

      Fri, 23 May 2014

      some ramifications for the homebuilders and the supplier companies that we cover. As far as our top picks, [TICKER: NVR ] NVR , a homebuilder based in Virginia, is our best pick. It has about an 18% discount to our fair value estimate. Also

      NVR found at 1:41

      and the supplier companies that we cover. As far as our top picks, [TICKER: NVR ] NVR , a homebuilder based in Virginia, is our best pick. It has about an 18% discount to our fair value estimate. Also, [TICKER:FBHS] Fortune
    9. Weather Likely the Primary Culprit for NVR ’s Disappointing First Quarter; Reiterate as Best Idea

      Commentary

      Mon, 21 Apr 2014

      Best-idea NVR reported weaker-than-expected first quarter results as a historically ..... Persistently very cold and snowy conditions throughout the majority of NVR ’s geographic markets likely challenged homebuyer traffic, with new

    10. EM Misery and US Large-Cap Euphoria

      Headlines

      Thu, 6 Feb 2014

      auto and housing loans to meet the demand in the US. Companies like Berkshire Hathaway (BRKB), Home Depot (HD) and NVR ( NVR ) will work to supply us with the new homes. Lastly, we want to own the major pharmaceutical/biotech companies which

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