Pulte Homes PHM
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Meritage Sets The Bar High For Builders
Meritage Homes Corporation ( MTH ) reported Q1 revenue and earnings that set the bar high for competitors Pulte Homes ( PHM ), expected to report on April 25, and D. R. Horton ( DHI ), slated to report on April 26th. Returns across …
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Housing Stocks Can Still Go Higher
… days are behind the group. Headline data out of the NAHB didn't help this week. Construction stocks including Pulte Homes ( PHM ), Lennar ( LEN ) and KB Home ( KBH ) all sagged Monday on worries over sequential declines in the NAHB Housing …
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Our Outlook for Industrials Stocks
… rose 29%. Improvement is certainly showing up in the homebuilders, as the largest five U.S. homebuilders ( Lennar LEN, Pulte PHM , DR Horton DHI, Toll Brothers TOL, NVR NVR) by revenue reported average 34% growth in net orders in their most recent …
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Toll Brothers: Betting Big On The Future
… levels and many of the top homebuilders such as Toll Brothers ( TOL ), Standard Pacific ( SPF ), Hovnanian ( HOV ), Pulte Homes ( PHM ), and Lennar ( LEN ) significantly below their high point, it is understandable why investors would avoid this …
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Your Earnings Season Preview: Pulte Group
… Over the past four years, PulteGroup ( PHM ) hasn't posted a positive EPS in the ..... quarter. Yet, the EPS expectations for PHM in the first quarter this year is $.14 per share. If Pulte can meet or beat these expectations ..... the past four years of earnings releases PHM has met or beat EPS expectations eight ..... missed EPS expectations eight times. Pulte has rebounded quite nicely for those who …
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Gafisa Rising - This Turnaround Looks Real
… By the end of 1H2012, Gafisa had burned through cash for almost 2 years, the ADRs were trading at $2/share, and the company had lost 90% of its capitalization. Gafisa's current state reminds me of Pulte Homes ( PHM ) Complete Story »
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Time To Short The Homebuilders
… By Money Investor: If you follow homebuilding stocks at all you know that 2012 was an amazing year for them. Some such as Pulte ( PHM ) were up close to 200% in 2012 and were among the top gainers in the S&P 500. Everywhere you turn the pundits will tell …
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One of the year's biggest payoffs comes from a contrarian bet on the most hated sector on the planet: long the housing sector. While the risk was large, the payday was larger. The iShares U.S. Home ...
… The iShares U.S. Home Construction ETF ( ITB ) surged more than 75% in 2012, boosted by homebuilders such as Pulte Homes ( PHM ) and Lennar ( LEN ) doubled or nearly doubled and construction-related stocks like Home Depot ( HD ) also soared …
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Home Builders, Pulte Homes Will Slow Down In 2013
By PHM ) Rating: Downgrade from Buy to Hold Thesis: The 2012 story for PHM was very positive. We had shares Buy-rated at the ..... their growth potential for 2013 and beyond. Taking PHM as an example, the company is now operating with a …
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More on Pulte Homes ( PHM ) Q3 earnings: Net new orders of 4,544 homes, +27% Y/Y - dollar value of $1.3B, +43% Y/Y. Gross margin of 21.6%, +130 bps Q/Q, +320 bps Y/Y. Backlog of 7,686 homes, +49% Y/Y. ...
More on Pulte Homes ( PHM ) Q3 earnings : Net new orders of 4,544 homes, +27% Y/Y - dollar value of $1.3B, +43% Y/Y. Gross margin of 21 …