homebuilder

Still Expecting Housing to Bounce Along the Bottom Until 2013

For the past few months, I pestered my youngest brother to write a review of his cogent 2009 analysis of the housing market. In that post, he predicted housing would bottom in April, 2010 and as late as 2013 in a worst case scenario. He has finally produced the follow-up, and I post it below. … Read more

Making A Case for A Housing Bottom…As Late As 2013

My brother and I go back and forth in our discussions about the dynamics of the housing industry. He is good on the fundamentals, and I substitute my weakness on the fundamentals with technical analysis, sentiment analysis, and the information I can glean from earnings calls. Today, he wrote out his latest case for the … Read more

Insiders At Toll Brothers Continue to Dump Shares Ahead of Reported Housing Recovery

Five months ago, I flagged $45M in combined stock sales by the Toll brothers in their company’s stock. Since then, Toll Brothers (TOL) has been on a roller coaster ride: the stock was first up 15% from the time of my last post, then a two-month and 26% decline, and now a two-month 40% run. … Read more