Homebuilder 2013 Pricing Outlook Remains Murky Even As The “McMansion” Lives On

(This is an excerpt from an article I originally published on Seeking Alpha on December 31, 2013. Click here to read the entire piece.) On Friday, December 28, 2012, Nightly Business Report interviewed Martin Connor, the CFO of luxury homebuilder Toll Brothers (TOL). I am on the lookout for 2013 guidance from homebuilders, so this … Read more

The Positive Trade When Incumbent Presidents Run For Re-Election

(This is an excerpt from an article I originally published on Seeking Alpha on July 2, 2012. Click here to read the entire piece.) S&P Capital IQ’s Sam Stovall appeared on Nightly Business Report on Friday, June 29, 2012 to provide some statistics on how the stock market tends to perform in the second half … Read more