Homebuilder Price Performance Diverges in 2013 As Shorts Continue An Uneven Retreat

(This is an excerpt from an article I originally published on Seeking Alpha on May 5, 2013. Click here to read the entire piece.) In late November, 2012, I made a list of my homebuilder picks for 2013. I combined valuation, price changes, and short interest to build the list. Almost 6 months later, it … Read more

California Soon To Experience A New Construction Boom

(This is an excerpt from an article I originally published on Seeking Alpha on July 10, 2013. Click here to read the entire piece.) {snip} …a fascinating story about a 2-man team, a real estate agent and a contractor, who have gone from boom to bust and hopeful boom. They went from a whiteboard full … Read more

A Concentrated Way to Play Rapid Price Appreciation In The California Housing Market

(This is an excerpt from an article I originally published on Seeking Alpha on April 9, 2013. Click here to read the entire piece.) TRI Pointe Homes (TPH) is a 4-year old company based in Irvine, California that on January 31, 2013 became the first homebuilder to go IPO since 2004. The Starwood Fund, managed … Read more