Savvy Trades and Investments

[cliffvb]

MHO Investors are more focused on that very large increase in new orders which were up 32% yoy and I think rightly so.

MHO remains relatively cheap compared to many others in the industry. Here's a comparison of MHO and LGIH on several metrics:

Stock PE P/S P/BV
MHO 10.3 .46 1.22
LGIH 14.5 1.2 2.6

As for not moving other home builders, MHO is not yet big enough to move the whole group.

I'll reserve final judgement until I see what they say in the CC.

PS: Wade,I agree with you that TWLO is grossly overpriced.