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Re: SSKILLZ1 post# 88914

Thursday, 07/29/2021 9:38:25 AM

Thursday, July 29, 2021 9:38:25 AM

Post# of 114097
TMHC

Flipped out of TMHC here in the 25's. They missed estimates, and based on guidance q3 estimates for analysts are waaaaaaay too high, I would expect $1.20 max if they hit guidance for q3. I Also didn't like that new orders were down y/y, and for them to hit guidance they have to have a huge number in q4 far more than I thought they would need. Stock is still cheap, and I like the GM numbers, could be a mistake, but just didn't love it, CCS quarter was waaaaaaaaaaaaaaaaaaaaaaay better in my opinion. All is just my opinion, and I could always be wrong though.

---All above is just my humble opinion.
And I could always be wrong.
And as always do your own DD.---
http://www.investorshub.com/boards/board.asp?board_id=5316

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