Savvy Trades and Investments

[SSKILLZ1]

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.