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wadegarret

10/23/19 10:23 AM

#65484 RE: researcher59 #65479

R59 & Cliff- MHO & home builders

I'd be wary. MHO backlog about flat yoy, and PE about 10 going forward. That is high for this sector as is LGIH at about an 11 PE going forward. MHO could be a one day pop like CCS had. Also note the report is not helping the sector much. CCS & LGIH flat to down today.