Replies to post #89389 on Savvy Trades and Investments

[SSKILLZ1]

TMHC

Fair enough, I could easily be wrong here, I just wasn't as impressed, did't see any other homebuilder miss estimates and based on q3 the numbers will miss significantly again, and too come close to the eps guidance they have to have a huge q4, and I do mean huge otherwise they miss for the year. I don't know just felt CCS was a much better report. The one positive I will give was the outlook on margins. All is just my opinion, and I could always be wrong though.

[larrybaz]

TMHC - Taylor Morrison 'a value play' as stock trails peers, Barron's says

TheFlyontheWall.com - Sep 04 08:25 EDT

Home-builder stocks are up 37% this year, reflecting dizzying demand, ultralow mortgage rates, and maddening construction delays, Daren Fonda writes in this week's edition of Barron's. If there's still a value play, it may be Taylor Morrison's own stock, the author argues, noting the stock is up just 10% this year and has gained less than half the 97% industry average over the past three years. Taylor trades around book value, compared with 1.8 times book for the industry. At a recent price of $28, it goes for 4.3 times estimated 2022 earnings, a 30% discount to peers, the publication adds.