real quick ,gotta start drinkin for mnf, playin the over by the way.......100% there will be a rate cut ,2,,,some type of bailout ,nothing huge,,,,3, i did see a good amount of buying after being down about 100 points at the open,,last as u may know some homebuilders about to get gobbled up,,,hope it is one i own,,,,,oh yeah obviously apple killed,,should help good open on naz ,,gl 2nite
To remove first post, remove entire topic.
real quick ,gotta start drinkin for mnf, playin the over by the way.......100% there will be a rate cut ,2,,,some type of bailout ,nothing huge,,,,3, i did see a good amount of buying after being down about 100 points at the open,,last as u may know some homebuilders about to get gobbled up,,,hope it is one i own,,,,,oh yeah obviously apple killed,,should help good open on naz ,,gl 2nite
I was actually looking over the fundamentals on some builders today and by FAR, and I mean NOT EVEN CLOSE..TOL is the leader..nobody else even close.
Go to yahoo finance and pull up the stats on the stock, look at market cap, revenue, cash and debt. To me you buy TOL or nobody..no other builder. Not HOV, not WCI (which I owned and made money from) not BZH, not CTX, no other builder..
TOL trading at probably 1 times revenues (discounting the 5B to around 3.5 or so, since the market is in the crapper) with 3 times debt to cash, but 700M in the bank..
CTX (Centex) has 2 times the revenue but worse margins and leveraged 10 times to cash..most other builders are in the same boat.
If I am speculating on builders I go with TOL..it wont return the same if the builders run, but you also wont get smashed if things go bad...TOL makes it longer term.
You arent kidding about today..damn it. I missed the buying opp of the MONTH..stupid me waking up an hour in, I missed a double, triple, 4 bagger on some options. Makes me puke.
Boiler-room,
Which builder do you think gets gobbled?
I was actually looking over the fundamentals on some builders today and by FAR, and I mean NOT EVEN CLOSE..TOL is the leader..nobody else even close.
Go to yahoo finance and pull up the stats on the stock, look at market cap, revenue, cash and debt. To me you buy TOL or nobody..no other builder. Not HOV, not WCI (which I owned and made money from) not BZH, not CTX, no other builder..
TOL trading at probably 1 times revenues (discounting the 5B to around 3.5 or so, since the market is in the crapper) with 3 times debt to cash, but 700M in the bank..
CTX (Centex) has 2 times the revenue but worse margins and leveraged 10 times to cash..most other builders are in the same boat.
If I am speculating on builders I go with TOL..it wont return the same if the builders run, but you also wont get smashed if things go bad...TOL makes it longer term.
You arent kidding about today..damn it. I missed the buying opp of the MONTH..stupid me waking up an hour in, I missed a double, triple, 4 bagger on some options. Makes me puke.
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