Comments for PHM - Stockpickr! Your Source for Stock Ideas

Comments for PHM

Added By	Comments	Type	Date Added
barrons3	I think the homebuilders are interesting, says Karen Finerman. But I only like those with strong balance sheets. I’d recommend long Pulte (PHM) and Centex. If you think there’s going to be a V-shaped recovery Karen’s trade works, explains Deutsche analyst Nishu Sood. Pulte and Centex hold a lot of land and they can bring it online quickly and capture market share if the economy takes a sharp turn for the better.	Love	November 18, 2009
rlfordga	housing	Love	October 26, 2009
barrons3	First, I never liked the homebuilders. What's happening out there, the massive sales of existing and foreclosed homes, will keep a lid on prices, and you need rising prices and dramatically lower inventory to make a compelling case for KB Home (KBH) or Pulte (PHM) or D.R. Horton (DHI) or especially Hovnanian (HOV).	Love	August 13, 2009
Stockpickr Staff	Aug. 11 blog post: "First, I never liked the homebuilders. What's happening out there, the massive sales of existing and foreclosed homes, will keep a lid on prices, and you need rising prices and dramatically lower inventory to make a compelling case for KB Home (KBH) or Pulte (PHM) or D.R. Horton (DHI) or especially Hovnanian (HOV)."	Love	August 12, 2009
Stockpickr Staff	"There is a gigantic tug of war playing out here between the homes being pumped out by Lennar (LEN) or Pulte (PHM) or Horton (DHI) and the homes owned by Bank of America (BAC) or Wells Fargo (WFC) or JPMorgan (JPM) -- repossessed homes that could really kill any recovery. The homebuilders cannot make the houses cheaply enough to compete against the foreclosed homes. That's terrific." <a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=09f81e88-5200-400a-84fb-9c3200f9a999" target="_blank">"We Want Sales of New Homes to Dry Up," 6-24-09</a>	Love	June 25, 2009
barrons3	McHugh also is making some bets on early beneficiaries of a cyclical recovery. "We're primarily bottom up, but we do take a macro viewpoint in each of our individual sectors," he explains. Some of McHugh's recent buys include home builders D.R. Horton (DHI) and Pulte Homes (PHM). The fund got rid of home builders in August 2006, McHugh says, but started accumulating shares again in the fourth quarter of 2008 and the first quarter of this year. "We're positioning the portfolio with some of those stocks that we feel can benefit from a recovery in the economic cycle," he says. "That's where we would put [Horton] and Pulte."	Love	June 20, 2009
smanion	Took advantage of crisis to buy out competitors. Now largest homebuilder in world	Love	May 21, 2009
michale9178	long-term gains	Love	May 09, 2009
barrons3	As for Pulte Homes(PHM) and DR Horton(DHI), "I think you buy 'em," he said.	Love	April 02, 2009
High Dividends	2.7	Love	December 21, 2008
barrons3	Centex (CTX), Lennar (LEN), KB Home (KBH), Horton (DHI) and Pulte (PHM) look so cheap they are scrumptious ... until you look at their credit lines, which make them seem downright expensive.	Love	November 13, 2008
stockerblog	dividend of 1.4% based on previous payments.	Love	October 15, 2008
barrons2	Cramer based his conclusion on an analysis of the charts of the seven largest home builders, including Toll Brothers (TOL), Centex (CTX), D.R. Horton (DHI), Pulte Homes (PHM), Lennar (LEN), MDC Holdings (MDC) and KB Homes (KBH).	Love	August 28, 2008
barrons2	People still have fresh capital to speculate on a bottom in Lennar (LEN) or Pulte (PHM) or D.R. Horton (DHI).	Love	July 10, 2008
barrons2	Nearly all the major home builders, for instance, are trading below book. Lennar (LEN) and Pulte Homes (PHM) now fetch about 50% of book value, while Toll Brothers (TOL), the high-end specialist, trades for 80% of book.	Love	January 19, 2008
kbahra_uk	no confidence at all in the properties sector	Hate	January 14, 2008
thomas e robertson	will be in the quicksand for quite some time. The downturn in new home sales has only just begun	Hate	December 28, 2007
barrons2	Yet, Miller has been adding to the housing stocks, including Centex (CTX), Lennar (LEN), Pulte Homes (PHM) and a few financials.	Love	December 22, 2007
germane	bottom fishing	Love	November 18, 2007
Arturo	Housing is a disaster.	Hate	November 18, 2007
cpaw1331	short- looks like there is no way our for at least 9 months	Love	August 27, 2007
kabartinas	cheap	Love	August 17, 2007
dbkadar	Own their home - a good homebuilder but caught up in the web of their peers	Love	August 02, 2007
magus4286	October 22.50 Puts	Love	July 26, 2007
Barrons	From Barron's 7-23-07: Underperform - Price 22.71 on July 18 by Raymond James "PHM announced preliminary results for its 2Q ended June 30. On a fully impaired basis, it expects to report a loss of $2-to-$2.10 per share, primarily driven by total charges and write-offs. Also...in the numbers is a previously announced $40 million (10 cents per share) severance charge. Excluding all the charges, it appears Pulte's operating EPS will be near breakeven...This quarter's impairments...[totaled] roughly 20% greater than all of Pulte's previous land-related charges combined in this current downturn; the 2Q losses will erase about 8.5% of Pulte's tangible book value as stated at the end of March, by our math. Pulte cited increased "competitive pricing pressures, elevated inventories, and weak consumer sentiment" as key contributors to weaker results. Looking ahead, conditions only appear to be deteriorating...as net orders decreased 20% y/y on top of a minus-30% comp from last year."	Love	July 21, 2007
stockerblog	9.3	Love	July 07, 2007
johntrpt	short candidate	Love	April 20, 2007
Guest	Price targets in the group are too high and the group is vulnerable to another leg down.	Hate	April 12, 2007
This is Hee	Short em. Forward P/E higher than its ever been. Ghost town of the west are Vegas, Phoenix, and the Most at risk state going forward, California. Lets see if the difference between existing homes sales and new continue. Oh yeah, they broke ground and can't stop. Monthly inventory gaps up. Whoops. Uhg here come the speculator homes for sale. Double whoops. Uhg here come the bankrupt ones for sale. Triple Uhg. Oh no tighter standards for mortgages, less potential pool of buyers. YUCK !	Hate	March 27, 2007
Matthew Stein	Pulte Homes	Love	March 26, 2007