Comments for TOL - Stockpickr! Your Source for Stock Ideas

Comments for TOL

Added By	Comments	Type	Date Added
Stockpickr Staff	In a Nov. 12 <a href=" http://www.thestreet.com/p/_search/rmoney/jimcramerblog/10625984.html " target="_blank">blog post</a>, Cramer said the market has been up for six consecutive days "on nothing." He continued: "What has happened this week before today? Macy's (m) reported? Priceline (PCLN)? Toll Brothers ()? I don't think they control, even as they had pretty big movements after their news." And on <a href=" http://www.thestreet.com/story/10625485/1/cramers-stop-trading-toll-brothers.html" target="_blank">"Stop Trading!"</a> on Nov. 11, Cramer said that Toll Brothers' conference call gave signs that supported what he'd been saying for months: that stabilization "is very much with us," signaling the "end of the crisis" for <B>Wells Fargo</B> (WFC), another Action Alerts PLUS stock, and Bank of America. Toll's low cancellation rate of 6% -- the same it was during the 2005 housing boom -- "means there's a lot of available mortgage money" and "mortgage rates are low," said Cramer.	Love	November 20, 2009
ahannan786frs	DEVLOPMENT	Love	October 02, 2009
amvirtual	good company outlook.	Love	September 19, 2009
bsharkody	Buy Between 18 to 20	Love	September 15, 2009
barrons3	What do you buy when housing prices are going up but rates are stable? Do you buy Toll Brothers (TOL - commentary - Trade Now)? Lennar (LEN - commentary - Trade Now)? How about Hovnanian (HOV - commentary - Trade Now)? Who owns the most homes, isn't that what you want, someone who is the biggest homeowner?	Love	August 27, 2009
hirhito	high price homes	Hate	August 26, 2009
Stockpickr Staff	In a <a href="http://www.thestreet.com/p/_search/rmoney/jimcramerblog/10590293.html" target="_blank">blog post yesterday</a>, Cramer wrote: "What do you buy when housing prices are going up but rates are stable? Do you buy Toll Brothers? <B>Lennar </B>(LEN)? How about <B>Hovnanian </B>(HOV)? Who owns the most homes, isn't that what you want, someone who is the biggest homeowner? "OK, I have three of them: <B>Wells Fargo</B> (WFC) courtesy of the reckless lending of <B>Golden West</B>, with that ridiculous "pick and no pay" plan; <B>Bank of America </B>(BAC), courtesy of its <B>Countrywide </B>acquisition, which was awful and has been a huge drag to the company but is now a drag no longer; and <B>JPMorgan </B>(JPM), where it looks like Jamie Dimon bought the stupendously horrible <B>Washington Mutual</B> and wrote the home portfolio right about to where it was before the index bottomed. "Now these banks should trade as proxies of the house price index because of their vast repository of foreclosed properties. I knew when I called this bottom in housing we would get to a moment when OREO -- Other Real Estate Owned --would be worth more than what it's on the books for, and that moment's coming. What was a horrible drag will become a wonderful opportunity, and it is now going to be happening; "No, that does not mean a lot of the toxic residential mortgage bonds will come back to life. That's because we now know there were so much fraud in the mortgage process that the stuff's often worthless. Frankly, it's criminal. But those who own the whole mortgages -- Wells, JPMorgan and BofA -- it's a windfall going forward. And eventually people will think like that. Not yet. They will be pulled in kicking and screaming. But it will happen. "Which is why these three are not done going up. Maybe not by a long shot. You should hope the whole market comes down for a chance to buy these three before the big mark-up comes starting tomorrow."	Love	August 26, 2009
Stockpickr Staff	In an <a href="http://www.thestreet.com/p/_search/rmoney/jimcramerblog/10579325.html" target="_blank">Aug. 17 blog post</a>, Cramer wrote: "I understand the drumbeat of foreclosures, but anyone who is overwhelmed by what they might be doing <I>must </I>go and listen to Bob Toll on the Toll Brothers call. Things are looking up in so many areas of the country. The numbers this year are much better than last. Of course, he would still prefer some sort of first-time homebuyer incentive a la Cash for Clunkers, but Treasury is not going to give him that." That day on <a href=" http://www.thestreet.com/story/10579240/1/cramers-stop-trading-back-to-basics.html" target="_blank">"Stop Trading!"</a> Cramer said: "Bob Toll is telling you, 'Look, we're at this high-level price point, and we've had more traffic than we've had in years." And in <a href="http://www.thestreet.com/p/_search/rmoney/jimcramerblog/10579019.html" target="_blank">another Aug. 17 blog post</a>, he wrote: "But anyone who was on the Toll Brothers call last week is struck with several contradictions: "1. There are a lot of buyers of homes -- I am not kidding, there are. "2. There is much financing as it is getting better and better as we know from the cancellation rate. "3. Toll Brothers has projects in the worst areas -- New York City and Florida -- that are getting traffic and orders. "4. The people who bought Toll Brothers' homes from 2004 to 2007 are all underwater but so <I>what</I>? What does it mean? "I am struggling with the top down vs. the bottoms up. The bottoms up is turning up right when the top down is turning down. I simply cannot reconcile the two. "I know that Toll Brothers is without a doubt an honest arbiter because the numbers don't lie. I know that Bob Toll had been extremely negative for 18 months. I know that he is a very shrewd observer of the new and existing homes markets."	Love	August 24, 2009
hughgee	Turn around	Love	August 22, 2009
barrons3	Dougie Kass shot me a piece about a possible Toll Brothers (TOL) upside surprise on the horizon, obviously good news, but it doesn't intrigue me as much as the banks, where I anticipate many upside surprises.	Love	August 13, 2009
Stockpickr Staff	Aug. 11 blog post: "Dougie Kass shot me a piece about a possible Toll Brothers upside surprise on the horizon, obviously good news, but it doesn't intrigue me as much as the banks, where I anticipate many upside surprises."	Love	August 12, 2009
yangtze59	must wait too long for Mkt recovery	Hate	June 26, 2009
Stockpickr Staff	"This is not a clarion call to buy Toll Brothers (TOL) or Lennar (LEN) or KB Home (KBH). It is a clarion call to buy JPMorgan Chase (JPM) and Bank of America (BAC) and Wells Fargo (WFC). The latter may have to do a deal; the former two have done them. (I would buy JPMorgan Chase on the broken print, which I don't think will last.)" (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=7e60495e-0d27-4e0c-b50b-9c1c00b76a8a" target="_blank">"Pending Home Sales Data Signal a Bottom," 6-2-09</a>)	Love	June 03, 2009
Stockpickr Staff	Cramer welcomed Bob Toll, chairman and CEO of Toll Brothers (TOL), the country's largest home builder, to the show to see if Cramer's prediction of a housing bottom on June 30 could actually become a reality. (<a href="http://www.thestreet.com/story/10490651/1/cramers-mad-money-recap-a-telling-sign-of-a-healthy-market.html" target="_blank">"Mad Money Recap," 4-22-09</a>)	Love	April 23, 2009
barrons3	There is a nice housing starts number this morning, the strongest jump since 1990, which was forecasted by a small bump in the stocks of Lennar (LEN), Toll Brothers (TOL) and KB Homes (KBH). Huge increase in multifamily units.	Love	March 19, 2009
florus	not honest	Hate	February 16, 2009
the gaz	May be too early	Hate	January 25, 2009
drcbuck	high end housing slow to recover unless jumbo rates come down	Hate	January 08, 2009
High Dividends	3.4	Love	December 21, 2008
barrons3	Cramer said with mortgage rates likely to hit 4%, he's also warming up to the homebuilders, including KB Homes (KBH), Toll Brothers (TOL) and Lennar (LEN).	Love	December 18, 2008
barrons3	Let's take some Toll Brothers (TOL) and KB Homes (KBH), and why not some Lennar (LEN) and D.R. Horton (DHI)?	Love	December 04, 2008
High Dividends	2.7	Love	October 10, 2008
barrons3	Toll Brothers (TOL)? Great homebuilder, but this rally is about the low-end homebuilders, not the high end. Not saying cycle into Pulte (PHA) -- it has had too big a move. I'm saying to ring the register on Toll. Get long the HGX housing index if you want.	Love	September 25, 2008
barrons2	But a V.F. Corp (VFC) or a Wal-Mart (WMT) or a Costco (COST) and Home Depot (HD) doesn't seem to want to quit. Toll Brothers (TOL) has moved huge, some of it no doubt attributed to the monster buy orders from Bob Toll and Joel Rassman, 646,000 and 85,000 respectively.	Love	September 11, 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	That's bullish for my two faves in a hated industry: KB Home (KBH) and Toll Brothers (TOL), the two best houses in a real crummy neighborhood.	Love	July 24, 2008
barrons2	2. Toll Bothers (TOL) is up. I know that doesn't matter much, but if we could get a tiering where people dislike Lennar (LEN) and like Ryland (RYL), Toll and KB Home (KBH) -- which makes sense -- and keeps taking up Standard Pacific (SPF) now that it has its financing, then you have a potential HGX trade.	Love	July 02, 2008
barrons2	For those of you who are high risk traders, you might want to dip your toe in Centex (CTX), DR Horton (DHI), KB Homes (KBH) or Toll Brothers (TOL), Adami counsels.	Love	June 25, 2008
barrons2	In other sectors, Cramer said he likes Owens Corning (OC) and would even consider Toll Brothers (TOL) as a trade. And finally, in retail he'd consider picking up some Costco (COST), Wal-Mart (WMT), a stock which he owns for his charitable trust Action Alerts PLUS, Jones Apparel (JNY) and VF Corp (VFC).	Love	June 19, 2008
barrons2	Early-cycle heaven. You can see it. Sears (SHLD) and Toll Brothers (TOL), Black & Decker (BDK) and Nordstrom (JWN).	Love	March 19, 2008