Thursday, September 29, 2005

Homebuilders Upgraded

Homebuilding stocks were upgraded today by Deutsche Securities. My stock pick in this sector is Lennar (LEN). The other homebuilders that were upgraded are Beazer (BZH), Centex (CTX), DR Horton (DHI), Hovnanian (HOV), KB Home (KBH), MDC Holdings (MDC), Orleans Homebuilders (OHB), Pulte Homes (PHM), Ryland Group (RYL), and Toll Brothers (TOL).


Blogger Theo said...

I really like DHOM. The stock is currently trading at a 32% discount to book value. The company has good cash flows and, since it is a small cap, a prime takeover candidate. Furthermore, the CEO was buying lots of stock back in May whereas the insiders of other homebuilders have been selling.


Investor Clarity

10/01/2005 12:56 PM  

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