Comments on: The Best Home Builder Stock http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/ A blog about trading, finances, success and life itself Fri, 30 Dec 2011 14:18:33 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: chrisperruna.com » Blog Archive » Home Builders Update http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/comment-page-1/#comment-21242 chrisperruna.com » Blog Archive » Home Builders Update Sat, 25 Jul 2009 15:23:45 +0000 http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/#comment-21242 [...] listed and I don’t plan to buy any time soon. Like I said two years ago in the blog post The Best Home Builder Stock “The bottom may be near but the upswing could take years if you go back and research history. [...] [...] listed and I don’t plan to buy any time soon. Like I said two years ago in the blog post The Best Home Builder Stock “The bottom may be near but the upswing could take years if you go back and research history. [...]

]]> By: Chris http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/comment-page-1/#comment-17719 Chris Tue, 15 Apr 2008 15:31:10 +0000 http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/#comment-17719 gene, Read the whole post please: "So, when will the bottom arrive? Who the hell knows? And if someone tells you they know, just walk away because they are fooling themselves and anyone who listens. The bottom may be near but the upswing could take years if you go back and research history. Badly beaten down industries can take anywhere from two to five years to rebound and start trading higher." Who's guessing? It's been one year and I said it will probably take years... if anything, the analysis is spot on! gene,
Read the whole post please:
“So, when will the bottom arrive? Who the hell knows? And if someone tells you they know, just walk away because they are fooling themselves and anyone who listens.

The bottom may be near but the upswing could take years if you go back and research history. Badly beaten down industries can take anywhere from two to five years to rebound and start trading higher.”

Who’s guessing? It’s been one year and I said it will probably take years… if anything, the analysis is spot on!

]]> By: gene http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/comment-page-1/#comment-17718 gene Tue, 15 Apr 2008 15:24:29 +0000 http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/#comment-17718 wow bad guessing the market still has a way to go down 4/15/2008 wow bad guessing the market still has a way to go down 4/15/2008

]]> By: Avi http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/comment-page-1/#comment-14303 Avi Thu, 27 Sep 2007 02:47:29 +0000 http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/#comment-14303 Who do you think are the largest publicly traded builders in the EU? BTW – I did not do it yet but you may want to think on leverage. Once you are highly leveraged your ROE is higher in good times and lower in bad times. Also you need to be extra careful saying that NVR have no write off – it might be that they are afraid to come out to admit it – GAAP is gray here. Who do you think are the largest publicly traded builders in the EU?

BTW – I did not do it yet but you may want to think on leverage. Once you are highly leveraged your ROE is higher in good times and lower in bad times. Also you need to be extra careful saying that NVR have no write off – it might be that they are afraid to come out to admit it – GAAP is gray here.

]]> By: jeff http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/comment-page-1/#comment-13679 jeff Sun, 26 Aug 2007 15:01:35 +0000 http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/#comment-13679 chris- ROCM again.. chris-
ROCM again..

]]> By: Dereck http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/comment-page-1/#comment-13670 Dereck Sun, 26 Aug 2007 00:28:10 +0000 http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/#comment-13670 I have been searching for and reading various blogs hoping to find suitable ones to link to in my blog. I especially have come to like yours. I was wondering if you would like to exchange links. Dereck I have been searching for and reading various blogs hoping to find suitable ones to link to in my blog. I especially have come to like yours. I was wondering if you would like to exchange links.

Dereck

]]> By: AZ http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/comment-page-1/#comment-13649 AZ Fri, 24 Aug 2007 15:48:43 +0000 http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/#comment-13649 Supposedly, doesn't Buffett think that management that "splits shares" just for the "activity" is worse than management that just leaves the stock price and shares outstanding alone? The high stock price alone could be telling... It's appears to be a Buffettian emulation. Supposedly, doesn’t Buffett think that management that “splits shares” just for the “activity” is worse than management that just leaves the stock price and shares outstanding alone? The high stock price alone could be telling… It’s appears to be a Buffettian emulation.

]]> By: Howard Lindzon » More on Housing Stocks http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/comment-page-1/#comment-13648 Howard Lindzon » More on Housing Stocks Fri, 24 Aug 2007 15:32:01 +0000 http://www.chrisperruna.com/2007/08/24/the-best-home-builder-stock/#comment-13648 [...] For those bottomfishers, my friend Chris has done a good job isolating his favorite idea . [...] [...] For those bottomfishers, my friend Chris has done a good job isolating his favorite idea . [...]

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