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DHI Analysis & Videos »
DHI: Bull or Bear?
Get Ready to Short Homebuilders
DHI
+34.03%
in
571 days
Yesterday, I explained short-selling as an investment strategy. Today, I’m going to explain my favorite short-sale. <!---->Be warned, if
you, like the Wall Street CEOs, believe that the “worst is over” in
terms of the US credit contraction and housing bust, you should stop
reading now.
I think investors should short homebuilders.
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Pressures Keep a Hold on Horton
DHI
-31.34%
in
573 days
D.R. Horton trades at a book value of 1.2, which is in-line with the industry mean multiple. Typically, homebuilders tend to bottom with book values near 1.
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A Tough Call
DHI
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-40.34%
in
612 days
DR Horton may be one of the better home builders to own as "the bottom is called once again". <> I don't ever recall working on a DR Horton site that wasn't at least 200 acres. Many are over 500 acres. The difference between DHI's land bank and the land bank of other builders is DHI's land hasthe ability to generate revenues. Farmers lease them back. The last contact I had with farmers leasing back DHI land was way back in 2002. It was for pennies on the dollar. The primary reason DHI did it was to spread goodwill back to the farmers and do a little networking while they were at it. Da<><>...
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Initiating Coverage on Homebuilders, Positive View on Sector
DHI
-22.31%
in
631 days
3/14 - "We have initiated coverage of the homebuilders with a 1-Positive sector rating. We have initiated with 1-Overweight ratings on D.R. Horton (DHI - price target of $18), Ryland (RYL - price target of $31), and Toll Brothers (TOL - price target of $27), with 2-Equal weight ratings on Centex (CTX - price target of $23), KB Home (KBH - price target of $24), Lennar (LEN - price target of $20), and Pulte (PHM - price target of $15), and a 3-Underweight rating on Hovnanian (HOV - price target of $8)."
"We expect homebuilding stocks to continue to be volatile for the next few months, as we ...
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Bearish on DHI ...
DHI
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+30.96%
in
811 days
I don't think the Fed is going to cut rates, and I think my risk for acting on this belief are low given that everyone thinks they will cut rates; the rate cut is already in the price of homebuilders, and anything but a 50 basis point slash tomorrow will likely be neutral or positive for me on this position.
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About D.R. Horton Inc.
- Answers.com
D.R. Horton
The past few years haven't been what you might call a happy time for shares of home building stocks. Consider that the 
