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NVR Analysis & Videos »
NVR: Bull or Bear?
Building value: Contrary call on homebuilders
NVR
+64.40%
in
375 days
Filed under: Newsletters, Toll Brothers (TOL), Stocks to Buy, Housing, Recession "The economic crisis began in the housing sector and will likely end there," says Stephen Leeb. In his top-notch The Complete Investor he takes a contrary look at two homebuilders. "Though my view may sound contrarian to a fault, a close look at the housing market, especially given recent government actions, suggests a recovery will happen sooner rather than later and be stronger rather than weaker. <>"When home prices decline, buyers pull back, afraid of buying too soon. This leads to further declines and further b>...
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NVR (NVR)
NVR
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-52.93%
in
761 days
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice ! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website. <> One of my weekend tasks that I like to try to accomplish has been to look way back into the early posts of this blog and see how they have turned out. Of course, just like my 'looking back one year' reviews, these assessments assume a buy and>...
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Short Squeeze out of gas
NVR
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+17.18%
in
929 days
NVR's inflated value was the result of an ugly short squeeze which peaked on April 23rd. Insiders are now selling fast and institutions are are starting to follow their lead. Within the past 10 days, insiders sold 5% of total market cap which is a third of their total holdings. Within the past 5 days, institutions sold nearly 3% of total market cap. After comparing recent reports and projections from other home builders, NVR has either been very fortunate to not suffer as badly as other companies, or it simply has not yet revealed a more accurate picture to the market. Based heavy insider s...
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Bearish on NVR ...
NVR
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+17.18%
in
930 days
For the life of me, I have no idea why NVR's price is so high. They have no assets that would justify it, and their earnings are shrinking along with the rest of the homebuilding industry. The chief executive is very well connected politically, and it really makes one think of Enron. I have absolutely no evidence of any wrongdoing or shady accounting, but I would like to know more about the off-balance sheet entities that hold their land for them. I don't believe that they deserve such a premium multiple because they are that much smarter than everyone else, we'll see.
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NVR: Review of NVR 10K
NVR
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-0.89%
in
991 days
NVR, Inc. is a member of our Small Cap Watch List , Mid Cap Watch List and Large Cap Watch List . We reviewed its recently issued 10K and have outlined our observations in this article. <> Summary: One of the largest homebuilders in the country, NVR operates primarily in the mid-Atlantic region and surrounding states. While earnings are depressed and could get worse, the company generates sufficient cash flow to meet near-term obligations and the enterprise value to free cash flow multiple is just 6-7x (free cash flow yield of approximately 15%), which apparently provides significant >...
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