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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (36269)	12/24/2009 11:31:25 AM
From: Spekulatius	Read Replies (1) of 78774

re Homebuilders. I have not looked at homebuilder stocks for ages, but i agree it's a good time to start looking. TOL seems to have the best management and balance sheet and KBH looks the cheapest (in terms of EV/ Sales). their balance sheet actually look pretty solid since they sold unneeded land (albeit at losses) and can monetize losses through tax returns. I am a little concerned that when the homebuyers credit runs out, the housing market that shows signs of a buying frenzy in some parts of the country may slow again though.

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