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Strategies & Market Trends : CANSLIM - COAST TO COAST -- Ignore unavailable to you. Want to Upgrade?


To: Sam Raven who wrote (6124)12/14/2001 1:08:27 AM
From: Bruce A. Brotnov  Read Replies (1) | Respond to of 6445
 
Sam, I have TOL in my database and have had for some time along with HOV, DHI and MTH. Using the IBD power tools DHI comes in ahead of the other 3 (It is behind SHLR and RYL I believe). However, I think DHI is buying out SHLR.

I sold MTH today (51.91) and replaced with DHI. TOL is also a solid performer and has a Poormans rating of 5. DHI has a rating of 8 and MTH a rating of 6. I don't have a new rating on HOV as it just reported earnings, but had a rating of 9 before earnings. However, I think it has dropped a little.

Bruce



To: Sam Raven who wrote (6124)12/14/2001 1:44:47 AM
From: Bruce Brown  Read Replies (2) | Respond to of 6445
 
Sam, on the fundamental side, TOL beat earnings expectations and said backlog looks good for the first three quarters of 2002. They don't yet know about Q4 of next year, as those contracts are currently being signed this quarter for building to begin in one year. TOL specializes in building homes of $500K.

Regardless, the group has been moving well (home builders) and many feel they are traditional leaders out of recession as mortgage rates tempt those to lock in and build. Keep an eye on the mortgage rates as they have hit a new 5 month high this week and as we know in the stock market - nothing lasts forever.

BB