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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (29061)3/21/2005 5:50:11 PM
From: Ramsey Su  Read Replies (1) | Respond to of 110194
 
at first glance, I can't say anything jumped out other than yet another record record record quarter for KBH.

Orders and backlog are the big surprises.

The sequential increase is strong.
phx.corporate-ir.net

All I can do is borrow that conundrum comment, when it comes to these homebuilders.



To: ild who wrote (29061)3/22/2005 12:56:40 PM
From: Ramsey Su  Read Replies (2) | Respond to of 110194
 
I give up.

Looking at LEN and KBH reports, I cannot find any holes.

Homebuilders rock. I can only conclude that the public companies are growing and growing. Last I heard they were only 20% of new homes so there may be more room to grow.

If, when, the real estate bubble bursts, the homebuilders may manage a much softer landing than others sectors?


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