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Lennar Corp. (LEN)
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fundmymutualfund.com
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Jan 09, 2009
about
SAY, KBH, LEN
We have just a minor position in Lennar (LEN) to play the "thesis" of home recovery - it is just a random homebuilder I chose with a decent cash position and no debt; there is nothing specific to this name that I favor over 2-3 other names in the group - it is just our proxy for the "thesis". The st...
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blogs.barrons.com
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Jan 09, 2009
about
LEN
LENNAR SEES LEGAL JOCKEYING IN ALLEGATIONS
Allegations of fraud have alighted on homebuilding giant Lennar (LEN). Even though Lennar officials dismissed the suggestions as nothing more than legal posturing on the part of a litigant in a legal proceeding against the company, the timing of the accusat...
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bloggingstocks.com
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Jan 08, 2009
about
DE, MAR, LEN
Filed under: Analyst upgrades and downgrades, Lennar Corp'A' (LEN), Marriott Intl'A' (MAR), Analyst initiations, Deere and Co (DE)Analyst upgrades:
KeyBanc upgraded Epicor (NASDAQ: EPIC) to Buy from Hold based on several near-term catalysts that include possible convertible debt repurchases, re...
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valueplays.blogspot.com
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Jan 07, 2009
about
WB, GS, FRE and 12 moreC, BAC, MER, LEH, COF, FNM, FMN, BSC, IAU, GLD, LEN, ABK
So, I was asked to review "Clean Money: Picking Winners in Green Tech Boom". Whenever I get asked to review a book that tells me what stocks to pick, my BS antenna goes way up. So, I asked for all the authors books so I could review his last predictions. Your gonna want to read this. First up was...
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GOV’T EFFORTS CHARM EQUITY INVESTORS
U.S. equities bounced back with modest gains Tuesday, as central bankers and the incoming Presidential administration impressed stock buyers with their apparent determination to revitalize the economy.
Shares of large financial concerns helped pace the gains, wit...
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seekingalpha.com
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Dec 29, 2008
about
LEN
Lennar Corp (LEN)
Q4 2008 Earnings Call
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fundmymutualfund.com
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Dec 22, 2008
about
FXI, JEC, LEN
I am hitting the rip chord for the first time on some of the "thesis" plays. We have the Chinese thesis, the infrastructure thesis, and the housing recovery thesis. None of these we "believe" in but hedge funds have been running them up.All 3 charts are now entering "do or die", they have fallen b...
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Homebuilders have had a rough 2008, with revenues down nearly 40 percent in the first nine months of the year. Figures due out this week for November existing and new home sales are expected to show a further slide in the housing market.
And now, in a 15-page outlook report for 2009, Fitch Ratings...
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fundmymutualfund.com
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Dec 21, 2008
about
LEN
Year 2, Week 20 Major Position ChangesFund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger position changes.Being a long only fund, via Marketocracy rules, the only hedges to the downs...
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fundmymutualfund.com
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Dec 18, 2008
about
HOV, LEN
Lennar (LEN) reported this morning, but it's a moot point. We don't own it on reality, we own it on Obama hope and the avalanche of home owner programs and initiatives we have seen, and will see in even greater number (as I envision) in 2009. Perception is reality; thesis over facts, hedge funds j...
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Filed under: Earnings reports, Analyst reports, Analyst upgrades and downgrades, Deals, Apple Inc (AAPL), General Electric (GE), Ford Motor (F), General Motors (GM), FedEx Corp (FDX), Research in Motion (RIMM), NIKE, Inc'B' (NKE), Lennar Corp'A' (LEN), Oracle Corp (ORCL), Palm Inc (PALM)General Moto...
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fundmymutualfund.com
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Dec 17, 2008
about
LEN
Wow - the moves right now are so extreme - gold, currencies, commodities, home builders, solar, REITs, bonds! Bonds!! Bonds are moving like penny stocks.... Seriously folks, HAL9000 is on the loose and things are moving with velocity like no other. Quite amazing to watch. Fear has turned to greed....
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fundmymutualfund.com
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Dec 16, 2008
about
LEN
My 13 2009 Outlier Predictions is coming out later this afternoon; as I've been working on it the past three weeks and knowing how the stock market is all about thesis over reality, I've come to the conclusion that not having housing exposure based on what I expect is about to hit us in the face in...
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Filed under: Home Depot (HD), Centex Corp (CTX), Lowe's Cos (LOW), Lennar Corp'A' (LEN), Toll Brothers (TOL), ETF Investing, Housing, Financial CrisisThe homebuilder's market has been hit pretty hard in the last 2 years by the resounding pop of the housing market, but at some point, they're due for...
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bloggingstocks.com
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Dec 15, 2008
about
GS, MO, BBY and 11 moreTM, DHI, FNM, KBH, MS, GM, F, KR, CTX, ALU, LEN
Filed under: Earnings reports, Analyst upgrades and downgrades, Ford Motor (F), General Motors (GM), Toyota Motor Corp. (TM), Altria Group (MO), Best Buy (BBY), Centex Corp (CTX), Kroger Co (KR), Federal Natl Mtge (FNM), D.R.Horton (DHI), Goldman Sachs Group (GS), Morgan Stanley (MS), KB HOME (KBH),...
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fundmymutualfund.com
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Dec 12, 2008
about
RF, LEN
Someone stop me; I feel like a bull in a China shop. This is the last purchase of the day on the long side - but it is hard taking a short position into the weekend knowing "the world will be saved" by Bush Sunday night. This is the problem we've discussed with this market for months - government...
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fundmymutualfund.com
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Dec 04, 2008
about
RATE, LEN
This is so predictable....We mentioned yesterday [Mortgage Applications Spike to Record] that if you wanted to play the dropping mortgage rate angle, Bankrate.com (RATE) was a choice.My decision to sell Lennar (LEN) a few days ago now looks silly because as you know, all these government programs, m...
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Year 2, Week 17 Major Position ChangesFund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger position changes.Being a long only fund, via Marketocracy rules, the only hedges to the downs...
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Filed under: Exxon Mobil (XOM), Market matters, Citigroup Inc. (C), Centex Corp (CTX), Federal Natl Mtge (FNM), D.R.Horton (DHI), KB HOME (KBH), Lennar Corp'A' (LEN), Toll Brothers (TOL), Economic data, Housing, Cramer on BloggingStocks
From TheStreet.com Network
What The Fed? Credit Card Con...
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bloggingstocks.com
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Nov 26, 2008
about
LEN, PHM
Filed under: Newsletters, Lennar Corp'A' (LEN), Stocks to Buy, Housing In putting together my Top 10 Stocks for 2009 last weekend, I focused on infrastructure, oil and agriculture. The 10 on the list are weighted to these sectors, as I believe they will deliver the biggest gains for the upcoming yea...
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