Category Archives: BZH

Thoughts on the Outlook for Homebuilding Stocks

Homebuilding stocks have had a rough 2022. Year-to-date (through 4/12), my equal-weighted index of 11 publicly-traded U.S. homebuilders has fallen 34.8%. That compares with declines of 7.7% in the S&P 500 and 11.5% in the Russell 2000. Following a three-fold … Continue reading

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Impairments Spark a Sell-Off, But Position BZH for an Earnings Rebound

Beazer Homes (BZH) reported a fiscal 2019 second quarter loss of $3.28 per share, compared with earnings of $0.36 per share in the comparable prior year quarter.  The loss included a large impairment charge and a much smaller gain on … Continue reading

Posted in BZH, Consumer Discretionary, Housing | Tagged | Comments Off on Impairments Spark a Sell-Off, But Position BZH for an Earnings Rebound