Category Archives: TOL

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

Posted in BZH, Consumer Discretionary, Housing, KBH, TOL | Tagged , | Comments Off on Thoughts on the Outlook for Homebuilding Stocks

Toll Brothers (TOL) 22Q1 Update

Since my last report on December 9, 2021, Toll’s stock has fallen 26.3%, much more than the S&P Mid-Cap 400’s 2.6% decline.  As I noted back then, shares of Toll and other homebuilders were ripe for a correction following their … Continue reading

Posted in Consumer Discretionary, Housing, TOL | Tagged | Comments Off on Toll Brothers (TOL) 22Q1 Update