トール・ブラザーズに関するコメント

TOL's muted growth may be a good time to increase holdings as it trades below industry PE ratio. Its future profit outlook isn't fully reflected in the current share price. Consider other factors like balance sheet strength before investing.

The increase in ROCE suggests improvements in the company's efficiencies and the management team's effective planning for long-term growth. Despite the promising fundamentals, further due diligence is recommended.

CEO Douglas C. Yearley, Jr. predicts strong demand for new homes in 2024, citing a healthy job market, improving consumer sentiment, and low resale inventory. He believes Toll Brothers' affluent buyers can withstand affordability concerns, potentially shielding the company from higher mortgage rates.

Toll Brothers CEO Douglas Yearley argues that homebuilding stocks deserve higher valuation as the industry is better managed and less economically sensitive. MDC aims to deliver higher quality houses using Sekisui House's technologies and cutting-edge building practices.

Toll Brothers' low P/E ratio is due to its poor earnings outlook. Shareholders accept this as they expect future earnings may not impress. A significant share price increase seems unlikely soon.

Substantial selling of shares by Toll Brothers insiders may indicate that insiders believe the shares are not inexpensive. Despite modest insider ownership suggesting some shareholder alignment, the significant selling and lack of purchases call for prudence before investing.

Due to significant selling of shares by Toll Brothers insiders, caution is suggested before investing. This, along with a lack of insider buying, may indicate a belief that the shares are not cheap.

Insider's heavy selling of Toll Brothers shares this year may suggest they believe the stock isn't underpriced. Although insider ownership isn't high, it indicates some alignment with other shareholders. The absence of insider buying and significant selling necessitates caution when investing in the company.