StockCentral :: Community

Join in on the discussion with other like-minded investors in our community forums. Learn about the fundamental investing methodology and participate in educational workshops in the Investing forums, stay up-to-date on StockCentral news and make suggestions to the StockCentral team in Central Square, and discuss your favorite stock or recent market news in our A-Z ticker-based forums.

Subject: Ellis Traub's Pick: LEN
Prev Topic Next Topic
Note: You must be a StockCentral subscriber and logged in to post messages.
Author Messages

Joe Craig
Ellicott City, MD
StockCentral Administrator

01/31/2007 9:26 AM  
Ellis Traub's fifth pick is Lennar.

Ellis says:

"Lennar (LEN) - A homebuilder whose skillful management has kept it from suffering as much as its competitors from the agonies in the housing market. This is a field that will always have potential customers (the population will keep growing in my lifetime) but one that requires wisdom in balancing the product with the potential demand. Stuart Miller, CEO of this company, must have believed in Harry Dent's view of demographic demand dictating the market for his products. The threat of trouble in the housing market has done a number on the price of most companies in this sector but I think Lennar's strategy makes this a fine acquisition for the intrepid long-term investor. (I own it.)"

Ellis used Take Stock (desktop version) to analyze Lennar.  His analysis is attached to this message.

Attachment: LENNAR-Summary.pdf
Attachment: LENNAR-TSSW.pdf


Joe
Note: You must be a StockCentral subscriber and logged in to post messages.
Forums > Stocks with tickers beginning L-Q > LEN > Ellis Traub's Pick: LEN



ActiveForums 3.7
 



Register today for a free 45-day trial!

 

Investment Club Tools Investor Advisory Service Historical data by Historical prices by Instant Stock Analysis by About ICLUBcentral Inc.
myiclubBadge.gif IASBadge.gif HemscottBadge.gif CSIBadge.gif TakeStockBadge.gif ICLUBcentralBadge.gif