Actually, I tend to think Buffett is not going to like TOL

来源: 老周 于 2007-10-20 10:42:36 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (956 bytes)
回答: 关注巴菲特的下一步 由 边跑边唱 于 2007-10-19 19:12:24

No, I tend to think Buffett is not going to like TOL (not even mention HOV), but I could be wrong, as usual. Residential home builders are very cyclical business, which is slightly different from USG (its customer base is much broader). Buffett tends to buy companies with extraordinary long-term economics at reasonable price. Toll Brothers might not be strong enough to qualify that extraordinary long-term economics...

That said, I like TOL partly because the people I have dealt with from this company. Somehow they managed to collect a bunch of honest, nice, good-hearted people. I think this is very important for home building business.

Disclaim: I don't own any TOL stocks and I have no other interest in this company as of today (of course I reserve the right to change this statement anytime from now :-).

Seriously, if you are interested in building your own home, I would recommend TOL to you (but again not the stock).

所有跟帖： 

• Rumor back in early june - HOV jumped $14 to 18 next day -xyz2001- ♂ 给 xyz2001 发送悄悄话 (1167 bytes) () 10/20/2007 postreply 13:12:49

• Thanks. Missed this rumor, but I will be surprised to see him b -老周- ♂ 给 老周 发送悄悄话 老周 的博客首页 (0 bytes) () 10/20/2007 postreply 14:24:27

• surprised to see him buying HOV -老周- ♂ 给 老周 发送悄悄话 老周 的博客首页 (0 bytes) () 10/20/2007 postreply 14:25:19

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