David Guarino

Beazer Homes Is All In

Beazer Homes USA (NYSE:BZH), the once $3.5 billion market cap homebuilder, is not afraid to show its hand. While the memory of overbuilding real estate remains etched in the minds of many CEOs, the significantly smaller Beazer Homes (current market cap now just over $400 million) has decided to go all in. With the housing recovery in this country still estimated to be in the early innings, the move appears well timed and could provide significant upside potential for equity holders. Beazer CEO Allan Merrill is enthusiastic about the company poised to report full-year profitability for the first time in nearly a decade during FY14.

The stock price has significantly lagged the rest of the industry over the...

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