Taylor Morrison (NYSE:TMHC) is one of the ten largest publicly-traded homebuilders ranked by home closing volume. Last year, I recommended the company as a strong buy after its IPO and return to the public markets. The thesis on Taylor Morrison is a long-term call, centered around two main tenants. An opportunity to own a builder that will have revenue growth that far outpaces any of the other top 10 builders in the near term. Consensus estimates are for Taylor Morrison to see revenue grow almost 30% in 2014, to $3.0B, compared to the prior year. Double-digit top-line growth is also expected headed into 2015. The second tenant of the investment opportunity is the long land position maintained by...
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