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Kehong Wen

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  • Kehong Wen
    System seemed to be stuck. Sorry about multiple talks on SPF... It's getting high. Earnings Monday.
    4/14/10
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      • Kehong Wen
        SPF just over 6! Good run. See my new instablog.
        4/14/10
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          • Kehong Wen
            SPF was just over 6! Good run. See my new instablog.
            4/14/10
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              • Kehong Wen
                SPF is over 6! good run.
                4/14/10
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                  • Kehong Wen
                    Pre-earning run started for SPF...
                    4/13/10
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                      • Kehong Wen
                        HOV reported profit, due to tax benefit. Bright spot is in backlog and price increase in Southwest and West. Horrendous bal sheet.
                        3/3/10
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                          • Kehong Wen
                            SLM NM report shows marked expansion in Feb at 53%. Employment up to 48 from 44, big change. But still contracting. Tough.
                            3/3/10
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                              • Kehong Wen
                                CMI, up 3%+, may be benefiting from snow storm damage to power lines & need for truck engines.
                                3/1/10
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                                  • Kehong Wen
                                    SPF is leading up by 1%+. Due to its Carolina expansion?
                                    2/25/10
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                                      • Kehong Wen
                                        SPF Up 7% today? Haven't seen such finish for a while.
                                        2/16/10
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                                          • Kehong Wen
                                            Still too much impairment, over 10% of revenue in 4Q for PHM... merger gain easier said than done.
                                            2/9/10
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                                              • Kehong Wen
                                                Home builders as a group are rebounding from last week's selloff. Maybe the best performing groups so far.
                                                2/8/10
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                                                  • Kehong Wen
                                                    MDC 4Q Rev 324M, beats estimate 270M. Excl tax credit, loss 15M,-0.32/shr, beats -0.39/shr. nto bad.
                                                    2/5/10
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                                                      • Kehong Wen
                                                        Advice to SPF - Hold
                                                        2/5/10
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                                                          • Kehong Wen
                                                            SPF - Revenue $340M beats the most optimistic analyst estimate of $318M. Impairments coming to an end.
                                                            2/4/10
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                                                              • Kehong Wen
                                                                SPF trading cautiously ahead of earning.
                                                                2/3/10
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                                                                  • Kehong Wen
                                                                    MHO earning doesn't look vey good. impairment charge is till high..
                                                                    2/3/10
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                                                                      • Kehong Wen
                                                                        M/I Homes (MHO) reported profit today, similar to Horton, on the pre-tax basis. Sales up too. But gross margin only 8%. Market likes it...
                                                                        2/3/10
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                                                                          • Kehong Wen
                                                                            DHI beats on pre-tax basis... sales up 45% yoy, margin improving. Could this be the turn for home builders?
                                                                            2/2/10
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                                                                              • Kehong Wen
                                                                                FXI should recover after the recent batch of tightening. Export is up.
                                                                                2/1/10
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