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Beazer Homes USA Inc. (BZH)

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Instablog posts on BZH

  • Retailers Up Next By: Charles Payne by Wall Street Strategies
    Six straight day of gains for the Dow Jones Industrial Average is impressive, but today's session is the inverse of recent days that began slow or even under pressure only to fight off resistance and close in the plus column. It goes without saying (or writing) that the market needs to take a... More »
    November 11, 2009 • JCP, ANF, WMT
  • Not Guilty By: Charles Payne by Wall Street Strategies
    Politicians have spun the current crisis as greedy Wall Streeters running amok and now legislators are fighting each other over how to punish those evil traders and money managers. The thing is that they can't find any one particular person to be the cover boy/girl for this crime because the... More »
    November 11, 2009 • TGT, WMT, COST
  • Looking Deeper Into Housing Numbers by Stephen Rosenman
          New home sales came in at 31 thousand for September which disappointed investors who had been hoping for more like 34 thousand. The market worried that the real estate market had once again fallen off a cliff as the home tax credit was ending. When the numbers came out,... More »
    November 3, 2009 • TOL, NVR, LEN
  • New & Existing Home Sales - Foreclosures Distinguish by Markos Kaminis
    New Home Sales were reported down 3.6% in September, and measured well below economists' expectations. This unexpected disappointment sank stocks on October 28th, as one would expect it might. The Dow Jones Industrials Index slumped 1.21%, while the S&P 500 moved 1.95% lower on the day.... More »
    October 29, 2009 • DHI, CHCI, SRS
  • What happened to the market today? by Band of Analysts
    The market was a bit soft in the open, potentially because a tax bill that would allow companies to claim tax refunds by looking back four years (instead of two, currently) seemed to be dead.  The significance of that bill is that, companies that had profits and paid taxes over the past... More »
    October 28, 2009 • BZH, HOV, MI
  • The Home Builders Represent The Biggest Upside In The Market by Stephen Rosenman
        The home builders represent probably the most "humbled" group of stocks out there, a result of a housing debacle that has seen falling home prices, credit shortfalls, and waves of foreclosures.  The home builders also represent some of the best... More »
    October 12, 2009 • TOL, LEN, PHM
  • A Little Froth With Your Coffee? by djackson
    Last Thursday Beazer managed to place $250 million of new 7+ year debt.  Let's see, a homebuilder, rated B1/CCC+, that is not that far removed from a time when it cooked the books, and which is in shouting distance of violating a tangible net worth covenant which requires the repurchase of... More »
    September 8, 2009 • BZH
  • Steepest 5 Year Housing Decline Is Over by William M. Wright
    The chart above shows the trendline of American new home sales back to the 1960's. The blue lines represent recessions and durations.Declining new home sales markets tend to bottom in January. And this seemingly endless 5-year continuous decline ended this January 2009 at new historic... More »
    August 27, 2009 • TOL, DHI, KBH
  • Reasons To Doubt Housing Recovery by Richard Dwyer
     The media is filled with mixed messages on housing.  Here are reasons to doubt a housing recovery: MBA expects foreclosures to peak at the end of 2010 -- more than a year from now.... More »
    August 20, 2009 • TOL, BZH, PHM
  • The Perfect Storm by Economic Disconnect
    Many of you have been asking me about housing lately via e-mail and in the comments section. I thought today was a perfect day to discuss it because I believe we are now seeing the makings of a Perfect Storm for whats left of the housing market at the end of the year.It all starts in the bond... More »
    August 6, 2009 • KBH, BZH, TOL

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