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Meritage Homes' CEO Presents at The J.P. Morgan Homebuilding & Building Products Conference (Transcript)
Wed, May 22
Meritage Homes Presentation to be Webcast on May 22, 2013 from J.P. Morgan Conference

PR Newswire (May 15, 2013)
Housing Stocks Overvalued, Lennar Looks To Have Topped
The Oxen Group • Fri, May 10 • 3 Comments
Is It Time To Short The Home Builders?
Pater Tenebrarum • Mon, May 6 • 39 Comments
Homebuilder Price Performance Diverges In 2013 As Shorts Continue An Uneven Retreat
Dr. Duru • Sun, May 5 • 11 Comments
Is U.S. Housing Slowing Down?
Martin Vlcek • Fri, May 3 • 18 Comments
4 Big Winners From This Earnings Season
Zacks Investment Research • Tue, Apr 30
Meritage Homes Presentation to be Webcast on May 9, 2013 from Wells Fargo Industrial and Construction Conference

PR Newswire (Apr 29, 2013)
Meritage Homes Remains A Top Pick As It Fires On All Cylinders
Dr. Duru • Mon, Apr 29
The San Francisco Bay Area's Housing Micro-Climates: A Microcosm Of A 2-Speed Recovery
Dr. Duru • Sun, Apr 28 • 11 Comments
What To Do With Homebuilder Stocks
BubbleBustInvesting • Fri, Apr 26 • 5 Comments
Ryland Moves Higher As California's Housing Market Improves
Todd Campbell • Fri, Apr 26
Meritage Homes' CEO Discusses Q1 2013 Results - Earnings Call Transcript
Wed, Apr 24
Meritage Sets The Bar High For Builders
Todd Campbell • Wed, Apr 24
Meritage Homes Reports Results for the First Quarter of 2013 Including 35% Growth in Orders, 65% Increase in Revenue and Diluted EPS of $0.32

Marketwire (Apr 24, 2013)
Toll Makes A Big Move: Is The Game Of Catch-Up Over?
Stephen Rosenman • Wed, Apr 24 • 2 Comments
Meritage Homes Still Offers Value
Mark Thomas • Thu, Apr 11
From A Housing Bear: The Homebuilder You Can Still Buy For Big Upside
Money Investor • Mon, Apr 1 • 1 Comment
Meritage Homes First Quarter 2013 Earnings Release and Webcast Conference Call Scheduled for April 24, 2013

PR Newswire (Apr 1, 2013)
Do You Believe In The Housing Rebound Now?
Bill Gunderson • Wed, Mar 27 • 4 Comments

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Meritage Homes Remains A Top Pick As It Fires On All Cylinders
Dr. Duru • Mon, Apr 29
Meritage Sets The Bar High For Builders
Todd Campbell • Wed, Apr 24
Meritage Homes Still Offers Value
Mark Thomas • Thu, Apr 11
Dismal Third Quarter For Meritage Homes
Zacks Investment Research • Mon, Oct 31, 2011
Meritage Homes: 6 Bull Put Spreads With Potential
The Numbers Guys • Sun, May 15, 2011 • 1 Comment
Meritage: Home Is Where the Handouts Are
TraderMark • Tue, Oct 27, 2009 • 2 Comments
Meritage Homes Does Face Plant on Earnings
TraderMark • Wed, Jul 29, 2009 • 3 Comments
Meritage Homes: Head for the Exit
Beyond Trading • Tue, Jul 28, 2009
Exiting Meritage Homes: Increasing Inventory Is Supposed to Be Good News?
TraderMark • Mon, Jul 20, 2009 • 5 Comments
Why I'm Buying Back Meritage Homes
TraderMark • Wed, Jun 3, 2009 • 2 Comments

Housing Stocks Overvalued, Lennar Looks To Have Topped
The Oxen Group • Fri, May 10 • 3 Comments
Is It Time To Short The Home Builders?
Pater Tenebrarum • Mon, May 6 • 39 Comments
Homebuilder Price Performance Diverges In 2013 As Shorts Continue An Uneven Retreat
Dr. Duru • Sun, May 5 • 11 Comments
Is U.S. Housing Slowing Down?
Martin Vlcek • Fri, May 3 • 18 Comments
4 Big Winners From This Earnings Season
Zacks Investment Research • Tue, Apr 30
The San Francisco Bay Area's Housing Micro-Climates: A Microcosm Of A 2-Speed Recovery
Dr. Duru • Sun, Apr 28 • 11 Comments
What To Do With Homebuilder Stocks
BubbleBustInvesting • Fri, Apr 26 • 5 Comments
Ryland Moves Higher As California's Housing Market Improves
Todd Campbell • Fri, Apr 26
Toll Makes A Big Move: Is The Game Of Catch-Up Over?
Stephen Rosenman • Wed, Apr 24 • 2 Comments
From A Housing Bear: The Homebuilder You Can Still Buy For Big Upside
Money Investor • Mon, Apr 1 • 1 Comment
Do You Believe In The Housing Rebound Now?
Bill Gunderson • Wed, Mar 27 • 4 Comments
James Tobin Primer On Currency War
Investment Biker • Fri, Mar 22
Marc Faber: The Fed Party Is Over, Invest Overseas
Investment Biker • Wed, Mar 20 • 15 Comments
Housing - Misguided Optimism Continues Unabated
Money Investor • Tue, Mar 19 • 104 Comments
Checking Up On The Homebuilders
Bespoke Investment Group • Thu, Mar 14
Marc Faber: Get Ready For Decade-Long Low Interest Rates
Investment Biker • Wed, Feb 20 • 22 Comments
Real Estate Stock Review's Top-Performing Real Estate Stocks For The Trailing 12 Months
Three Knights Capital • Thu, Feb 7
KB Home: New Wine In A New Bottle
John Gilluly • Sun, Jan 27 • 13 Comments
Mean-Reversion Portends Explosive Homebuilder Spring
John Gilluly • Wed, Jan 16 • 31 Comments
5 Companies You Shouldn't Invest In
Jordan Pease • Wed, Jan 16 • 47 Comments

Meritage Homes' CEO Presents at The J.P. Morgan Homebuilding & Building Products Conference (Transcript)
Wed, May 22
Meritage Homes' CEO Discusses Q1 2013 Results - Earnings Call Transcript
Wed, Apr 24
Meritage Homes Corporation's CEO Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Jan 31
Meritage Homes' CEO Presents at Citi 2012 North American Credit Conference (Transcript)
Thu, Nov 15, 2012
Meritage Homes' CEO Presents at Citi 2012 North American Credit Conference (Transcript)
Wed, Nov 14, 2012
Meritage Homes' CEO Discusses Q3 2012 Results - Earnings Call Transcript
Thu, Oct 25, 2012
Meritage Homes Management Presents at Deutsche Bank 20th Annual Leveraged Finance Conference - Transcript
Thu, Oct 11, 2012
Meritage Homes' CEO Discusses Q2 2012 Results - Earnings Call Transcript
Sat, Jul 28, 2012
Meritage Homes CEO Discusses Q3 2010 Results - Earnings Call Transcript
Sat, Oct 30, 2010
Meritage Homes Corporation Q2 2010 Earnings Call Transcript
Sat, Jul 31, 2010
Meritage Homes Corporation Q1 2010 Earnings Call Transcript
Sat, May 1, 2010
Meritage Homes Corporation Q4 2009 Earnings Call Transcript
Wed, Jan 27, 2010
Meritage Homes Corporation Q1 2009 Earnings Call Transcript
Tue, Apr 28, 2009
Meritage Homes Corp. Q4 2008 Earnings Call Transcript
Thu, Jan 29, 2009
Meritage Homes Corporation Q3 2008 (Qtr End 9/30/08) Earnings Call Transcript
Thu, Nov 20, 2008
Meritage Homes Corporation Q2 2008 Earnings Call Transcript
Tue, Jul 29, 2008
Meritage Homes Corporation Q1 2008 Earnings Call Transcript
Wed, Apr 30, 2008
Meritage Homes Q4 2007 Earnings Call Transcript
Mon, Feb 4, 2008

Meritage Homes Presentation to be Webcast on May 22, 2013 from J.P. Morgan Conference

PR Newswire (May 15, 2013)
Meritage Homes Presentation to be Webcast on May 9, 2013 from Wells Fargo Industrial and Construction Conference

PR Newswire (Apr 29, 2013)
Rally Grinds On, Despite Disappointing GDP

at CNBC.com (Apr 26, 2013)
Despite Rising Demand, Some Builders Slow Production

at CNBC.com (Apr 25, 2013)
Earnings: Still Choppy, but Mostly Good News

at CNBC.com (Apr 24, 2013)
Meritage Homes Reports Results for the First Quarter of 2013 Including 35% Growth in Orders, 65% Increase in Revenue and Diluted EPS of $0.32

Marketwire (Apr 24, 2013)
Worst One-Day Drop in 2013: Stocks Skid 2%, Dow Tumbles 250; Vix Spikes 40%

at CNBC.com (Apr 15, 2013)
Midday Movers: ABX, KGC, IAU & More

at CNBC.com (Apr 15, 2013)
Meritage Homes First Quarter 2013 Earnings Release and Webcast Conference Call Scheduled for April 24, 2013

PR Newswire (Apr 1, 2013)
Meritage Homes Announces Final Results of Tender Offer for 2017 Notes

GlobeNewswire (Mar 27, 2013)
Still a Long Way to Go for Housing: Meritage CEO

at CNBC.com (Mar 18, 2013)
After-Hours Buzz: MW, VRA, ETFC & More

at CNBC.com (Mar 13, 2013)
Meritage Homes Announces Expiration of Early Tender Period, Preliminary Results of Tender Offer for 2017 Notes and Notice of Redemption to Holders of 2017 Notes

GlobeNewswire (Mar 13, 2013)
Meritage Homes Announces Closing of $175 Million 4.50% Senior Notes Due 2018

GlobeNewswire (Mar 13, 2013)
Meritage Homes Awarded U.S. EPA's Prestigious 2013 ENERGY STAR(R) Partner of the Year - Sustained Excellence Award for Outstanding Energy Efficiency in Production Homebuilding

GlobeNewswire (Mar 8, 2013)
Meritage Homes Announces Pricing of $175 Million Senior Unsecured Notes

GlobeNewswire (Feb 27, 2013)
Meritage Homes Announces Cash Tender Offer for Senior Subordinated Notes Due 2017

GlobeNewswire (Feb 27, 2013)
Meritage Homes Launches Private Placement of $150 Million Senior Unsecured Notes

GlobeNewswire (Feb 27, 2013)
Where to Hunt for Home Builder Value: Analyst

at CNBC.com (Feb 19, 2013)
Home Builders Won't Drop Prices

at CNBC.com (Feb 6, 2013)

MTH vs. ETF Alternatives

Company Description

Meritage Homes is a leading designer and builder of single-family attached and detached homes based on the number of home closings. We operate in the historically high-growth southern and western United States. We offer a variety of homes that are designed to appeal to a wide range of... More

Sector: Industrial Goods

Industry: Residential Construction

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Thursday, April 25, 3:24 PM The Homebuilder ETF (XHB +1.2%) gains after PulteGroup (PHM +5.5%) reported Q1 closings up 23%, with the average selling price up 10%. Meritage Homes (MTH +1.1%) yesterday reported a 17% increase in prices, while Ryland Group (RYL +6.7%) last night said its average price rose 8.2%. "Housing demand is greater than the supply of homes available for sale in many of the areas where we operate," says Meritage CEO Steven Hilton. Comment! [On the Move]
Wednesday, April 24, 12:19 PM Meritage Homes (MTH +5.2%) moves higher today on a solid Q1 earnings beat this morning. The number of closed homes for the quarter jumped 17% as closing surged 39% and orders jumped 35%. What's really driving the stock right now is its forecast for FY13. The homebuilder's EPS forecast, based on a 40% increase in closings revenue the rest of the year, puts the midpoint of its profit estimate more than 15% above consensus views - which were already double that from 2012. It now expects to earn between $2.20 - 2.45, versus Street estimates of $2.04. Comment! [Earnings, On the Move]
Wednesday, April 24, 8:08 AM Meritage (MTH): Q1 EPS of $0.32 beats by $0.07. Revenue of $336.4M beats by $12.02M. (PR) Comment! [Earnings, Breaking News]
Wednesday, April 24, 12:05 AM Notable earnings before Wednesday’s open: ABB, ABX, ASH, ATI, AVY, BA, BYD, CFR, CKSW, COR, CP, CS, CVE, DPS, EDU, ELN, EMN, ERIC, F, FDML, GD, GLW, GRA, HCBK, HES, ICON, LAD, LL, LLY, LO, MDCO, MSI, MTH, NDAQ, NOC, NS, NVS, NYCB, OC, OCR, OSIS, PG, PLD, PX, RES, ROK, S, SO, SVU, TEL, TKR, TMO, TROW, TUP, USG, VLY, VMED, WAB, WHR, WLP, WM, WYN Comment! [Earnings]
Tuesday, April 23, 5:30 PM Notable earnings before Wednesday’s open: ABB, ABX, ASH, ATI, AVY, BA, BYD, CFR, CKSW, COR, CP, CS, CVE, DPS, EDU, ELN, EMN, ERIC, F, FDML, GD, GLW, GRA, HCBK, HES, ICON, LAD, LL, LLY, LO, MDCO, MSI, MTH, NDAQ, NOC, NS, NVS, NYCB, OC, OCR, OSIS, PG, PLD, PX, RES, ROK, S, SO, SVU, TEL, TKR, TMO, TROW, TUP, USG, VLY, VMED, WAB, WHR, WLP, WM, WYN Comment! [Earnings]
Monday, April 22, 12:11 PM Homebuilders slip today on weaker than anticipated earnings out of NVR and a miss on Existing Home Sales numbers for March: [(XHB -0.6%, [HOV]] -1.6%, MTH -0.6%, RYL -1.3%, TOL -1.4%, TPH -0.4%, DHI -0.2%, KBH -0.2%, LEN -1.2%, SPF -1%. Home improvement superstore operators also feel the pinch: (HD -0.4% and (LOW -1.2%. 2 Comments [On the Move, U.S. Economy]
Friday, March 15, 4:38 PM Homebuilder stocks are moving away from trading on the macro news and beginning to trade more on company-specific fundamentals, according to Wells Fargo. While most homebuilder shares have outperformed the S&P 500 over the last twelve months, different patterns are starting to emerge. Performance within the sector is beginning to fragment. Over the last week for example, half of the builders the firm follows outperformed while half underperformed. Similarly over the last month, only 5 of the 12 outperformed. 7 Comments [U.S. Economy]
Thursday, March 14, 3:54 PM Not shying away from a hot sector, Sterne Agee calls for over-weighting the homebuilders (XHB) ahead of Q1 earnings. "We believe housing supply is not sufficient to meet demand," says Sterne simply, and inventory in key regions has fallen to levels where builders from the low to high end can all raise prices. Top individual picks: RYL, DHI, MTH. 2 Comments
Thursday, January 31, 8:18 AM Meritage Homes (MTH): Q4 EPS of $2.49. Revenue of $364.1M beats by $109.6M. (PR) Comment! [Earnings, Breaking News]
Thursday, October 25, 2012, 9:33 AM Meritage Homes (MTH): Q3 EPS of $0.19 misses by $0.14. Revenue of $342.6M. (PR) Comment! [Earnings]
Wednesday, October 17, 2012, 2:59 PM Everything to do with homebuilding moves up today on September's housing data surge: Hovanian (HOV +9.5%), KB Home (KBH +8.3%), Toll Bros. (TOL +2.5%), Ryland (RYL +4.4%), Standard Pacific (SPF +3.8%) and Meritage Homes (MTH +3.4%) all trade higher, as well as makers of fixtures like faucets and cabinets: Masco (MAS +1.4%), Fortune Brands Home & Security (FBHS +3%) and American Woodmark (AMWD +3%). 1 Comment [On the Move, U.S. Economy]
Wednesday, September 19, 2012, 6:25 PM Home builders (XHB +1.8%) ranked among today's top gainers on surging single-family housing starts and existing home sales rising at the highest pace since the first-time homebuyer tax credit artificially sparked sales in mid-2010. But hold the champagne; a Harvard analyst still sees single-family starts rising only to ~1M, "not even half-way back to where we should be in terms of long-term trends." Comment! [Consumer, U.S. Economy]
Thursday, July 26, 2012, 10:29 AM Meritage (MTH): Q2 EPS of $0.24 beats by $0.10. Revenue of $282.1M (+28.1% Y/Y) beats by $1.87M. (PR) Comment! [Earnings]
Friday, July 13, 2012, 4:04 PM MKM Partners makes a bullish call on homebuilders, upgrading KB Home (KBH +1.8%) and D.R. Horton (DHI +1.7%) along the way. The firm expects new home sales growth to accelerate heading into fall, which in turn will lift valuations. Positive comments made by KB following its FQ2 report, together with equity offerings from Meritage (MTH) and Beazer (BZH), are seen as reasons for optimism. (Hovnanian) 3 Comments [Quick Ideas]
Thursday, April 26, 2012, 10:54 AM Meritage Homes (MTH): Q1 EPS of -$0.15 misses by $0.09. Revenue of $204M (+15.1% Y/Y) in-line. (PR) Comment! [Earnings]
Friday, March 9, 2012, 8:28 AM Credit Suisse takes a shine to stocks sitting in the homebuilder sector, lifting up its rating up on five names. Analysts take Toll Brothers (TOL), Lennar (LEN), and D.R. Horton (DHI) up to Outperform from Neutral, while Ryland (RYL) and Meritage Homes (MTH) get boosted to Neutral from Underperform. If Credit Suisse's call is spot-on, it also bodes well for XHB. 1 Comment [Quick Ideas]

Michael Bryant
Rock-Tenn ($RKT), Overstock ($OSTK), Lumber Liquidators ($LL), Avery Dennison ($AVY), & Meritage Homes ($MTH) rose Wed. on unusual volume.
Apr 24, 11:54 PM
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Michael Bryant: I think $OSTK is a turn-around. $MTH look good, too. $RKT is your boring packaging companies.
Apr 24, 11:58 PM
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Michael Bryant
ARM Holdings ($ARMH), Packaging Corp ($PKG), Panera Bread ($PNRA), Rock-Tenn ($RKT), & Meritage Homes ($MTH) rose Tuesday on unusual volume.
Apr 23, 11:26 PM
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Michael Bryant: Wow, all great stocks. I really like $ARMH & $PNRA.
Apr 23, 11:31 PM
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ltfinger
Potential Downgrades (4/2/13): , $LOGM, $LSTR, $MTH, $MTSC, $MX, $NEM, $NFLX, $NSR, $PII, $POWI, $RHP, $RS, $RYL, $SAA, $SLW, $SMTC, $SOHU
Apr 3, 1:22 AM
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Michael Bryant
Meritage Homes ($MTH) seems to be one of the few homebuilder doing well. http://yhoo.it/13tdE3j;c=
Mar 26, 9:42 AM
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Michael Bryant
Stepan Company ($SCL), Meritage Homes ($MTH), Tredegar ($TG), PAREXEL International ($PRXL), & Lindsay ($LNN) rose Friday on unusual volume.
Mar 18, 12:04 AM
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Michael Bryant: I like $MTH and $LNN.
Mar 18, 12:08 AM
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ltfinger
Today's New Upgrades (3/6/13): $ALXN, $AMCX, $ASGN, $BIG, $BLK, $BWA, $C, $DGI, $DHI, $EW, $JCI, $JEC, $LL, $LYB, $MHO, $MTH, $ODFL
Mar 7, 7:52 AM
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ltfinger
Potential Upgrades(3/13/2013): $ADSK, $ALXN, $BYI, $COF, $EBAY, $LL, $MTH, $QIHU, $RCII, $SLG, $SSYS, $VLO, $WSM
Mar 4, 10:27 PM
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Ryan Mallory
LiveCharts: Some Excellent Setups Today favorites coming from $VIP $PPP and $MTH http://bit.ly/12zkr9G $LNKD $ORCL $YHOO $STX SSYS
Feb 8, 2:11 PM
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freefdawatchlist
http://bit.ly/MR1skJ After hour percentage gainer $SIMG(22%) $DEPO(9%) $MRGE (8%) $PZZA(7%) $GNW(7%) $MTH (6%)
8/1/12
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Dr. Kris
Homebuilders still going strong: 8 are up 2% today to new highs: DHI, PHM, TOL, LEN, RYL, MHO, MTH; the etf, ITB, also @ a new high.
7/5/12
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Hillbilly Stock Star: Hopefully helps my utes,......STR, MDU, OKE,.....Long.
7/5/12
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Toyman317: I wish I would have kept Z. Left some on the table there.
7/5/12
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LATEST REPLIES

Michael Bryant
Rock-Tenn ($RKT), Overstock ($OSTK), Lumber Liquidators ($LL), Avery Dennison ($AVY), & Meritage Homes ($MTH) rose Wed. on unusual volume.
Apr 24, 11:54 PM
Reply (1)

• !Report Abuse
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Michael Bryant: I think $OSTK is a turn-around. $MTH look good, too. $RKT is your boring packaging companies.
Apr 24, 11:58 PM
• !Report Abuse
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140 characters

Michael Bryant
ARM Holdings ($ARMH), Packaging Corp ($PKG), Panera Bread ($PNRA), Rock-Tenn ($RKT), & Meritage Homes ($MTH) rose Tuesday on unusual volume.
Apr 23, 11:26 PM
Reply (1)

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Michael Bryant: Wow, all great stocks. I really like $ARMH & $PNRA.
Apr 23, 11:31 PM
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Michael Bryant
Stepan Company ($SCL), Meritage Homes ($MTH), Tredegar ($TG), PAREXEL International ($PRXL), & Lindsay ($LNN) rose Friday on unusual volume.
Mar 18, 12:04 AM
Reply (1)

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Michael Bryant: I like $MTH and $LNN.
Mar 18, 12:08 AM
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140 characters

Dr. Kris
Homebuilders still going strong: 8 are up 2% today to new highs: DHI, PHM, TOL, LEN, RYL, MHO, MTH; the etf, ITB, also @ a new high.
7/5/12
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Hillbilly Stock Star: Hopefully helps my utes,......STR, MDU, OKE,.....Long.
7/5/12
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Toyman317: I wish I would have kept Z. Left some on the table there.
7/5/12
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Dr. Kris
Homebuilders jump after $LEN beat estimates saying housing market slowly improving. Breaking out to new highs: $MTH, $MDC, $SPF, $RYL.
6/27/12
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realornot: thank you very much. I bought held and now sold with nice profits! buy again on the next low dip!
6/27/12
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1980XLS-2.0: HD more popular with retail DIY-ers vs Proffessional homebuilders
6/27/12
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MTH Meritage Homes Corporation

MTH

Meritage Homes Corporation