Ryland Group Inc. (RYL)

All Comments on RYL

  • commenter
    Sep 21 07:44 AM
    My Website
    Silver Lining in Housing Numbers? [view article]
    As we all know, real estate has its up and down cycles every so many years. That's RE101. Those who kept jumping into a down market were just numheads and shouldn't be rescued.
    Anyone notice that the 2 women senators (California) seem to have a monopoly for their jobs ? They don't do anything for the State and all they do is yell their heads off at the President of the United States, no respect to our system of elected officials even they themselves are
    elected by the people. California, wake up, we need new clean people for the job before the State falls down more. And don't complain when more jobs are heading to other States or foreign countries. Just because you keep voting for the same old faces into office.
    Reply
  • commenter
    Sep 02 12:20 PM
    Homebuilder Bankruptcies: Who Might Be Next? [view article]
    I would'nt touch any of these homebuilder stocks with a 50 foot pole!! Only a sucker would buy them. A fool and his money are soon parted! Reply
  • commenter
    Sep 01 12:53 PM
    Homebuilder News: Lawsuits, Bottom Calls... [Housing Tracker] [view article]
    Thanks! Reply
  • commenter
    Sep 01 12:41 PM
    Homebuilder News: Lawsuits, Bottom Calls... [Housing Tracker] [view article]
    Judy, the Woodside matter has an update. They have agreed to voluntarily enter Chapter 11 by September 16th. See Big Builder's online magazine. Reply
  • commenter
    Aug 24 07:25 PM
    Homebuilders Try To Ride Tax Credit Wave [Housing Tracker] [view article]
    But seriously , if you can get yields of 8.5% I'd say you have to be doing something right... Reply
  • commenter
    Aug 24 07:23 PM
    Homebuilders Try To Ride Tax Credit Wave [Housing Tracker] [view article]
    There's an argument to get into. What is a reasonable compensation for a CEO? Reply
  • commenter
    Aug 24 06:17 AM
    Homebuilders Try To Ride Tax Credit Wave [Housing Tracker] [view article]
    Two years ago I was doing research on homebuilder stocks. Here are some of the things I learned:

    1. Many CEO's earned over One Million dollars a year AND were given other benefits like stock options.

    2. None of them paid dividends with a yield over 7%.

    3. The price to book ratios were too high. Some as high as 4.

    4. Some had too much debt...debt to equity ratios over 2.5.

    5. All CEO's were very optimistic about sales for 2006, 7, 8 and 9.

    At the same time I watched TV shows saying "let us teach you how to make a fortune in real estate." or house flipping will make you 100% profits in 5 months...etc., etc.

    Now the new speculators are the bottom feeders.

    I don't understand how we have so many people who are general screwups.

    A pipeline company I bought at that time had an annual yield of 7.2%, total debt to equity ratio of less than 1., Price to book ratio of 1.2, very reasonable CEO compensation, moved other people's products from Canada to the US., good assets and was profitable.

    All of the above ratios are similar today but my yield is now 8.5%.

    I wish all of my investments had good management like TCLP.

    Long TCLP...which has Transcanada as the GP.
    Reply
  • commenter
    Aug 23 10:51 AM
    Homebuilders Try To Ride Tax Credit Wave [Housing Tracker] [view article]
    Home builders stubbornly keep hoping that gimmicks will offset the mess they created. When are they going to learn?
    1) Stop building
    2) Lower prices
    Reply
  • commenter
    Aug 23 10:47 AM
    My Website
    Homebuilders Try To Ride Tax Credit Wave [Housing Tracker] [view article]
    If you have to give a tax credit to incentivize someone to buy a house, what the market is telling us is prices are still too high.

    As Gato pointed out, the tax credit is really an interest free loan. There's a handy, free online directory of the new housing law where you can read or print out a few pages found at
    ushousingmeltdown.org/...

    The tax credit for first time home buyers is found on pages 628-637.



    Reply
  • commenter
    Aug 22 11:48 AM
    Homebuilders Try To Ride Tax Credit Wave [Housing Tracker] [view article]
    The $7,500 dollar gov. tax "credit" is only temporary..the so called "credit" is really a loan, to first time home buyers..It has to be paid back. So calling it "a tex credit"..is only another "marketing come on tag" for the uninformed.
    Reply
  • commenter
    Aug 20 10:35 AM
    My Website
    Toll Brothers Staying Alive - Fast Money Midday Recap (8/19/08) [view article]
    blah,blah,blah..nobody knows anything. just guessing.if right big brag,if wrong,hardly a word.why does anybody waste their time?
    Reply
  • commenter
    Aug 17 09:22 PM
    Liquidity Key To Picking Homebuilder Stocks - Citi [view article]
    Surprised NVR wasn't mentioned. Probably the soundest of the homebuilders... Reply
  • commenter
    Aug 17 10:06 AM
    Liquidity Key To Picking Homebuilder Stocks - Citi [view article]
    Consolidation? Are you kidding? None of these guys are going to waste cash buying a competitor with a deteriorating balance sheet. Reply
  • commenter
    Aug 16 08:55 PM
    Liquidity Key To Picking Homebuilder Stocks - Citi [view article]
    I am accumulating home builders not because I expect them to make profit in the short-term. I am hoping for comdolidation. It is very difficult to determine who will acquire who. Reply
  • commenter
    Aug 15 11:12 AM
    Homebuilders: Lennar Tries Commissions, Smart Cars [Housing Tracker] [view article]
    Why don't Lennar (and the rest of the homebuilders) try something that might work--- lowering prices? Reply