SJ1977

Homebuilder M/I Homes Can't Offer Dividend or Share Buybacks

Mike, Re-read the article, they are still asking questions to MHO and the builder LEN is used as a comparison. MHO is the more realistic firm.


On Feb 12 03:15 PM Mike4911 wrote:

> Judy -- I've been following the housing industry for awhile and your
> stuff is and excellent summary.
>
> Question re: your Feb 11 report titled M/I homes... It appears it
> is actually a summary of several conf calls, etc. At one point it
> states that LEN has set impairments much more realistically than
> competitors. But then at the end of the article it has a link to
> only the MHO call.
>
> Could you clarify who really is the realistic firm? (And you might
> want to tell the folks setting up your stuff in graphics that they
> are clouding your reporting).
>
> Thanks!