Troy Bayer
Growth at reasonable price, small-cap, energy, media

Toll Brothers Is Immune To The Fed And Could Double In 2 Years

For investors in home builder stocks, the past few weeks have been quite confusing. First, the markets were set ablaze by huge jumps in confidence, new starts, and prices. The bulls didn't even have a week to run before the Fed hinted at tapering off its stimulus program. This led to a sell-off and widespread panic that mortgage rates would soar and demand for new homes would collapse.

There may be some truth behind this fear for other home builders, but Toll Brothers (NYSE:TOL) has a unique niche in the market that leaves it substantially less vulnerable to the Fed and primed to take full advantage of the housing recovery. Because TOL specializes in high-end homes, demand is...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
PRO Top long ideas returned 21.7% in 2016**
"As a PRO member, we get uniquely valuable perspective that go beyond our quantiative analysis... We rely on PRO to get beyond the numbers quickly and add much needed perspective. It keeps me ahead of the next big thing. - Mark Choate, Malaga Cove Capital"
Mark Choate, Malaga Cove Capital
"Contributors (writers and commentators), often have a long history in the secuirities they opine on and some are clearly well positioned industry participants with detailed industry views that can help provide color on where the skeletons are buried in a particular secuirity and/or industry."
Jim Roumell, Roumell Asset Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details