9.20.04: Outlook for Homebuilding Report
A roundtable forum and top management from 5 firms examine the outlook for homebuilding in this 33 page report from The Wall Street Transcript.

  1. Roundtable Forum: Arthur Oduma, Morningstar; Carl E. Reichardt, Wachovia Securities

  2. CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Centex Corporation, Levitt Corporation, Orleans Homebuilders, Pulte Homes and WCI Communities.

    Topics covered: S&P 500 Homebuilding Index  - Impact of interest rates  - New order growth rates  - Seasonal patterns  - Demand variables in housing  - Immigration levels  - Pricing and availability cycles  - Zoning regulations  - Housing price bubble  - Flooring index 
    Companies covered: Pulte (PHM), Centex (CTX), KB Home (KBH), D.R. Horton (DHI), Fannie Mae (FNM), Freddie Mac (FRE), Ryland Group (RYL), NVR (NVR), Standard Pacific (SPF) and Toll Brothers (TOL).
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