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Off The Record: Centex has consistently beat analyst expectations, says a leading Industry Observer Full article published: 08/17/2001     Money Managers, Analysts, Buysiders and Executives


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CENTEX CORPORATION (NYSE:CTX);

Four analysts and top management from ten sector firms examine the HomeBuilders Industry sector in this special 64-page issue from The Wall Street Transcript, available at (212/952-7433) or http://www.twst.com/info/info400.htm

“Centex has consistently beat analyst expectations,” says a leading industry observer. “Centex focuses on shareholder value. Engineering and construction is a blocking and tackling business. Certainly this whole industry’s had the wind at their backs. But I think Centex specifically has had a consistent record of good execution and has been smart in their diversification. Larry Hirsch, CEO of Centex, is an excellent manager. I feel very comfortable with him.”

“It has been announced that the number two man at Centex, VC David Quinn, is retiring next year,” states another sector specialist. “The announcement came out over a month ago and has not affected Centex’s stock at all. Quinn’s departure will have zero implications.”

This special issue includes:

1) HomeBuilders Industry - In an in-depth (15,000 words) Analyst Roundtable, Scott H. Campbell, Vice President at Raymond James & Associates, Samuel A. Lieber, CEO/ Portfolio Manager at Alpine Management & Research LLC, Carl E. Reichardt, Principal at Banc of America Securities and Joseph Sroka, Vice President at Merrill Lynch, examine the outlook for the sector including, varied mortgage products, tightness of supply and share specific stock recommendations.

2) The TWST confidential Off-The-Record survey of management performance at ten sector firms asked market insiders about the ability of management teams to create shareholder value.

3) CEO interviews (average 2,500 words). Top management of ten sector firms examine the outlook for their firm and the sector.


Tickers included in this excerpt: CTX

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This interview is a small excerpt from a comprehensive management survey published in The Wall Street Transcript on 08/13/01. For more information call (212) 952 7400. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.

Copyright 2001, Wall Street Transcript Corp.

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