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Manufacturing / Engineering Newsletter

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The latest headlines and interview extracts:

FD of Telford Homes discusses favorable characteristics for urban development in London (10/20/03)
- JON DI-STEFANO, Telford Homes Plc
- Residential Construction


CE is confident Persimmon Plc will continue to prosper in UK homebuilding market (10/20/03)
- JOHN WHITE, Persimmon plc
- Residential Construction


Analyst finds Hovnanian interesting (3/15/02)
- SAMUEL A. LIEBER, Alpine Management & Research LLC
- Residential Construction


Off The Record: A Homebuilder Expert favors Lennar (3/15/02)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Residential Construction


Off The Record: A Top Analyst praises Pulte Homes' management team (3/14/02)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Residential Construction


Analyst highlights Meritage (3/14/02)
- JAMES F. WILSON, Jolson Merchant Partners Group, LLC
- Residential Construction


Analyst finds Standard Pacific interesting (3/13/02)
- JAMES F. WILSON, Jolson Merchant Partners Group, LLC
- Residential Construction


Analyst favors Lennar (3/13/02)
- CARL E. REICHARDT, Banc of America Securities
- Residential Construction


Off The Record: A Leading Analyst highlights D.R. Horton (3/13/02)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Residential Construction


Analyst highlights Centex (3/12/02)
- SCOTT H. CAMPBELL, Raymond James and Associates
- Residential Construction


Ryland’s internal growth story is very strong, reports Analyst (3/12/02)
- CARL E. REICHARDT, Banc of America Securities
- Residential Construction


Off The Record: KB has performed reasonably well in this very good housing market, notes Analyst (3/12/02)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Residential Construction


Analyst cites Masco as a Strong Buy rated stock (3/12/02)
- ROBERT MARSHALL, Wachovia Securities
- Residential Construction


Analyst cites Ryland as a unique small cap builder (8/17/01)
- SCOTT H. CAMPBELL, Raymond James & Associates
- Residential Construction


Analyst favors KB Home (8/17/01)
- JOSEPH SROKA, Merrill Lynch
- Residential Construction


Off The Record: Centex has consistently beat analyst expectations, says a leading Industry Observer (8/17/01)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Residential Construction


Analyst favors Lennar’s balance sheet (8/17/01)
- CARL E. REICHARDT, Banc of America Securities
- Residential Construction


Analyst favors Centex's diversified portfolio (8/16/01)
- JOSEPH SROKA, Merrill Lynch
- Residential Construction


Analyst favors Crossmann Communities (8/15/01)
- SCOTT H. CAMPBELL, Raymond James & Associates
- Residential Construction


Pulte Homes is one of Analyst's top pick (8/14/01)
- SCOTT H. CAMPBELL, Raymond James & Associates
- Residential Construction


Kaufman & Broad is among the market leaders in Texas and Colorado, reports Analyst (3/1/01)
- STEPHEN P. PERCOCO, Lark Research, Inc.
- Residential Construction


Merrill Lynch Analyst recommends Lennar (10/5/00)
- ROBERT P. CURRAN, Merrill Lynch
- Residential Construction


Merrill Lynch Analyst recommends Kaufman & Broad Home Corp. (10/4/00)
- ROBERT P. CURRAN, Merrill Lynch
- Residential Construction


Merrill Lynch Analyst comments on Conseco (10/3/00)
- ROBERT P. CURRAN, Merrill Lynch
- Residential Construction


Company Interview Excerpt: John Bennett - Westbury Plc (WBY.L) (0/0/00)
- John Bennett, Westbury Plc (WBY.L)
- Residential Construction


Analyst Interview Excerpt: Outlook For Homebuilders: Joseph Sroka - Merrill Lynch (0/0/00)
- Joseph Sroka, Merrill Lynch
- Residential Construction


Company Interview Excerpt: Steven Hilton - Meritage Homes Corporation (MTH) (0/0/00)
- Steven Hilton, Meritage Homes Corporation (MTH)
- Residential Construction


Company Interview Excerpt: Kelly Masuda - KB Home (KBH) (0/0/00)
- Kelly Masuda, KB Home (KBH)
- Residential Construction


Company Interview Excerpt: Don Defosset - Walter Industries Inc (WLT) (0/0/00)
- Don Defosset, Walter Industries Inc (WLT)
- Residential Construction


Company Interview Excerpt: David Calver - Galliford Try Plc (GFRD.L) (0/0/00)
- David Calver, Galliford Try Plc (GFRD.L)
- Residential Construction


Company Interview Excerpt: Ronald Cooper - Improvenet Inc (IMPV) (0/0/00)
- Ronald Cooper, Improvenet Inc (IMPV)
- Residential Construction


Company Interview Excerpt: Richard Dugas Jr. - Pulte Homes Inc (PHM) (0/0/00)
- Richard Dugas Jr., Pulte Homes Inc (PHM)
- Residential Construction


Analyst Interview Excerpt: Home Building Stocks : Sheldon Grodsky - Grodsky Associates Inc (0/0/00)
- Sheldon Grodsky, Grodsky Associates Inc
- Residential Construction


Company Interview Excerpt: Stephen Wall - Choice Homes (0/0/00)
- Stephen Wall, Choice Homes
- Residential Construction


Analyst Interview Excerpt: Outlook For Residential Construction – Robert Stevenson – Fox-pitt Kelton Cochran Caronia Waller (USA) (0/0/00)
- ,
- Residential Construction


Company Interview Excerpt: Ara Hovnanian - Hovnanian Enterprises Inc (HOV) (0/0/00)
- Ara Hovnanian, Hovnanian Enterprises Inc (HOV)
- Residential Construction


Company Interview Excerpt: Ian Robertson - Wilson Bowden (WLB.L) (0/0/00)
- Ian Robertson, Wilson Bowden (WLB.L)
- Residential Construction


: Roundtable Forum: Homebuilding Industry (0/0/00)
- CARL E. REICHARDT, Banc of America Securities
- Residential Construction


: Off The Record: Homebuilding Industry (0/0/00)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Residential Construction


Company Interview Excerpt: Mark O'BRIEN - Pulte Homes Inc (PHM) (0/0/00)
- Mark O'BRIEN, Pulte Homes Inc (PHM)
- Residential Construction


Company Interview Excerpt: Charles Skibo - Houseraising Inc (HRAI) (0/0/00)
- Charles Skibo, Houseraising Inc (HRAI)
- Residential Construction


Company Interview Excerpt: Larry A. Mizel - M.D.C. Holdings Inc (MDC) (0/0/00)
- Larry A. Mizel, M.D.C. Holdings Inc (MDC)
- Residential Construction


Company Interview Excerpt: James Schuler - Schuler Homes Inc (SHLR) (0/0/00)
- James Schuler, Schuler Homes Inc (SHLR)
- Residential Construction


: Roundtable Forum: Homebuilding (0/0/00)
- ,
- Residential Construction


Company Interview Excerpt: Paris Reece - Mdc Holdings Inc (MDC) (0/0/00)
- Paris Reece, Mdc Holdings Inc (MDC)
- Residential Construction


Company Interview Excerpt: David Stockert - Post Properties Inc (PPS) (0/0/00)
- David Stockert, Post Properties Inc (PPS)
- Residential Construction


Company Interview Excerpt: Blair Richardson - Tgs Properties Ltd (TGP.TO) (0/0/00)
- Blair Richardson, Tgs Properties Ltd (TGP.TO)
- Residential Construction


Analyst Interview Excerpt: Outlook For Homebuilding Stocks: Carl Reichhardt - Banc OF America Securities (0/0/00)
- Carl Reichhardt, Banc OF America Securities
- Residential Construction


Company Interview Excerpt: Richard Dugas Jr. - Pulte Homes Inc (PHM) (0/0/00)
- Richard Dugas Jr., Pulte Homes Inc (PHM)
- Residential Construction


Company Interview Excerpt: Antonio Mon - Technical Olympic Usa Inc (TOUS) (0/0/00)
- Antonio Mon, Technical Olympic Usa Inc (TOUS)
- Residential Construction


Company Interview Excerpt: Laurence E. Hirsch - Centex Corporation (CTX) (0/0/00)
- Laurence E. Hirsch, Centex Corporation (CTX)
- Residential Construction


Company Interview Excerpt: Frank Dalene – Hamptons Luxury Homes, Inc. (HLXH) (0/0/00)
- ,
- Residential Construction


Company Interview Excerpt: Douglas Borror - Dominion Homes Inc (DHOM) (0/0/00)
- Douglas Borror, Dominion Homes Inc (DHOM)
- Residential Construction


Company Interview Excerpt: Keith Lovelock - Mccarthy & Stone Plc (MCTY.L) (0/0/00)
- Keith Lovelock, Mccarthy & Stone Plc (MCTY.L)
- Residential Construction


Company Interview Excerpt: Bruce Karatz - KB Home (KBH) (0/0/00)
- Bruce Karatz, KB Home (KBH)
- Residential Construction


Company Interview Excerpt: Timothy Eller - Centex Corporation (CTX) (0/0/00)
- Timothy Eller, Centex Corporation (CTX)
- Residential Construction


Company Interview Excerpt: John Landon - Meritage Corporation (MTH) (0/0/00)
- John Landon, Meritage Corporation (MTH)
- Residential Construction


Company Interview Excerpt: Bruce Labovitz - Comstock Homebuilding Companies Inc (CHCI) (0/0/00)
- Bruce Labovitz, Comstock Homebuilding Companies Inc (CHCI)
- Residential Construction


Company Interview Excerpt: Bruce Karatz - KB Home (KBH) (0/0/00)
- Bruce Karatz, KB Home (KBH)
- Residential Construction


Company Interview Excerpt: Laurence Hirsch - Centex Corporation (CTX) (0/0/00)
- Laurence Hirsch, Centex Corporation (CTX)
- Residential Construction


Company Interview Excerpt: Steve Lidgate - Laing (JOHN) Plc (LNGO.L) (0/0/00)
- Steve Lidgate, Laing (JOHN) Plc (LNGO.L)
- Residential Construction


Company Interview Excerpt: Peter O'HANLON - Dominion Homes Inc (DHOM) (0/0/00)
- Peter O'HANLON, Dominion Homes Inc (DHOM)
- Residential Construction


: Off The Record: Homebuilding Industry (0/0/00)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Residential Construction


Analyst Interview Excerpt: Outlook For Homebuilding: Joseph Sroka - Merrill Lynch Global Securities (0/0/00)
- Joseph Sroka, Merrill Lynch Global Securities
- Residential Construction


Analyst Interview Excerpt: Outlook For Homebuilding Stocks: Stephen Kim - Citigroup Smith Barney (0/0/00)
- Stephen Kim, Citigroup Smith Barney
- Residential Construction


Company Interview Excerpt: Andrew Parnes - Standard Pacific Corporation (SPF) (0/0/00)
- Andrew Parnes, Standard Pacific Corporation (SPF)
- Residential Construction


Company Interview Excerpt: Ara Hovnanian - Hovnanian Enterprises Inc (HOV) (0/0/00)
- Ara Hovnanian, Hovnanian Enterprises Inc (HOV)
- Residential Construction


Company Interview Excerpt: Bruce Walker - Fairbriar Plc (FBR.L) (0/0/00)
- Bruce Walker, Fairbriar Plc (FBR.L)
- Residential Construction


Company Interview Excerpt: Jeffrey Orleans - Orleans Homebuilders Inc (OHB) (0/0/00)
- Jeffrey Orleans, Orleans Homebuilders Inc (OHB)
- Residential Construction


Company Interview Excerpt: Gary Reece - Mdc Holdings Inc (MDC) (0/0/00)
- Gary Reece, Mdc Holdings Inc (MDC)
- Residential Construction


Company Interview Excerpt: Robert J. Strudler - U.S. Home Corporation (UH) (0/0/00)
- Robert J. Strudler, U.S. Home Corporation (UH)
- Residential Construction


Company Interview Excerpt: Richard Dugas - Pulte Homes Inc (PHM) (0/0/00)
- Richard Dugas, Pulte Homes Inc (PHM)
- Residential Construction


: Roundtable Forum: Homebuilding Industry (0/0/00)
- ROBERT P. CURRAN, Merrill Lynch
- Residential Construction


Company Interview Excerpt: Oliver Whitehead - Mcalpine(alfred) Plc (MCA.L) (0/0/00)
- Oliver Whitehead, Mcalpine(alfred) Plc (MCA.L)
- Residential Construction


Company Interview Excerpt: Ara Hovnanian - Hovnanian Enterprises Inc (HOV) (0/0/00)
- Ara Hovnanian, Hovnanian Enterprises Inc (HOV)
- Residential Construction


Company Interview Excerpt: Raymond Pacini - California Coastal Communities Inc (CALC) (0/0/00)
- Raymond Pacini, California Coastal Communities Inc (CALC)
- Residential Construction


Company Interview Excerpt: Terry E. Trexel - Nobility Homes Inc (NOBH) (0/0/00)
- Terry E. Trexel, Nobility Homes Inc (NOBH)
- Residential Construction


Company Interview Excerpt: Don Defosset - Walter Industries Inc (WLT) (0/0/00)
- Don Defosset, Walter Industries Inc (WLT)
- Residential Construction


: Roundtable Forum: Outlook For Homebuilding (0/0/00)
- ,
- Residential Construction


: Roundtable Forum: Homebuilding Industry (0/0/00)
- SAMUEL A. LIEBER, ALPINE REAL ESTATE EQUITY FUNDS
- Residential Construction


Analyst Interview Excerpt: Outlook For Home Builders: Stephen Percoco - Lark Research Inc (0/0/00)
- Stephen Percoco, Lark Research Inc
- Residential Construction


Company Interview Excerpt: Larry Mizel - M.D.C Holdings Inc (MDC) (0/0/00)
- Larry Mizel, M.D.C Holdings Inc (MDC)
- Residential Construction


Company Interview Excerpt: Ara Hovnanian - Hovnanian Enterprises Inc (HOV) (0/0/00)
- Ara Hovnanian, Hovnanian Enterprises Inc (HOV)
- Residential Construction


Company Interview Excerpt: Alan Levan - Levitt Corporation (LEV) (0/0/00)
- Alan Levan, Levitt Corporation (LEV)
- Residential Construction


Company Interview Excerpt: Douglas G. Borror - Dominion Homes Inc (DHOM) (0/0/00)
- Douglas G. Borror, Dominion Homes Inc (DHOM)
- Residential Construction


Company Interview Excerpt: Robert I. Toll - Toll Brothers Inc (TOL) (0/0/00)
- Robert I. Toll, Toll Brothers Inc (TOL)
- Residential Construction


: Roundtable Forum: Homebuilding Industry (0/0/00)
- ,
- Residential Construction


Company Interview Excerpt: Laurence Hirsch - Centex Corporation (CTX) (0/0/00)
- Laurence Hirsch, Centex Corporation (CTX)
- Residential Construction


Company Interview Excerpt: Timothy Eller - Centex Corporation (CTX) (0/0/00)
- Timothy Eller, Centex Corporation (CTX)
- Residential Construction


Company Interview Excerpt: Benjamin Goldman - Orleans Homebuilders Inc (OHB) (0/0/00)
- Benjamin Goldman, Orleans Homebuilders Inc (OHB)
- Residential Construction


Company Interview Excerpt: Robert W. Lindal - Lindal Cedar Homes (LNDL) (0/0/00)
- Robert W. Lindal, Lindal Cedar Homes (LNDL)
- Residential Construction


Analyst Interview Excerpt: Outlook For Homebuilding - Robert Stevenson - Morgan Stanley (0/0/00)
- Outlook For Homebuilding, Robert Stevenson - Morgan Stanley
- Residential Construction


Analyst Interview Excerpt: Outlook For Housing & Homebuilders – Robert Stevenson – Fox-pitt Kelton Cochran Caronia Waller (USA) Ll (0/0/00)
- ,
- Residential Construction


Company Interview Excerpt: Robert Burgess - Pulte Corporation (PHM) (0/0/00)
- Robert Burgess, Pulte Corporation (PHM)
- Residential Construction


Company Interview Excerpt: Barry O’CONNOR - Mcinerney Holdings Plc (MCI.L) (0/0/00)
- Barry O’CONNOR, Mcinerney Holdings Plc (MCI.L)
- Residential Construction


Company Interview Excerpt: Joel Rassman - Toll Brothers Inc (TOL) (0/0/00)
- Joel Rassman, Toll Brothers Inc (TOL)
- Residential Construction


Company Interview Excerpt: Don Witmer - Home Director Inc (HMDR) (0/0/00)
- Don Witmer, Home Director Inc (HMDR)
- Residential Construction


Company Interview Excerpt: Paris Reece Iii - M.D.C. Holdings Inc (MDC) (0/0/00)
- Paris Reece Iii, M.D.C. Holdings Inc (MDC)
- Residential Construction


Company Interview Excerpt: Kelly Masuda - KB Home (KBH) (0/0/00)
- Kelly Masuda, KB Home (KBH)
- Residential Construction


Company Interview Excerpt: Roger Rached - International Hi-tech Industries Inc (IHITF) (0/0/00)
- Roger Rached, International Hi-tech Industries Inc (IHITF)
- Residential Construction


Company Interview Excerpt: Sergio Pino - Century Builders Group (CNYB.OB) (0/0/00)
- Sergio Pino, Century Builders Group (CNYB.OB)
- Residential Construction


Company Interview Excerpt: Graham Cherry - Countryside Properties Plc (CYD.L) (0/0/00)
- Graham Cherry, Countryside Properties Plc (CYD.L)
- Residential Construction


Company Interview Excerpt: Walter Young - Champion Enterprises Inc (CHB) (0/0/00)
- Walter Young, Champion Enterprises Inc (CHB)
- Residential Construction


Company Interview Excerpt: Bruce Labovitz - Comstock Homebuilding Companies Inc (CHCI) (0/0/00)
- Bruce Labovitz, Comstock Homebuilding Companies Inc (CHCI)
- Residential Construction


Company Interview Excerpt: Matthew Schilowitz - Harmet Organization Inc (HMAT) (0/0/00)
- Matthew Schilowitz, Harmet Organization Inc (HMAT)
- Residential Construction


Company Interview Excerpt: Marc Shuman - Garagetek Inc (0/0/00)
- Marc Shuman, Garagetek Inc
- Residential Construction


Company Interview Excerpt: John White - Persimmon Plc (PSN.L) (0/0/00)
- John White, Persimmon Plc (PSN.L)
- Residential Construction


: Roundtable Forum: Homebuilding Industry (0/0/00)
- SCOTT H. CAMPBELL, Raymond James and Associates
- Residential Construction


Company Interview Excerpt: John Landon - Meritage Corporation (MTH) (0/0/00)
- John Landon, Meritage Corporation (MTH)
- Residential Construction


Company Interview Excerpt: Stephen Scarborough - Standard Pacific Corporation (SPF) (0/0/00)
- Stephen Scarborough, Standard Pacific Corporation (SPF)
- Residential Construction


Company Interview Excerpt: Ira C. Norris - Inco Homes Corporation (INHM) (0/0/00)
- Ira C. Norris, Inco Homes Corporation (INHM)
- Residential Construction


Company Interview Excerpt: Matthew Thorne - Mccarthy & Stone (MCTY.L) (0/0/00)
- Matthew Thorne, Mccarthy & Stone (MCTY.L)
- Residential Construction


Analyst Interview Excerpt: Investing IN Homebuilding Stocks – David Goldberg – Ubs (0/0/00)
- ,
- Residential Construction


Company Interview Excerpt: Walter R. Young Jr. - Champion Enterprises Inc (CHB) (0/0/00)
- Walter R. Young Jr., Champion Enterprises Inc (CHB)
- Residential Construction


Company Interview Excerpt: Allen Chan - Sino-forest Corporation (TREA.A.TO) (0/0/00)
- Allen Chan, Sino-forest Corporation (TREA.A.TO)
- Residential Construction


Company Interview Excerpt: Warren Arseneau - Rtica Corporation (RTN.V) (0/0/00)
- Warren Arseneau, Rtica Corporation (RTN.V)
- Residential Construction


Company Interview Excerpt: Mervyn Pinto - Minaean International Corporation (MIB.V) (0/0/00)
- Mervyn Pinto, Minaean International Corporation (MIB.V)
- Residential Construction


Company Interview Excerpt: Paris Reece Iii - M.D.C. Holdings Inc (MDC) (0/0/00)
- Paris Reece Iii, M.D.C. Holdings Inc (MDC)
- Residential Construction


Analyst Interview Excerpt: Outlook For Homebuilding: Matthew Moyer - A.G. Edwards & Sons (0/0/00)
- Matthew Moyer, A.G. Edwards & Sons
- Residential Construction


: Roundtable Forum: Residential Construction (0/0/00)
- ,
- Residential Construction


Company Interview Excerpt: Bruce Karatz - Kaufman & Broad Home Corporation (KBH) (0/0/00)
- Bruce Karatz, Kaufman & Broad Home Corporation (KBH)
- Residential Construction


Company Interview Excerpt: Larry Seay - Meritage Corporation (MTH) (0/0/00)
- Larry Seay, Meritage Corporation (MTH)
- Residential Construction


Company Interview Excerpt: Jerry Starkey - Wci Communities Inc (WCI) (0/0/00)
- Jerry Starkey, Wci Communities Inc (WCI)
- Residential Construction


Company Interview Excerpt: Laurence Hirsch - Centex Corporation (CTX) (0/0/00)
- Laurence Hirsch, Centex Corporation (CTX)
- Residential Construction


Analyst Interview Excerpt: Outlook For Homebuilding - Eric Landry - Morningstar, Inc. (0/0/00)
- Outlook For Homebuilding, Eric Landry - Morningstar, Inc.
- Residential Construction


Analyst Interview Excerpt: Outlook For Homebuilding Companies – Kenneth M. Leon – Standard & Poor's US Equity Research (0/0/00)
- ,
- Residential Construction


Company Interview Excerpt: Gaylord Lindal - Viceroy Homes Ltd (VHLA.TO) (0/0/00)
- Gaylord Lindal, Viceroy Homes Ltd (VHLA.TO)
- Residential Construction


Company Interview Excerpt: Ashley Fernandes - Ast Promotions (0/0/00)
- Ashley Fernandes, Ast Promotions
- Residential Construction


Company Interview Excerpt: David Weiss - Beazer Homes Usa Inc (BZH) (0/0/00)
- David Weiss, Beazer Homes Usa Inc (BZH)
- Residential Construction


Company Interview Excerpt: Laurence Hirsch - Centex Corporation (CTX) (0/0/00)
- Laurence Hirsch, Centex Corporation (CTX)
- Residential Construction


Company Interview Excerpt: Nicholas J. St. George - Oakwood Homes Corporation (OH) (0/0/00)
- Nicholas J. St. George, Oakwood Homes Corporation (OH)
- Residential Construction


Company Interview Excerpt: Roger Cregg - Pulte Homes Inc (PHM) (0/0/00)
- Roger Cregg, Pulte Homes Inc (PHM)
- Residential Construction


Company Interview Excerpt: Joel Rassman - Toll Brothers Inc (TOL) (0/0/00)
- Joel Rassman, Toll Brothers Inc (TOL)
- Residential Construction


Company Interview Excerpt: George Yeonas - The Fortress Group Inc (FRTG) (0/0/00)
- George Yeonas, The Fortress Group Inc (FRTG)
- Residential Construction




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 1999, Wall Street Transcript Corp

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