2 analysts examine the Residential Construction segment in this 12-page report from The Wall Street Transcript.
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Outlook for Housing & Homebuilders: Robert Stevenson, Fox-Pitt Kelton Cochran Caronia Waller (USA) LLC
Outlook for Homebuilding Companies: Kenneth M. Leon, Standard & Poor’s US Equity Research
Topics covered: Mortgage rates - The uncertain economic situation - Public homebuilders - Borrowing costs - Home prices - Operating fundamentals - Cancellation rates - Contract value - Debt maturities - Asset impairments - Smaller homes
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Companies covered: KB Home (KBH); Toll Brother (TOL); Hovnanian Homes (HOV); Ryland Group (RYL); M.D.C. Holdings (MDC); D.R. Horton (DHI); Standard Pacific (SPF); NVR (NVR); Centex (CTX); Lennar (LEN).


