What the experts are saying about DHI-N

Signal	Opinion	Expert
DON'T BUY	D R Horton Inc.(DHI-N) August 17, 2018 Shares in US homebuilders have come off. Backup in interest rates is stalling demand for houses in US. Similar to auto market, in that once it starts to roll, it’s not something you want to trade over the short term. contractors 0 0 0 0 0 0 comments	Shares in US homebuilders have come off. Backup in interest rates is stalling demand for houses in US. Similar to auto market, in that once it starts to roll, it’s not something you want to trade over the short term. contractors 0 0 0 0 0 0 comments Bryden Teich Portfolio , Avenue Investment Ma... Price $44.380 Owned Unknown

PAST TOP PICK	D R Horton Inc.(DHI-N) July 18, 2018 (A Top Pick July 18/17 Up 19%). This is a leader in the home building space. He would still be a buyer here. There is a shortage of lots to build on and getting permit approvals. There are tons of buyers, just not enough properties to meet the demand. contractors 0 0 0 0 0 0 comments	(A Top Pick July 18/17 Up 19%). This is a leader in the home building space. He would still be a buyer here. There is a shortage of lots to build on and getting permit approvals. There are tons of buyers, just not enough properties to meet the demand. contractors 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $43.250 Owned Yes
TOP PICK	D R Horton Inc.(DHI-N) July 18, 2017 The largest homebuilder in the world. They operate in 27 states and have $12 billion in revenue. New home sales are growing at greater than 10% in the majority of US states. The inventory of new homes going back to 1988, is just off the lows. The problem has been not enough homes. This company sells into the entry level buyer, and the millennials are just starting to buy homes. If there is a prolonged, economic, slow expansion, there is a pent-up demand for new homes. Dividend yield of 1.1%. (Analysts’ price target is $38.) contractors 0 0 0 0 0 0 comments	The largest homebuilder in the world. They operate in 27 states and have $12 billion in revenue. New home sales are growing at greater than 10% in the majority of US states. The inventory of new homes going back to 1988, is just off the lows. The problem has been not enough homes. This company sells into the entry level buyer, and the millennials are just starting to buy homes. If there is a prolonged, economic, slow expansion, there is a pent-up demand for new homes. Dividend yield of 1.1%. (Analysts’ price target is $38.) contractors 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $36.410 Owned Yes
COMMENT	D R Horton Inc.(DHI-N) November 13, 2013 He did extremely well with the homebuilders back 10-12 years ago and was fortunate enough to get out of these by 2005-2006. They’re now starting to hit his screens again and are interesting situations. It is a volatile environment, but, if you can put up with a little bit of volatility, this would not be a bad idea. His favourite in the group is Ryland Group (RYL-N). From a valuation and exposure standpoint, they are the best positioned. contractors 0 0 0 0 0 0 comments	He did extremely well with the homebuilders back 10-12 years ago and was fortunate enough to get out of these by 2005-2006. They’re now starting to hit his screens again and are interesting situations. It is a volatile environment, but, if you can put up with a little bit of volatility, this would not be a bad idea. His favourite in the group is Ryland Group (RYL-N). From a valuation and exposure standpoint, they are the best positioned. contractors 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $19.050 Owned No
DON'T BUY	D R Horton Inc.(DHI-N) July 9, 2008 US homebuilder. Have been hurt because of the housing demise. A little bit early to get into this area. contractors 0 0 0 0 0 0 comments	US homebuilder. Have been hurt because of the housing demise. A little bit early to get into this area. contractors 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $10.100 Owned No
WAIT	D R Horton Inc.(DHI-N) July 27, 2007 His system can go back 12 years to see where the stock has bottomed relative to its balance sheet. Using this guide, this one is getting close to the bottom and expects there will be base building for a while. Give it about 6 or 7 months. contractors 0 0 0 0 0 0 comments	His system can go back 12 years to see where the stock has bottomed relative to its balance sheet. Using this guide, this one is getting close to the bottom and expects there will be base building for a while. Give it about 6 or 7 months. contractors 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $16.610 Owned No
PAST TOP PICK	D R Horton Inc.(DHI-N) June 12, 2007 Then $26.36Mortgage meltdown hurt it. Has bought significantly at recent levels. contractors 0 0 0 0 0 0 comments	Then $26.36Mortgage meltdown hurt it. Has bought significantly at recent levels. contractors 0 0 0 0 0 0 comments James Cole, BA, Senior Vic, AIC Limited... Price $21.150 Owned Yes
TOP PICK	D R Horton Inc.(DHI-N) June 12, 2007 Largest home builder in the US.Home building will be down 30% from it's peak in 2005, in number of homes constructed. He thinks we are at or near the bottom. They generate over a billion in free cash flow this year, which they will probably use to buy back shares later in the year, if they don't see an increase in their business or stock prices.It's trading at the low end of it's historic range, and you are going to get a good rate of return. contractors 0 0 0 0 0 0 comments	Largest home builder in the US.Home building will be down 30% from it's peak in 2005, in number of homes constructed. He thinks we are at or near the bottom. They generate over a billion in free cash flow this year, which they will probably use to buy back shares later in the year, if they don't see an increase in their business or stock prices.It's trading at the low end of it's historic range, and you are going to get a good rate of return. contractors 0 0 0 0 0 0 comments James Cole, BA, Senior Vic, AIC Limited... Price $21.150 Owned Yes
DON'T BUY	D R Horton Inc.(DHI-N) December 21, 2006 Homebuilders Have had a rally. His model price is $38.75 a 47% positive differential. However, the company fails his balance sheet test, so wouldn’t buy it. contractors 0 0 0 0 0 0 comments	Homebuilders Have had a rally. His model price is $38.75 a 47% positive differential. However, the company fails his balance sheet test, so wouldn’t buy it. contractors 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $26.210 Owned No
TOP PICK	D R Horton Inc.(DHI-N) November 13, 2006 Largest homebuilder in the US. Year-end results are being reported this week along with 2007 guidance. They won’t be pretty. Trading just above book value. Great long term track record. Strong management. Strong financial position. Great price for the long-term investor. contractors 0 0 0 0 0 0 comments	Largest homebuilder in the US. Year-end results are being reported this week along with 2007 guidance. They won’t be pretty. Trading just above book value. Great long term track record. Strong management. Strong financial position. Great price for the long-term investor. contractors 0 0 0 0 0 0 comments James Cole, BA, Senior Vic, AIC Limited... Price $22.380 Owned Yes
TOP PICK	D R Horton Inc.(DHI-N) May 31, 2006 The largest homebuilder in the US. One of the finest companies in America in any industry. Has a tremendous long-term track record. Has never had a down year in earnings for the last 28 years. contractors 0 0 0 0 0 0 comments	The largest homebuilder in the US. One of the finest companies in America in any industry. Has a tremendous long-term track record. Has never had a down year in earnings for the last 28 years. contractors 0 0 0 0 0 0 comments James Cole, BA, Senior Vic, AIC Limited... Price $26.360 Owned Yes