Toll Brothers Inc.

TOL-N

NYSE:TOL

44.64
0.57 (1.29%)
Toll Brothers is an American real estate company based in Horsham, Pennsylvania. They are a builder of luxury homes in major metropolitan areas in the contiguous United States.
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Analysis and Opinions about TOL-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 21, 2017

(A Top Pick June 15/16. Up 42%.) As with the banks, this is one that you Buy and be patient with. Home formations in the US have been below trend for years and years. People have to live somewhere and the homebuilders will do well over time.

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(A Top Pick June 15/16. Up 42%.) As with the banks, this is one that you Buy and be patient with. Home formations in the US have been below trend for years and years. People have to live somewhere and the homebuilders will do well over time.

COMMENT
COMMENT
January 26, 2017

He would want to be in the homebuilders for sure. The Trump administration is going to make this a very attractive place to go. If income tax rates are coming down, it is going to be terrific. He also feels millennials want a house, so the formation is going to happen.

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Toll Brothers Inc. (TOL-N)
January 26, 2017

He would want to be in the homebuilders for sure. The Trump administration is going to make this a very attractive place to go. If income tax rates are coming down, it is going to be terrific. He also feels millennials want a house, so the formation is going to happen.

TOP PICK
TOP PICK
June 15, 2016

The root of success for homebuilders is new orders and prices, the rest of it is kind of noise. This company is doing well.

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The root of success for homebuilders is new orders and prices, the rest of it is kind of noise. This company is doing well.

PAST TOP PICK
PAST TOP PICK
January 28, 2016

(Top Pick Feb 17/15, Down 29.60%) A very high quality builder with a lot of land holdings. Housing starts are at record levels. Data points support a continued recovery in housing. Last year it was not as fast as people had hoped. This one is quite interesting unless the US goes into recession, which he does not see.

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Toll Brothers Inc. (TOL-N)
January 28, 2016

(Top Pick Feb 17/15, Down 29.60%) A very high quality builder with a lot of land holdings. Housing starts are at record levels. Data points support a continued recovery in housing. Last year it was not as fast as people had hoped. This one is quite interesting unless the US goes into recession, which he does not see.

PAST TOP PICK
PAST TOP PICK
November 9, 2015

(Top Pick Feb 17/15, Down 9.97%) It is down on interest rate concerns. The home builder group in the US have been soft over the last couple of months. Results announced sounded very good to him. The outlook is very good over the next few years.

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Toll Brothers Inc. (TOL-N)
November 9, 2015

(Top Pick Feb 17/15, Down 9.97%) It is down on interest rate concerns. The home builder group in the US have been soft over the last couple of months. Results announced sounded very good to him. The outlook is very good over the next few years.

BUY
BUY
September 3, 2015

A home builder which operates at the very high end of the industry, building luxury homes. As the consumer does well in the US and as people have more confidence, they are going to buy more homes, and this is a great way to play domestic US consumer strength.

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Toll Brothers Inc. (TOL-N)
September 3, 2015

A home builder which operates at the very high end of the industry, building luxury homes. As the consumer does well in the US and as people have more confidence, they are going to buy more homes, and this is a great way to play domestic US consumer strength.

TOP PICK
TOP PICK
July 22, 2015

One of the luxury builders in US housing. They have pricing power and are still coming off the 2008 problem and are getting volume increases. They have secured about 8 years’ inventory of land. Household formations are running at about 1 million a year, and historically they have run at about 50% higher.

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One of the luxury builders in US housing. They have pricing power and are still coming off the 2008 problem and are getting volume increases. They have secured about 8 years’ inventory of land. Household formations are running at about 1 million a year, and historically they have run at about 50% higher.

TOP PICK
TOP PICK
February 17, 2015

US homebuilder. Services the luxury high end of the market. After a muted year in the US housing market in 2014, he expects there will be an acceleration in housing starts in 2015/2016, and they are well positioned to take advantage of that. Because it services the high end of the market, there is less price sensitivity from its customers. A lot of exposure to California, US South and attractive markets. Not cheap, but looking at 2016 numbers it is trading at a PE of about 15X, which historically is not expensive.

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Toll Brothers Inc. (TOL-N)
February 17, 2015

US homebuilder. Services the luxury high end of the market. After a muted year in the US housing market in 2014, he expects there will be an acceleration in housing starts in 2015/2016, and they are well positioned to take advantage of that. Because it services the high end of the market, there is less price sensitivity from its customers. A lot of exposure to California, US South and attractive markets. Not cheap, but looking at 2016 numbers it is trading at a PE of about 15X, which historically is not expensive.

WEAK BUY
WEAK BUY
April 28, 2014

Likes the housing sector in the US. Prefers the XHB-N ETF. Thinks they are early on in the housing recovery. It’s a great sector.

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Likes the housing sector in the US. Prefers the XHB-N ETF. Thinks they are early on in the housing recovery. It’s a great sector.

COMMENT
COMMENT
December 9, 2013

(Market Call Minute) Has been a strong performer through the recovery but not this year. Further recovery in US housing will make it go higher but increases in interest rates will make it go lower.

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Toll Brothers Inc. (TOL-N)
December 9, 2013

(Market Call Minute) Has been a strong performer through the recovery but not this year. Further recovery in US housing will make it go higher but increases in interest rates will make it go lower.

BUY
BUY
September 10, 2008
The dominant high-end builder. Fantastic franchise.
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Toll Brothers Inc. (TOL-N)
September 10, 2008
The dominant high-end builder. Fantastic franchise.
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