Home Builders | clamontpatrick's Portfolio on GuruFocus.com

id	rsymbol	Symbol	Current Price	Change (%)	Open	High	Low	Volume	Date Added	Cost per share	Quantity	Value Weighting	Gain (%)	Fair Value ($)	Company	Exchange	Industry	Market Cap ($M)	Sales ($M)	Book Value	Debt to Equity	Yield	Payout	10-Y Dividend Payout Range	Financial Strength	Profitability	Interest Coverage	52-W Range	1-W Change (%)	4-W Change (%)	52-W Change (%)	YTD Change (%)	Beta	Short Ratio	P/E	P/S	P/B	10-Year P/E Range	10-Year P/S Range	10-Year P/B Range	PEG	1-Year Revenue Growth Rate	5-Year Revenue Growth Rate	10-Year Revenue Growth Rate	1-Year EBITDA Growth Rate	5-Year EBITDA Growth Rate	10-Year EBITDA Growth Rate	NCAV	Median PS Value	Graham Number	Peter Lynch Fair Value	Earnings Yield	Forward Rate of Return	Shiller P/E	EV/EBIT	EV/EBITDA	Predictability Rank	Operating Margin	Net Margin	Cash per Share	ROE	ROA	Altman Z Score	Piotroski F Score	Beneish M Score	EV/Sales
431519	CHCI	CHCI	2.75	-0.08 (-2.97%)	2.82	2.93	2.70	191K	11/20/2012	1.22	0	0%	125.41%	Add	Comstock Holding Co. Inc	NAS(USA)	Residential Construction	58.5106	21.92	0.26	0	0.00	0		15.4	42.1	0	0.48 3.65	-11.99	-8.47	93.38	136.72	0.88	22	0.00	2.50	10.70	0 32.67	0.01 3.15	0.04 10	0	0	-25.2	-30.9	0	-31.1	0	0.65	0.82	0	0	3.50	-2.17	0	28.6	-7.97	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	-84.10	-39.6	-1.42	-104.1	-14.6	-4.74	3	-2.52	-0.36
431518	LEN.B	LEN.B	33.83	-0.36 (-1.05%)	34.00	34.00	33.52	6K	11/20/2012	30.15	0	0%	12.21%	Add	Lennar Corporation	NYSE(USA)	Residential Construction	6610.9	4369.8	17.78	1.02	0.50	0.0488	0.007 0.339	38.5	61.2	3.4	18.14 34.87	-1.71	5.39	51.88	11.03	1.89	42	10.40	1.70	2.40	4.37 50	0.13 2.3	0.22 2.82	0	25.2	-8.8	-18.5	150	0	0	14.99	12.91	32.33	0	3.00	5.51	644	33.3	29.65	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	7.80	16.5	-29.66	19.9	6.6	2.18	5	-2.81	-0.83
431517	GFA	GFA	3.84	0.07 (1.86%)	3.74	3.85	3.72	966K	11/20/2012	3.54	0	0%	8.47%	Add	Gafisa SA	NYSE(USA)	Residential Construction	813.5	1957.07	5.84	0.26	0.00	0	0.349 0.516	50.4	45.5	1.3	2.05 5.24	2.95	-4	43.82	-17.42	2.6	183	0.00	0.40	0.60	0 50	0.28 5.03	0.38 4.53	0	16.8	3.5	0	0	0	0	7.77	13.23	0	0	3.80	-52.04	29.4	26.3	16.95	Not Rated Top Ranked Predictable Companies	4.30	-3.1	-3.56	-4.9	-1.4	1.06	5	-4.04	-0.7
431516	NVR	NVR	995.31	-8.69 (-0.87%)	996.42	999.00	977.84	18.2K	11/20/2012	882.98	0	0%	12.72%	Add	NVR, Inc.	NYSE(USA)	Residential Construction	5001.7	3362.41	296.32	0	0.00	0		69.2	77.7	93.4	721.56 1100	-1.06	0.54	21.29	8.19	0.92	378	26.20	1.50	3.30	4.19 50	0.25 1.69	1.29 10	3.7	28.6	0.5	-0.9	73.4	6.9	-11.1	77.73	668.23	467.52	0	6.90	6.78	29.9	14.5	14.00	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	8.90	5.7	43.46	12.2	6.9	7.36	6	-0.9	0.14
431500	AXR	AXR	8.60	0.10 (1.18%)	8.57	8.77	8.26	27.2K	11/20/2012	6.64	0	0%	29.52%	Add	Amrep Corporation	NYSE(USA)	Real Estate Services	50.9678	81.76	12.45	0	0.00	0		69.2	42.2	0	4.8 15.77	-4.44	-9.95	21.99	-42.32	1.04	401	0.00	0.60	0.70	0 50	0.2 4.43	0.27 5.95	0	-7.3	-15.9	0.5	0	0	0	8.57	10.23	0	0	1.30	9.07	0	76.9	21.97	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	-0.70	-1.3	-16.77	-1.5	-0.6	1.4	3	0.22	0.09
431502	DHI	DHI	25.75	-0.26 (-1.00%)	25.88	25.88	25.33	4.5M	11/20/2012	19.49	0	0%	32.12%	Add	DR Horton Inc	NYSE(USA)	Residential Construction	8381.9	5192.7	11.18	0.05	0.40	0.0404	0.045 0.665	50	62	14.5	14.37 27.75	-5.44	7.2	51.46	30.18	1.09	594	9.10	1.90	2.30	4.18 50	0.21 1.91	0.48 2.76	0	14.5	-10.5	-14.6	149	0	0	6.49	9.15	24.36	0	4.00	8.67	299.3	25	23.84	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	5.60	22	-7.2	26.6	13.2	2.68	5	-2.96	-0.41
431504	HOV	HOV	6.04	-0.06 (-0.98%)	6.07	6.11	5.92	3.8M	11/20/2012	5.23	0	0%	15.49%	Add	Hovnanian Enterprises Inc	NYSE(USA)	Residential Construction	844.5	1573.97	-3.49	-2.69	0.00	0		45.8	75.2	0	1.52 7.43	0.33	10.42	224.73	-13.71	3.06	554	0.00	0.50	0.00	0 50	0.02 0.98	0 3.99	0	9.8	-28.6	-20.5	0	-57.5	0	3.75	3.16	0	0	4.10	-31.46	14.8	24.4	-44.90	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	-5.20	-4.5	-13.74	0	-3.9	0.36	4	-4.68	-0.98
431505	KBH	KBH	23.11	-0.29 (-1.24%)	23.13	23.32	22.70	2.7M	11/20/2012	14.52	0	0%	59.16%	Add	KB Home	NYSE(USA)	Residential Construction	1966.1	1711.04	4.88	3.58	0.40	0	0.034 0.172	45.8	61.2	0	6.46 25.14	-4.03	5.3	196.42	46.58	1.81	315	0.00	1.00	4.80	0 50	0.19 1.11	0.73 4.9	0	23.4	-15.2	-19.8	0	-62.3	0	11.40	9.9	0	0	0.50	11.14	86.2	200	166.78	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	-0.70	-3.8	-21.5	-15.6	-2.3	2.07	3	-2.98	-0.78
431506	LEN	LEN	42.79	-0.61 (-1.41%)	42.92	42.97	42.35	2.9M	11/20/2012	37.99	0	0%	12.63%	Add	Lennar Corporation	NYSE(USA)	Residential Construction	8363.2	4369.8	17.78	1.02	0.40	0.0488	0.007 0.339	43.8	65.3	3.4	23.48 44.4	-2.35	3.33	51.98	10.86	1.69	654	13.20	2.20	2.40	4.37 50	0.13 2.3	0.22 2.82	0	25.2	-8.8	-18.5	150	0	0	14.99	12.91	32.33	0	3.10	5.51	814.9	32.3	29.65	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	7.80	16.5	-29.66	19.9	6.6	2.18	5	-2.81	-0.83
431508	MDC	MDC	39.06	-0.65 (-1.64%)	39.31	39.42	38.39	827K	11/20/2012	35.33	0	0%	10.56%	Add	M.D.C. Holdings, Inc.	NYSE(USA)	Residential Construction	1940.6	1301.62	18.09	0.91	1.90	0.4381	0.043 1.901	67.7	46.3	10000	24.6 42.41	0.26	7.66	42.57	6.26	1.1	447	22.80	1.40	2.10	3.42 50	0.2 2.11	0.83 2.56	0	46.6	-5.9	-18.9	0	0	0	10.55	18.53	23.19	0	1.80	6.59	141.9	55.6	46.79	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	2.80	5.4	-8.54	7.1	3.2	2.65	4	-2.39	-0.12
431509	MHO	MHO	26.18	-0.04 (-0.15%)	26.08	26.28	25.31	154K	11/20/2012	21.88	0	0%	19.65%	Add	M/I Homes, Inc.	NYSE(USA)	Residential Construction	633.8	821.51	15.46	1.68	0.00	0	0.014 0.043	53.1	65.3	1.8	12.24 29.07	-3.36	12.36	68.36	-1.21	2.04	533	28.90	0.70	1.80	3.05 50	0.1 0.75	0.19 1.86	0	25	-3.6	-12.2	612.5	0	0	14.48	15.28	15.96	0	4.30	12.48	41.7	23.3	18.41	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	3.80	1.8	-16.15	4	1.6	2.64	5	-2.35	-0.29
431510	MTH	MTH	50.07	-0.18 (-0.36%)	50.06	50.31	49.20	178K	11/20/2012	35.39	0	0%	41.48%	Add	Meritage Homes Corporation	NYSE(USA)	Residential Construction	1816.5	1327.78	19.41	1.24	0.00	0		65.4	57	2.3	25.02 52.95	-1.57	2.71	65.68	34.06	1.64	301	15.10	1.40	2.60	2.47 50	0.09 1.43	0.28 3.97	0	33.3	-9.5	-12.7	593.9	0	0	-0.07	18.92	36.44	0	3.30	4.31	1262.4	30.3	26.94	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	4.60	8.8	-17.46	15.1	6.7	2.29	6	-1.61	-0.35
431512	PHM	PHM	22.73	0.20 (0.89%)	22.42	22.75	22.09	7.7M	11/20/2012	16.63	0	0%	36.68%	Add	PulteGroup Inc	NYSE(USA)	Residential Construction	8730.6	5101.72	5.66	1.59	0.00	0	0.022 0.06	66.2	70.2	10000	7.63 24.47	-5.09	15.44	141.81	25.17	1.26	263	29.40	1.70	4.00	3.88 43	0.18 1.82	0.47 4.11	0	19	-14.7	-17.5	564.3	0	0	5.43	7.25	8	0	3.40	10.17	83.5	29.4	27.34	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	5.00	4.3	-8.13	9.4	3.1	2.63	7	-4.82	-0.18
431513	RYL	RYL	48.46	0.36 (0.75%)	47.96	48.48	46.97	690K	11/20/2012	34.04	0	0%	42.36%	Add	Ryland Group, Inc.	NYSE(USA)	Residential Construction	2232.3	1467.28	11.09	1.7	0.30	0.0924	0.009 0.148	52.3	61.2	3.2	19.25 50.42	-2.98	16.21	110.85	32.93	1.24	574	37.30	1.70	4.30	3.82 50	0.13 1.86	0.62 5.13	0	25.3	-14.1	-16	0	0	0	11.53	14.5	13.96	0	2.70	4.79	164.6	37	30.59	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	3.90	3.1	-17.93	8	2.1	3.04	5	-3.88	-0.39
431514	SPF	SPF	9.68	0.21 (2.22%)	9.34	9.69	9.25	5.3M	11/20/2012	6.75	0	0%	43.41%	Add	Standard Pacific Corp	NYSE(USA)	Residential Construction	2096.4	1394.33	5.86	2.12	0.00	0	0.025 0.094	49.2	70.2	12.8	4.39 9.97	1.36	11.52	79.26	31.7	2.33	890	7.10	1.60	1.60	3.28 50	0.05 1.63	0.12 2.88	0	18.2	-21.2	-25.4	214.3	0	0	4.77	3.13	17.57	0	3.10	13.51	230.8	32.3	31.53	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	6.50	42.2	-7.05	42.3	17.1	2.05	6	-1.06	-0.96
431515	TOL	TOL	36.75	-0.85 (-2.26%)	37.03	37.12	36.39	2.8M	11/20/2012	31.91	0	0%	15.17%	Add	Toll Brothers Inc	NYSE(USA)	Residential Construction	6322.6	1985.43	18.46	0.64	0.00	0		50	61.2	0	23.78 39.25	-0.46	9.15	31.44	13.67	1.04	172	12.70	3.20	1.90	4.6 50	0.4 3.65	0.72 4	0	32.4	-13	-12.7	0	0	0	12.09	11.57	34.38	0	1.10	3.2	294.8	90.9	69.25	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	3.40	25.9	-10.88	15.6	7.9	3.1	4	-1.26	-0.67
		Summary		-0.70 (-0.44%)									32.32%																						13.26	1.5	2.84	13.26	1.5	2.84

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clamontpatrick Portfolios

Home Builders Open to everyone

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