TMHC News and Headlines - Taylor Morrison Home Corp

GuruFocus Articles Total 29
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EVP and CFO of Taylor Morrison Home Corp (30-Year Financial, Insider Trades) C. David Cone (insider trades) sold 40,264 shares of TMHC on 04/28/2021 at an average price of $33.01 a share. The total sale was $1.3 million.

For the complete insider trading history of TMHC, click here

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0 Views    insider    2021-04-30 04:15

The stock of Taylor Morrison Home (NYSE:TMHC, 30-year Financials) is estimated to be modestly overvalued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF Value

0 Views    GF Value    2021-04-29 04:12
Their rates of return are more than twice the 20-year high quality market corporate bonds

Donald Yacktman, a prominent value investor and patron of the AMG Yacktman Fund (Trades, Portfolio) Class I (YACKX), takes the "forward rate of return" highly into account when he has to appraise the attractiveness of a stock. He calculates this valuation ratio as "normalized free cash flow yield plus real growth plus inflation."

The following U.S.-listed equities may draw the interest of value investors, as their forward rates of return are more than doubling the return on 20-year high quality market (HQM) corporate bonds, which stands at 3.51% as of the writing of this

50 Views    Alberto Abaterusso    2021-04-22 16:42

Chairman, President and CEO of Taylor Morrison Home Corp (30-Year Financial, Insider Trades) Sheryl Palmer (insider trades) sold 106,629 shares of TMHC on 04/06/2021 at an average price of $32.19 a share. The total sale was $3.4 million.

Taylor Morrison Home Corp is public homebuilders in US. The company is a land developer, with a portfolio of lifestyle and master-planned communities. It provides a diverse assortment of homes at various prices. Taylor Morrison Home Corp has a market cap of $3.96 billion; its shares were traded at around $30.748000 with a P/E ratio of 16.79 and P/S

0 Views    insider    2021-04-08 20:15

EVP and CFO of Taylor Morrison Home Corp (30-Year Financial, Insider Trades) C. David Cone (insider trades) sold 34,153 shares of TMHC on 03/26/2021 at an average price of $31.02 a share. The total sale was $1.1 million.

Taylor Morrison Home Corp is public homebuilders in US. The company is a land developer, with a portfolio of lifestyle and master-planned communities. It provides a diverse assortment of homes at various prices. Taylor Morrison Home Corp has a market cap of $4.01 billion; its shares were traded at around $31.090000 with a P/E ratio of 17.00 and P/S

0 Views    insider    2021-03-31 02:15

The stock of Taylor Morrison Home (NYSE:TMHC, 30-year Financials) is estimated to be modestly overvalued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF Value

0 Views    GF Value    2021-03-29 13:12
Their share prices are standing below the projected free cash flow value

If you want to have more chances to uncover bargains, one way to do so is to screen the market for equities that are trading at a discount to their intrinsic value estimate as calculated from the projected free cash flow valuation model.

Unlike the discounted cash flow or discounted earnings valuation models, the projected FCF model can be applied to assess the value of companies whose record of revenue and earnings is erratic and may also incorporate losses in some quarters. The projected FCF uses a normalized free cash flow and book value.

The following three stocks appear undervalued

247 Views    Alberto Abaterusso    2021-03-14 18:33
These businesses could represent bargain opportunities

In search of bargain opportunities, value investors may want to consider the following three securities, as their share prices are trading near or below the intrinsic value estimated by the GuruFocus Value Line.

The GF Value is a unique intrinsic value calculation from GuruFocus that considers the combination of the following three components:

  • The stock's historical multiples such as the price-earnings (PE) ratio, the price-sales (PS) ratio, the price-book (PB) ratio and the price-to-free-cash-flow (PFCF) ratio
  • A GuruFocus adjustment factor based on the past returns and growth of the company's business
  • Estimations of future business performance

Synnex Corp

98 Views    Alberto Abaterusso    2020-12-07 16:13
The firm's top portfolio updates of the 3rd quarter

Oaktree Capital Management recently disclosed its portfolio updates for the third quarter of 2020, which ended on Sept. 30.

Founded by Howard Marks (Trades, Portfolio) and several fellow investors in 1995, Oaktree Capital Management is a global investing firm that specializes in alternative and credit strategies. The Los Angeles-based firm now has over 39 portfolio managers and 950 employees in offices around the globe. Marks serves as co-chairman (along with Bruce Karsh) and chief financial officer. The firm's core investment philosophy has six tenets: risk control, consistency, market inefficiency, specialization, bottom-up analysis and disavowal of market timing.

678 Views    Margaret Moran    2020-11-19 21:25
Firm makes way for new holdings

Donald Smith & Co. (Trades, Portfolio) has released its portfolio for the third quarter. The firm, originally purchased and renamed by the late Donald Smith in 1983, has revealed major reductions in gold and top holdings, including Gold Fields Ltd. (GFI), Air France-KLM (AFLYY), Taylor Morrison Home Corp. (TMHC), Iamgold Corp. (IAG) and Atlas Air Worldwide Holdings Inc. (AAWW).

The firm takes a strict bottom-up approach to investing. It seeks to invest in stocks that are out of favor and are selling at discounts to tangible book value. Ideal companies for the firm are trading at very

211 Views    Graham Griffin    2020-11-06 22:03
Firm's largest sales of the 3rd quarter

Donald Smith & Co. sold shares of the following stocks during the third quarter of fiscal 2020, which ended on Sept. 30.

Gold Fields

The firm reduced its stake in Gold Fields Ltd. (GFI) by 55.62%. The trade had an impact of -4.34% on the portfolio.

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The gold miner has a market cap of $10.68 billion and an enterprise value of $12.18 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of 9.32% and return on assets of 3.9% are outperforming 88% of

39 Views    Tiziano Frateschi    2020-11-06 16:53
The company recently filed for bankruptcy, entered acquisition agreement

Howard Marks (Trades, Portfolio)' Oaktree Capital Management disclosed earlier this week it established a stake in Garrett Motion Inc. (GTXMQ).

Founded by Marks and several fellow investors in 1995, the Los Angeles-based alternative asset management firm focuses on delivering superior results while observing its six-tenet investment philosophy, which consists of risk control, consistency, market inefficiency, specialization, bottom-up analysis and disavowal of market timing. While it specializes in credit strategies, the firm also invests in high-yield bonds, convertible securities, distressed debt, real estate, control investments and listed equities.

According to GuruFocus Real-Time Picks, a Premium feature, Oaktree

916 Views    Sydnee Gatewood    2020-10-06 21:49
Firm releases its 2nd-quarter portfolio updates

Oaktree Capital Management recently disclosed its portfolio updates for the second quarter of 2020, which ended on June 30.

Founded by Howard Marks (Trades, Portfolio) and several fellow investors in 1995, Oaktree Capital Management is a global investing firm that specializes in alternative and credit strategies. The Los Angeles-based firm now has over 39 portfolio managers and 950 employees in offices around the globe. Marks serves as co-chairman (along with Bruce Karsh) and chief financial officer. The firm's core investment philosophy has six tenets: risk control, consistency, market inefficiency, specialization, bottom-up analysis and disavowal of market timing.

593 Views    Margaret Moran    2020-08-19 20:54
Homebuilder performs well despite coronavirus challenges

Shrugging off the headwinds caused by the Covid-19 pandemic, Taylor Morrison Home Corp. (TMHC) recorded its best month of sales in the company’s history in June.

The combination of ultra-low mortgage rates, a shortage of existing homes for sale and high demand for new high-tech houses helped push the Scottsdale, Arizona-based homebuilder’s net sales orders 94% higher year over year, setting a new record of 1,715. It also posted a record sales pace per community of 4.3.

In a statement, Chairman and CEO Sheryl Palmer praised the company’s performance.

"To experience our best sales month in company history amid a

127 Views    Sydnee Gatewood    2020-07-08 18:08
The firm's 1st-quarter investments include Baidu, Liberty Global

Oaktree Capital Management recently disclosed its portfolio updates for the first quarter of 2020, which ended on March 31.

Founded by Howard Marks (Trades, Portfolio) and several fellow investors in 1995, Oaktree Capital Management is a global investing firm that specializes in alternative and credit strategies. The Los Angeles-based firm now has over 39 portfolio managers and 950 employees in offices around the globe. Marks serves as co-chairman (along with Bruce Karsh) and chief financial officer. The firm’s core investment philosophy has six tenets: risk control, consistency, market inefficiency, specialization, bottom-up analysis and disavowal of market timing.

1707 Views    Margaret Moran    2020-05-15 21:55
These companies should be able to withstand the downturn

In light of recent market downturns, here are three stocks I recommend that are currently dealing at a deep discount to tangible book value.

Critical supplier

Cooper-Standard Holdings Inc (CPS) is the first company I recommend in this article.

As a crucial supplier for the automotive industry, Cooper-Standard won't be able to escape the economic fallout of the coronavirus. However, the company's position in the supply chain should allow it to make a rapid recovery when things eventually return to normal.

Net gearing is relatively high. At the end of its last reported financial period, the company reported a net

355 Views    Rupert Hargreaves    2020-03-18 15:04
Growth-oriented firm's top 5 buys include 3 homebuilders

Capital Growth Management, the firm co-founded by Ken Heebner (Trades, Portfolio), disclosed last week that its top three buys for the third quarter came from the residential construction industry.

The firm has a history of making swift sector calls: Heebner is not afraid to make large bets based on his convictions. During the third quarter, Heebner’s firm’s top five buys were in D.R. Horton Inc. (DHI), Meritage Homes Corp. (MTH), Taylor Morrison Home Corp. (THMC), Lithia Motors Inc. (LAD) and Tyson Foods Inc. (TSN).

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As of quarter-end, CGM’s $1.31 billion equity

196 Views    James Li    2019-11-11 21:43
Low interest rates support new residential construction projects

Spurred by lower mortgage rates, the U.S. economy reported a 12.3% increase in housing starts to a seasonally adjusted annual rate of 1.364 million units in August, topping consensus estimates by 114,000 units. The reading was the highest since 2007.

Housing starts are one of the most important indicators of economic strength. The increase suggests more people are purchasing new homes, which usually characterizes a strong economy.

As a result of these trends, investors may want to increase their exposure to homebuilders. The Federal Reserve lowered the target range for the federal funds rate by a quarter of a percentage

45 Views    Alberto Abaterusso    2019-09-19 16:34
KeyCorp makes the list

While gurus hold positions in these companies, the stock prices and returns continue to fall. The following are the worst-performing stocks over the last three months with a long-term presence in more than four gurus’ portfolios.

Oceaneering International Inc. (OII) had a negative performance of 38% over the last six months. The stock is held by six gurus.

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The provider of engineered services and products, has a $1.5 billion market cap. The stock is trading with a price-earnings ratio of 59.63. The stock price of $15.22 is 49.23% below its 52-week high and

48 Views    Tiziano Frateschi    2018-12-17 15:58
The Peter Lynch chart suggests major US homebuilders are selling for bargain prices

Many U.S. homebuilders experienced jolting stock values in the last three years of a booming housing market.

But now, investors may have a nice entry point into their stocks thanks to dips in recent weeks of market volatility and uncertainty over rising interest rates. A number of the nation's largest builders are trading near or below the Peter Lynch value, suggesting a window for bargain-hunting.

In Tuesday trading, the stocks of four of the companies were in the green.

D.R. Horton (DHI), the nation’s largest builder, rose 0.05% to over $42 a share in afternoon trading on Tuesday. The

722 Views    Yamil Berard    2018-04-03 19:59

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2021-04-30 $ 31.89 (-2.77%)
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