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Strategies & Market Trends : Value Investing

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From: Paul Senior	1/25/2016 2:11:55 PM
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Adding to my basket of housing stocks: a few shares now of KBH and BZH. These two stocks show up on my Graham screen as selling for 2/3 NCAV. However, both show large amounts of deferred tax assets on the balance sheet. Removing those from the calculation, the two stocks don't have that NCAV appeal. Still, they appear cheap enough to me, and I'm betting on the housing recovery to continue - hoping that mortgage rates don't discourage new buyers, and that the companies are correct when they say they have or had difficult quarters because of inclement weather (the typical excuse -g-). (I hold stickbuilders WLH and MDC also.) finance.yahoo.com

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