Today Lennar reported revenue numbers that were quite strong.  This report seems to be quite different than what KB Homes reported last week, which is exactly what KB’s management discussed last week by saying that most of their problems were internal, or were the result of their mortgage affiliates struggles to get deals done.  Lennar...Read More

KB Home (KBH) reported disappointing earnings last week.  The company attributed much of the blame to buyers struggling to get mortgages.  While I do think KBH is actually one of the more reasonably priced home builder’s,  I don’t think that this industry is the best way to play the rebound in housing.  The reason for...Read More