Lennar Corporation
LEN
NYSE69.68
Category 4
|Ticker|Name|Sector|Price|Market cap|P/E|Earnings date| :--|:--|:--|--:|--:|:-:|--:| |AVGO|Broadcom Inc.|Technology|509.09|205579551414|25.22|09/01/2022| |HRL|Hormel Foods Corporation|Consumer Defensive|47.37|25866648451|27.06|09/01/2022| |HPE|Hewlett Packard Enterprise Company|Technology|14.06|18268580345|5.06|09/01/2022| |COO|The Cooper Companies, Inc.|Healthcare|323.49|15959860668|17|09/01/2022| |BF.B|Brown-Forman Corporation|Consumer Defensive|71.51|33665021141|41.01|09/07/2022| |CPB|Campbell Soup Company|Consumer Defensive|48.44|14559881651|15.49|09/07/2022| |KR|The Kroger Co.|Consumer Defensive|48.45|35259614025|16.68|09/09/2022| |ORCL|Oracle Corporation|Technology|70.7|188410189367|29.32|09/12/2022| |CPRT|Copart, Inc.|Industrials|112.88|26828482435|25.13|09/14/2022| |LEN|Lennar Corporation|Consumer Cyclical|71.93|20828151590|5.61|09/19/2022| |ADBE|Adobe Inc.|Technology|387.72|183197661804|37.87|09/20/2022| |FDX|FedEx Corporation|Industrials|243.24|63042506791|12.68|09/20/2022| |AZO|AutoZone, Inc.|Consumer Cyclical|2158.91|42071951214|19.08|09/20/2022| |COST|Costco Wholesale Corporation|Consumer Defensive|484.37|214557889273|38.15|09/22/2022| |ACN|Accenture plc|Technology|299.37|198312953156|30.17|09/22/2022| |DRI|Darden Restaurants, Inc.|Consumer Cyclical|119.81|14944416178|16.19|09/22/2022| |FDS|FactSet Research Systems Inc.|Financial|392.52|14875169090|38.54|09/27/2022| |KMX|CarMax, Inc.|Consumer Cyclical|98.36|15754498345|14.11|09/29/2022| |CCL|Carnival Corporation & plc|Consumer Cyclical|10.85|12166962577|#N/A|09/29/2022|
Category 4
|Ticker|Name|Sector|Price|Market cap|P/E|Earnings date| :--|:--|:--|--:|--:|:-:|--:| |AVGO|Broadcom Inc.|Technology|509.09|205579551414|25.22|09/01/2022| |HRL|Hormel Foods Corporation|Consumer Defensive|47.37|25866648451|27.06|09/01/2022| |HPE|Hewlett Packard Enterprise Company|Technology|14.06|18268580345|5.06|09/01/2022| |COO|The Cooper Companies, Inc.|Healthcare|323.49|15959860668|17|09/01/2022| |BF.B|Brown-Forman Corporation|Consumer Defensive|71.51|33665021141|41.01|09/07/2022| |CPB|Campbell Soup Company|Consumer Defensive|48.44|14559881651|15.49|09/07/2022| |KR|The Kroger Co.|Consumer Defensive|48.45|35259614025|16.68|09/09/2022| |ORCL|Oracle Corporation|Technology|70.7|188410189367|29.32|09/12/2022| |CPRT|Copart, Inc.|Industrials|112.88|26828482435|25.13|09/14/2022| |LEN|Lennar Corporation|Consumer Cyclical|71.93|20828151590|5.61|09/19/2022| |ADBE|Adobe Inc.|Technology|387.72|183197661804|37.87|09/20/2022| |FDX|FedEx Corporation|Industrials|243.24|63042506791|12.68|09/20/2022| |AZO|AutoZone, Inc.|Consumer Cyclical|2158.91|42071951214|19.08|09/20/2022| |COST|Costco Wholesale Corporation|Consumer Defensive|484.37|214557889273|38.15|09/22/2022| |ACN|Accenture plc|Technology|299.37|198312953156|30.17|09/22/2022| |DRI|Darden Restaurants, Inc.|Consumer Cyclical|119.81|14944416178|16.19|09/22/2022| |FDS|FactSet Research Systems Inc.|Financial|392.52|14875169090|38.54|09/27/2022| |KMX|CarMax, Inc.|Consumer Cyclical|98.36|15754498345|14.11|09/29/2022| |CCL|Carnival Corporation & plc|Consumer Cyclical|10.85|12166962577|#N/A|09/29/2022|
LEN
Short covering after both LEN and KBH killed their earnings targets and held their full year projections.
Was thinking about Puts on DASH, OPEN, and more puts on RKT (already made a good bit from this one). ). e). add more puts, thank you for providing it. I am in SRS, with long-dated SRS calls (they are cheap), Puts on XHB, Puts on LEN, Puts on ITB, and calls on WEAT. Also, long BBBY.
Was thinking about Puts on DASH, OPEN, more puts on RKT (already made a good bit form this one).
I'm surprised there wasnt a thread about LEN earnings yesterday. They tried their hardest to sugar coast the housing market was slowing. I guess the market was so green negative news can get burried.
Should we be worried about LEN earnings about a housing slowdown?
Or we ignore them since market is green.
LEN puts
I forgot about the holiday so I didn't buy my LEN puts ahead of earnings. Hope it rips now so I don't hate myself for half a day tomorrow.
Bought $LEN $65 and $60 6/24 puts, expecting really poor guidance
Anyone in here that rode with me on $LEN puts from yesterday?
$LEN puts 🤑
$LEN has earnings next week, got some puts yesterday
I need a life changing lotto play. Z, LEN, or any company dealing with housing?
Last time I'll post this today, great earnings play for next week. Real sack of shit housing company $LEN. Mortgage rates are well up and consumer spending is down also these retards are pretty much the bluth company without the comedy. $65p $60p 6/24 I expect their earnings to be shit and have God awful guidance for the upcoming quarter
I got a real sack of shit company for puts on their earnings next week. $LEN 6/24 $65p and $60p
Earnings play for next week $LEN 6/24 $65p and $60p
This made me feel great about $LEN 8/19 puts.
Meanwhile I’ve been making an absolute killing on DHI and LEN puts / leaps since Feb.
THIS WEEKEND AT THE WSB CASINO
We have Elon fanboys vs Elon haterz
GME apes vs everyone
Penny slots no one touches because they're haunted by poor people
Bottle service by our finest of 🌈🐻 and we have 🌈🐂 too, if you're into that.
Janet Yellin's floor show starts Friday at 8pm and under 30 not allowed because it gets pretty risque when she shoots ping pong balls with inflation predictions out of her asshole
JPow will be in the Fuccboi Lounge screaming like Sam Kinison at people so get there early, you won't wa6tp miss it
DJ Cashflow ft Remy will be spinning exactly one song all weekend, Steal My Sunshine by Len
=IF(LEN(A1)=11,"0"&A1,A1)
I don't expect a housing crash but new home starts are down and will stay down through this year, imo. LEN also does financing and that will also stay down. I am least sure about LEN but I wanted to come up with 3.
ABNB has seen its peak, imo. The company has increasing negative public sentiment and inflation will hurt bookings of vacation rentals - especially the ones that are just normal houses with no views, waterfront or other 'vacation' qualities. They also have no moat beyond brand recognition.
TSLA, ABNB and LEN.
I'd buy a mixture of large cap tech stocks, with atleast 1 that has exposure to autonomous driving, a major energy corp, a major finance corp, a bitcoin corp, a commodity royalty corp, a housing corp and a quantum computing company that has potential.
A good replacement for energy+finance+commodities might be someone like BRK and Blackrock. They know better.
My list might look like :
- GOOG
- MSFT
- AMZN
- NVDA
- BRK
- BLK
- DHI / LEN
- COIN
- SAND
- RGTI
Alexa play Len - Steal My Sunshine
Carlyle Group, HBAN, CFG, DHI, LEN, MTH, VRTX
Len Wambo
> She’s only 25.
Do you know the definition of "Millennial"?
mil·len·ni·al | \ mə-ˈle-nē-əl
Definition of millennial
(Entry 1 of 2) 1 : They like the stonk. So long as it's AAPL or TSLA.
He was preceded by Jian Ye Len and Bin Ber Nac
Homebuilders with either moon or tank during Powell's speech. DHI, LEN, KBH, MTH
There is a good amount of evidence that Satoshi Nakamota could have been Len Sassaman... Len Sassaman committed suicide on July 3rd, 2011. Imagine created bitcorn and never having seen the price over $11.
Trying to find good ones I grabbed len
LEN puts 69
$SPY PUTT strike depending on how much you got either ITM $410 or $405. Expiration 5/11 $DHI & $LEN Putt short all production builders through the summer. $GME PUTT strike $110. Same week Expiration.
$SPY PUTT strike depending on how much you got either ITM $410 or $405. Expiration 5/11 $DHI & $LEN Putt short all production builders through the summer.
Jerk off with a rope around my neck looking at my GME position… oh and puts LEN and IIPR
No… but puts on LEN ( Lennar Corp) home builders are still buying raw land for all time peak high prices, add 25% additional costs for supplies, 25% more time to complete and rising interest rates. These homebuilders are going to get smoked.
The train is already in motion it’s just moving too slow for most to see at the moment.
Buying homebuilders on this ride down. Mortgage rates aren't going to kill demand, only a real recession and people losing their jobs will.
Corporate investors (like INVH) have deals set up to buy as rental units at fixed paces which guarantees homebuilder pace closings. Add on to the grotesque amounts people are paying for these shit boxes in general as cash buyers.
And all the analysts are pushing DHR/LEN/PHM this last earnings to as high of an option rate as possible to free up cash and start stronger buybacks and divvies. Less invested capital on large tracts of land up front means high ROE.
The mechanism drives your decision to invest. Is it supply or demand side? 2008 was mostly supply side as foreclosures sharply increased flooding the market with houses. Also accompanied by capital market failure limiting liquidity and ability to lend which resulted in decreased demand as less people could get loans. The correct play here was to short the banks.
Is the supply of houses going to increase due to more building? Invest in builders (LEN for example). Is supply going to increase due to millions of homeowners dying and estates selling the property? Idk puts on the whole market.
Or is it demand? Assuming we’re talking about the US, perhaps a large population emigration to another country? Short the dollar. Consumer preference to living in an RV? Invest in an RV manufacturer.
These are obviously outrageous examples but you get the point. You can’t call out an event in a vacuum and ask what the resulting play would be outside of just “buy a house”.
Whos is the the guy that always post talks Lennar $LEN ? I would like to reach out.
Anybody know his username?
My plays today: $VIX PUTT strike $30 5/11 $ LEN PUTT strike $75 5/20 $ MGM Call strike $41 ITM 05/27 $ABNB Putt strike $155 ITM 05/20
You never know! A few weeks ago when I bought the stock I probably would have to disagree with you. Now reality sinks in, housing loans have a rising interest rate which in the short term will allow the housing market to have more available houses. Meaning the housing shortage will soon end if not already. For Len The Street still has a buy rating, so no change there. I’ll hold these for a while, actually I’ll keep putting outs for a higher price racking some extra dollars on the stock.
I'd like to short LEN on E*trade. Not sure how though
LEN
LEN has a P/E ratio of like 6. What’s so fuxked w it
Len
LEN
LEN
$LEN
LEN
LEN
What expiry are you looking at for LEN puts?
Puts on LEN & SPY
Right, and this is exactly what Len testa said who I would consider the #1 expert outside of Disney executives/lawyers on Disney parks
building up cash in my brokerage but will soon get into DHI,LEN, BAYRY, KHC, GOOGL, AMD, and maybe ASTS
Len wambo
Housing mkt will slow down some, but I'm not expecting a crash. If you're bullish buy MTH, LEN, DHI, MHO, KBH. P/E are 3-5. I'm a holder, but wished I'd sold at the All time highs a few months ago.
I hear a lot about option trading ruining people lives. But I've had a different experience. Options trading changed my life for the better. Two years ago I was broke and renting. I owed 10k in credit card debt. I owed 10k in medical bills. I owed 10k in back taxes. Things were really bad and a change had to be made. I was tired of losing.
So I manned up, and took control. I discovered options and started planning the best plays of my life. I had 25k in cash in my account. My first play was LEN in early 2020. I ~tripled and turned 25k into 70k. Next, covid came. I timed my puts perfectly for when the WHO officially declared covid a Pandemic. Turned 70k in to 288k. Bear life was good. But not for long. I quickly proceeded to lose 50k of 288k making more bear bets. I was in shambles.
I didn't get the bull rally and made tons of DD posts talking about covid reinfections and short term immunity. I was voted down to oblivion. I made DD to buy Pfizer leaps when it was at 40. All voted down.
But I put my money where my mouth was and went all in on Pfizer in 2021. I only had about 80k in my brokerage account after purchasing a condo, paying taxes, bad paying off my debt. The leaps I bought more than doubled.
My stack is now at all time highs I'm net +450k in 2 years from options trading. I would say thanks WSB but it had nothing to do with you.
LEN is so fucking cheap. It's unbelievable.
This is what I’m saying! I’m getting so annoyed seeing this argument all over the Internet. Like, who cares if the house is changing hands, they still exist and need maintenance! And just anecdotally, one reason why a few people I know are renovating is precisely because they’re going to be there a long term. They don’t wanna live in a dump. In this overprice housing market, they could probably sell it at a high price without actually renovating it. But they wanna renovate it if they’re staying there 350And just anecdotally, one reason why a few people I know are renovating is precisely because they’re going to be there a long term. They don’t wanna live in a dump. In this overprice Len housing market, they could probably sell it at a high price without actually renovating it. But they wanna renovate it since they’re staying there
Joe Biden : "Bloomberg is right, Americans need to embrace Len-tiles, especially if you are poor "
Len wambo
Too fucking easy. My stats should be 3/0. My LEN call was 3d u dumb fucks. I’m going back and finding it.
Inverse WSB rules in effect. Short $LEN.
#Ban Bet Lost
/u/gordonlabs14 (0/1) made a bet that LEN would go to 91.44619999999999 when it was 86.27 and it did not, so they were banned for a week.
LEN up after earnings
Len Puts
I did LEN 6% 2d
Ban Bet Created: /u/gordonlabs14 bet LEN goes from 86.27 to 91.45 before 2022-03-18 02:17:40.841214-04:00
!banbet LEN 6% 2d
!banbet LEN 6% 2 days
Don’t get into Len
I took a randos advice on here this morn on LEN after DD and my earnings play addiction. Locked 83.5. Thx rando!
Anyone getting LEN calls
LEN calls ?
LEN earnings are gonna fuck. You heard it here first.
I know everyone is excited for the GME on Thursday, but does anyone have thoughts on either MTN or LEN? I'm considering calls on both for incredibly stupid reasons, but here's my thinking:
MTN: I've never once skied/snowboarded in my life. Didn't grow up around it and was never involved in any social group that did cause it wasn't common. I swear EVERY. SINGLE. PERSON. I'm friends with/follow on social media went skiing in Colorado this winter and I saw nothing but incredibly packed mountains and lift lines in their videos. Everyone was saying it was stupid crowded and couldn't believe it. I think during winter of 2020, people were still a bit hesitant about travel and were still postponing trips, so by the time 2021 winter came around, everyone had been itching for the better part of two years to get out there so everyone hit the slopes as soon as they could this past winter.
For LEN, the housing market has obviously been insane for the past few years and is only getting crazier. Lennar operates heavily out of Florida which has seen a huge migration into the state since 2020 and has seen an explosion in housing developments to meet this demand. Not only are these big developers building new houses for sale when there aren't enough to go around, but many are also building whole communities that they plan only to rent as single family homes and build off of the equity from the homes as well. They could be held back by supply shortages for construction materials & labor, as well as appliances for delivering new homes, but I really think the insane demand for homes, especially throughout the south, is going to lead them to beat estimates bigly.
Just my idiot 2 cents, but my thoughts going into this week. If my track record means anything, I'll most likely be wrong, but if they come through it could be great for a short term bounce since everything seems to want to continue bleeding out lately
If you're not doing well, either you're picking the wrong stocks or you're picking them at the wrong time. For instance, wrong stocks:
Netflix, coming out of an event that forced everybody to stay at home which caused the price to spike? Moderna after it soared due to covid vaccine? Chinese stocks ever? DKNG? Stop reading meme crap.
And then there's wrong times... Of the ones you mentioned, since Jan 2021:
NVDA +77%
GS +28%
HD +19%
NET +19%
MRNA +11%
LEN +11%
JPM +8%
SHW +6%
Though I'd put HD in the poor timing category too, even though it did well, for the same reason as NFLX.
But regardless, it sounds like you're your own worst enemy. Sounds like you're trying to invest based on momentum when the market turned. That's the risk of investing based on momentum.
If you're young, avoiding the markets entirely would be bad, but nothing says you have to pick stocks. VTI and chill is fine.
Also, don't make decisions based on money you lost. That money is gone. Trying to "get it back" will probably result in more poor decisions.
NFLX, DIS, JPM, GS, ADBE, SQ, BKNG, SE, SHOP, NET, HD, NVDA, SHW are all stocks that I think if given the appropriate time, will rebound and will rebound sharply over the next 1-2 years.
I'm not too familiar with TMUS, LEN, SAM.
PLTR is one of those love/hate stocks, I would anticipate they will eventually grow into their valuation but might take awhile. FB I'm pretty skeptical on since they're pivoting their business model after iOS issues. PYPL will likely be fine, but I think there are a lot of other fintechs coming into the space that may slow growth further.
MRNA, no idea given COVID and their other pipeline.
For many of the tech stocks mentioned earlier, I think 100% gain isn't impossible, it'll take some time with all of this volatility, but a company growing revenues 20-30% YoY will eventually see multiple expansion or grow into its valuation. It might take a year or two, but you'll see it come back especially if we need to reduce interest rates.
If it were me, I'd sell AMZN and SPY on next up day. Then put the money in commodities/agricultural indices - GSP, RJI, or GSC on the next down day. SAM, PYPL, DKNG, MRNA, FB are dumpster fires - maybe hold them and cut when you feel like you can face it. . Consider shipping and energy when they dip again - GRIN, SBLK, CPG, and maybe BTU when it gets under $10 again and TGA is still priced attractively. Hang on to LEN,GS,JPM,BKNG
> FB, NFLX, TMUS, DIS, JPM, GS, ADBE, LEN, SAM, PYPL, SQ, SHW, BABA, BKNG, SE, SHOP, MRNA, NET, DKNG, PLTR, HD, and NVDA
you must be kidding if you dont know half of those stocks...
Yea. Are people still in denial this is a bear market. The saying used to be it was just ARKK or high multiple stocks who cares. But stuff like JPM, V, BLK, and LEN have been wrecked last few weeks.
HD has housing market crash FUD though. Look what that FUD has done to stocks like LEN, DHI, etc last few weeks. You dont get that FUD with AMZN or GOOGL.
Where do home builders, banks, and public equity stocks fall under the current pullback? Seems most of the discussion is on tech stocks.
To name three randoms ones from those sectors are LEN, JPM, BX screwed or they the type to be loading up on right now?
I'll provide the highlights:
12 LEN 12/17/2021 PUT $106.00 (-2,760) thought homebuilding would shit the bed post-earnings [it did, but not by the 17th]
1 SAM 09/17/2021 CALL $1,320.00 (-2,500) thought hard seltzer sales would smash post earnings [it didn't, but in my defense, all the analysts thought it would too]
1 SAM 09/17/2021 CALL $1,540.00 (-1,020) thought that all the analysts had it wrong and that seltzer sales would SUPER smash post-earnings [lol]
8 LTCH 11/19/2021 CALL $12.50 (-1,440) read some shitty DD here after not pulling the trigger on a bunch of correct DD that week [and, as I should have expected got burned hard]
I successfully let ALL of the above expire worthless...Happy Cake Day to me!
I'll provide the highlights:
12 LEN 12/17/2021 PUT $106.00 (-2,760)
1 SAM 09/17/2021 CALL $1,320.00 (-2,500)
1 SAM 09/17/2021 CALL $1,540.00 (-1,020)
8 LTCH 11/19/2021 CALL $12.50 (-1,440)
I successfully let ALL of the above expire worthless...Happy Cake Day to me!
Stal-in, Len-in, and now Put-in. It’s -in the name guys, he’s gonna invade 💯
in my eyes, no it would not. for example, my initial entry point on VOO was 375 back in may 2021. I've been regularly adding on every dip to it. ATH was something like 440, and after the January pullback to 386'ish, it rallied back to 415-421 for a bit. things started to feel bullish again.
i had some limit buys for 408 late last week for VOO that didn't hit on the dip, and it rallied again. so i ended up swing trading LEN instead and sold early this week.
thanks to all the FUD, the market took a big dip on Friday, and thankfully this time i had enough free cash to make a move. i watched SPX closely once it fell below my previous buy point (408) to see where it would consolidate (around 405-406'ish). i set a buy point at 404, and it lovetapped it and i got lucky.
if there's another market dip on Monday, then so be it. but i'm happy with my entry point friday.
Anyone else building out positions in out of favor dividend paying in this correction?
A lot of them like HD, TGT, AWK, WM, LEN, NEE, and a bunch of REITs just fell off a cliff the last 3 months and are now down 10-30% off their highs.
IDK. I recently picked up a small position in LEN when it dipped on friday to the low 90's. I've been wanting to get a taste of real estate with more risk than an ETF or high dividend play. Low P/E, 1 of the 2 biggest homebuilders out there. In addition, the demand for homes is skyrocketing with severely diminishing inventory.
Supply chain issues are the one downside i see, but i believe they are a temporary issue that will be outlasted by the strong housing demand.
Either short PHM or LEN, create any spread that pays from a negative price movement.
This kinda reminds me of Jim Cramer pouring beer on Cathie Wood stocks already down 70-80%. And saying it was time to short them.
Home builders and Home improvement stocks are already down 10-20%. LEN/DHI/KBH are sub 7 PE ratios. It seems they have already been priced for failure. How much do you think you could squeeze to the downside on stocks that pay dividends and would actually buy back their stock?
MITI. A penny stock holding company who’s primary subsidiary is the good clinic. The team is the same folks that created the CVS minute clinics and their new process involves creating medical clinics at big apartment complexes/high foot traffic area.
They are focusing on how to change healthcare by providing attention to preventative care instead of reactive. They are already partnered with numerous giant builder and real estate companies like Lennar $LEN and Colliers $COL.
They are current at 6 open clinics and plan to be at 24ish by end of 2022 and 50 by end of 2023. They are VERY close to uplisting to nasdaq so this is the perfect company to get in early on. Usually these companies don’t IPO until years after creation however we can get in at ground zero.
If you miss earnings or market thinks your growth is slowing you go to the stock market dog house.
If you want to see a stock where this alternates every few months check out home builders like DHI and LEN. You can see the exact moments in time analyst loved them and then when they hate them over last 12 months.
Equal weight
VZ
VEEV
UHS
TMO
SFM
SBUX
MPW
MNST
LEN
IRBT
INTC
H
GOOGL
GNTX
GM
FB
DFS
AAPL
I guess so. I sent my research for housing shorts to them last night after loading up on some puts. Now nothing and stocks are dropping $DHI $LGIH $LEN
I'd love to hear some other opinions on this. I like the sector overall so I'd support an ETF like XHB or HOMZ - only I don't want to pay a 0.3-0.4% ER so instead I'm just buying a few stocks. These are multiple small positions - probably combining for 2% overall of my portfolio at the moment.
The ones I own:
LGIH - I like their combination of 5-year EPS/Sales growth and projected future growth. Only SKY has a better combination but their P/E has gone way to high for a home builder, while LGIH is at a modest 7.7. I also like their lean towards sun belt areas and good record of beat-and-raise quarters.
KBH - Solid overall in terms of valuation and growth. I like their upbeat guidance, but don't like them missing revenue estimates over and over. Also big focus in sun belt areas.
MHO - Lower P/E than its peers (4.8) while still maintaining adequate growth. They're based in the Midwest, though which I find to be less attractive a market than the sun belt.
Also have LEN, DHI, MTH, PHM, CCS and SKY on my watchlist.
LEN, PHM, TOL, those are quite big relates to your DHI. And then there's LGIH.
They are all boring to me.
Let's see how this goes. I want to be right, not meltdown right. I was expecting a sell off in MBS bonds due to QE schedule change to $20B MBS purchases this month, down from $30B. All these builders are exposed due to margin pressure when mortgage costs rise.
Tilray puts just cause you stoners have paper hands
Tickers $LEN, $DHI, $LGIH, $TLRY
Highly profitable homebuilders (LEN et al. ) are trading below 10 PE. The market disagree with you
