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Goldman Sachs Maintains Positive View of Homebuilders but Downgrades Toll Bros (TOL)

January 15, 2010 7:13 AM EST
TOL Hot Sheet
Rating Summary:
    9 Buy, 7 Hold, 1 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38

While Goldman Sachs is reaffirming their positive stance on homebuilderes today, expecting 20%-30% sales growth, they are downgrading high-end homebuilder Toll Brothers Inc. (NYSE: TOL).

The firm downgraded Toll Brothers from Buy to Neutral and lowered their price target from $28 to $24. The firm said, "We believe Toll offers significant value for long term investors; however we downgrade shares to Neutral from Buy as it does not fit into our "Buy the Profits" framework. The firm said longer build times will limit gross margin expansion and cash tax incentives to sell land could lead to higher 2010 writedowns.

DR Horton (NYSE: DHI) remains the firm's best idea in the sector. The firm has a Conviction Buy on the stock and a $17 6-month price target.

The firm also reiterated their Buy ratings on Meritage (NYSE: MTH) and MDC (NYSE: MDC).\


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