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Wednesday, 6 August 2003
August 6, 2003 Pulte Homes (PHM)
I really don't WANT to post another home builder after getting by fingers burnt with the spike in interest rates....but there it is...Pulte Homes shows up on the largest percentage gainers. And what is a guy gonna do? I mean rules are rules and there is this homebuilder staring me in the face with all the great numbers that mean we should consider it. So we shall. Maybe the rebound on the homebuilders means that interest rates are temporarily too high...and shall be declining short term.

Pulte, a stock that I do not own any shares, "...is a holding company whose subsidiaries are engaged in homebuilding and financial services businesses." according to Cnn.money.

The stock currently is trading at $63.86 up $3.31 or 5.47% on the day. On July 24, 2003, Pulte reported their second quarter results: net income increased 35% to a record $122.0 million compared to $90.4 million for the same quarter last year. Earnings per diluted share were $1.95 representing a 34% increase over prior year earnings per diluted share of $1.45. Consolidated revenues were $2.0 billion, a 16% increase over prior year results of $1.7 billion.

Morningstar.com shows an equally pretty picture of revenue growth: $2.9 billion in 1998, $3.8 billion in 1999, $4.2 billion i 2000, $5.4 billion in 2001, $7.4 billion in 2002 and $7.6 billion in the trailing twelve months.

Unfortunately, there are no cash flow numbers posted on Pulte on Morningstar.com.

Pulte is fairly flush with cash with $868.7 million in cash, $4.6 billion of other current assets to offset $1.7 billion in current liabilities and $2.25 billion in long-term liabilities.

The company has a market cap of $3.7 billion with 61.1 million shares outstanding and 42.8 million of them that float. There is a small dividend of $.16/share (0.26%), the p/e is a downright dirt-cheap 7.61, and there are 2.28 million shares out short on this company representing only 2.60 days of trading.

I like the numbers of this homebuilder a lot. I just am a bit leary if that sector is a bit overdone...but the numbers cry out for attention!

Have a great Wednesday! Thanks for stopping by.

Bob


Posted by bobsadviceforstocks at 12:31 PM CDT | Post Comment | Permalink

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