beazer homes / bzh

die einschläge kommen im tageweise. soviel zu der letzten coverstory von barrons nede august wo valueinvestoren ziteirt worden siind.
http://immobilienblasen.blogspot.com/2006/08/barrons-bullish-on-homebuilder-mal.html

ne erneute warnung von bzh

today announced that it is revising its outlook for fiscal 2006 diluted earnings per share to be in a range of $8.00 - $8.50, compared to its previous outlook of $9.25 - $9.75. The Company expects to close fewer homes in the fourth fiscal quarter than previously forecasted, as net sales through the two months ended August 31 were 49% below prior year levels and cancellations of existing contracts rose to 50% from 26% in the same period in the previous year. As compared to prior years, a higher percentage of home closings are being deferred or cancelled, immediately prior to closing in many cases, due to worsening buyer sentiment and the inability of buyers to sell their existing homes. This revised outlook also contemplates potential charges to exit non-strategic land positions currently under review

orders down 49%!!!!!

cancelatiorate 50%!!!!!!

jan-martin

disclosure: short bzh