Reed Schwandt, CFA

Reed Schwandt, CFA's Posts

When Size Matters When Size Matters

One criterion for investment by certain funds -- equity market capitalization -- continues to be a stumbling block beyond the direct control of builder executives. Read more

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Working Wages

Record 2003 results yielded rich payouts for CEOS. Read more

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Competitive Edge Competitive Edge

The profitability of large builders is not only sustainable, but greatly underappreciated by equity investors compared to other industries with similar structural characteristics. Read more

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Faulty Equation

A new study attempting to measure the subsidy value Fannie and Freddie enjoy being government sponsored quickly drew a firestorm of criticism for what housing and investment analysts saw as a variety of flawed assumptions. Read more

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Dividend Decision Dividend Decision

Big dividend payouts still leave builders shy on the yield curve. Read more

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