Toll Brothers (TOL)

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[edit] A couple of comments and suggestions: The first thing that caught my eye...

Suggestion by Tim Plaehn on 2008-01-07 17:19:30

A couple of comments and suggestions: The first thing that caught my eye is the chart labeled: Home Sales by Geographic Region. It makes no sense to me. I think we all know that the housing industry is in a bear market. Bear markets end and I would be interested in what steps the company is taking to protect itself in a down market and still be able to grow when the market turns around. Finally, saying that not doing as bad as you competitors is not a bullish argument. The bull arguments argue why the stock will not fall as far, not why the stock possibly may go up.

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[edit] Introduction

Good start. It is important to note that the intro should tell the story of the company. How is TOL doing? How is the slowdown in the housing market affecting it?

[edit] Business Overview

I would include the revenue and net income for 2007 in your bar graph, you can find it on the company's website in their investor relations section. Also include numbers on both the individual columns of your bar graph as well as your pie chart. I would also explain the revenue and profitability trends over the last 2-3 years. Why is net income falling? Why did revenue fall this year?

[edit] Trends and Forces

Add aging baby boomers

[edit] Competition

don't list market cap. Please choose another metric like signed contracts, cancelled contracts, backlog or better yet average price per property sold.