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Steve Miller发布 2026-09-18

《askSlim Market Week 09/18/26 - Analysis of Financial Markets》

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DR Horton 和 Toll Brothers，你可以看到，没有真正的理由买入这些股票，除非你打算长期持有这些住宅建筑商股票，并且你是一位从中看到价值的投资者。所以，如果你是短线交易者，这就不是你会关注的东西。

DR Horton and Toll Brothers, you can see there is no real reason to buy these stocks, unless you plan to hold these homebuilder stocks for a long time and you are an investor who sees value in it.

So, if you're a short-term trader, this isn't something you'd look at.

看原视频47:17

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Meet Kevin发布 2026-08-24

《Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate》

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Toll Brothers的利润率平庸，与同行相似，并不突出。

Toll Brothers，我打赌他们的利润率更高，我们去看看。

Toll Brothers I bet you their margins are higher let's go find out

Toll Brothers经营的是豪华细分市场，接近100万。

Toll Brothers operates in the luxury segment closer to a million.

Toll Brothers 10-Q，824，有点意思。所以这里的利润率更高，但没有高那么多。实际上令人惊讶的是，根本没有高多少。那是税后的。我们这两个都是税后的吗？让我看看营业利润。

我在这里看的是什么？资产负债表、净利润、税前利润。嗯，为了隔离这一点，让我们做1226除以9227，13.2的营业利润率。那可能就是他们的水平。346.6除以2531，13.69，几乎没有什么不同。

13.2和13.69。哇，那很有趣。是的，利润率几乎相同。而且你知道，这些并不是最好的利润率。你知道，它无法与软件相比。

Toll Brothers 10 Q 824 kind of interesting. So here the margins are they're higher but they're not that much higher. Actually surprisingly not that much higher at all. That's after taxes.

Are we doing after tax on both of these? Let me look at income from operations. What did I look at over here? Balance sheet, net income, income before taxes. Well, to isolate that, let's do 1226 divided by 9227 13.2 operating.

That's probably where they are. 346.6 divided by 2531 13.69 barely any different. 13.2 13.69. Wow, that's interesting. Yeah, the margins almost the same. And there aren't the greatest margins, you know.

It doesn't hold a candle like software, you know.

看原视频5:16:05

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