Just wondering what thoughts were after recent news from Regulus (see Dr. KSS 2/3/16 post).
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Posted on January 15, 2024
Posted on June 29, 2022
Thank you, Doc. Always look forward to your posts.[...]
Posted on May 21, 2022
I like NVR because they have a captive mortgage company. This can give them pricing flexibility if they choose to use it -i.e., they can inflate the home price a bit, then deliver a below-market rate mortgage offering a monthly payment that is affordable [...]
Posted on January 22, 2021
Gotcha, thanks![...]
Posted on January 22, 2021
I have been fortunate enough to own shares of NVR for several years. Any thoughts on NVR? Continue to hold? Time to take the money and run?[...]
Posted on July 17, 2020
Enjoy a change of scenery![...]
Posted on February 20, 2016
I am thinking along those same lines. Attractive price, possible highly successful drug making 52-week even less meaningful, possible buy-out candidate. Cash burn rate?[...]
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Great that you could share the Lions win with your child-they'll always remember it!![...]