September 19, 2016 by Dan • Trade Ideas

Event: Lennar (LEN) reports their fiscal Q3 results tomorrow before the open. The options market is implying about a 3.5% one day post earnings move, which is rich to the 4 qtr average post earnings …

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June 22, 2016 by Dan • Commentary

Yesterday, Lennar (LEN), the largest homebuilding company by market cap and sales beat Q2 earnings estimates. Deliveries rose 12% year over year with a 4% increase in selling prices.  Given the rate environment and the …

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December 17, 2015 by Dan • Commentary

The homebuilder Lennar Corp (LEN) is scheduled to report fiscal Q4 results tomorrow morning before the open.  The options market is implying about a 4.3% one day move, which is rich to the 4 qtr …

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September 22, 2015 by CC • Commentary

Up until yesterday’s weak data on existing home sales, and the reversal of many homebuilders in the last couple trading sessions, housing in the U.S. is perceived to be one of the brightspots in an otherwise mediocre, slow …

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