CASY, INFN, LGIH discussed in SA article

Just sharing some info that there are other eyeballs on some of the stocks covered here.

http://seekingalpha.com/article/3818416-5-unrelated-stocks-c…

Best,
–Kevin

6 Likes

Just sharing some info that there are other eyeballs on some of the stocks covered here.

Thanks Kevin. Basic information but interesting to see.
Saul

Thanks Kevin.

This was interesting.
Good economy and low unemployment levels point out that home sales is not in danger from a recession. In fact, LGI is expanding into 4 out of the 10 most popular cities where millennials are moving into

LGIH’s tactic is to stick to lower cost areas (Tx, NC, Washington state, FL, GA). Some of those top 10 cities are very pricy (DC, NY, Boston, SF, Seattle.)

So that leaves Raleigh, Minneapolis, Austin, maybe Denver, Maybe San Jose,

http://www.businessinsider.com/the-big-cities-where-millenia…

The key risks of investing in LGI are that it continues to rely on Texas market (53% of revenue) and it uses a decent amount of financial leverage. Many investors are concerned about the health of Texas job market due to the collapse of oil prices. Although there has been a net gain of jobs in Texas, this remains a concern. The other thing is that LGI uses a decent proportion of debt to finance new land purchases.