“The weather increased the erratic nature of the report. Places like Florida saw building delays in November, and now they're catching up in December.”
“If rates move up, housing will move down. But as long as we see relatively low interest rates and employment continues to pick up, housing will remain strong.”
“The name and credibility of these older and more established companies are winning them more business. Longevity and balance sheets are considerations.”
“What is different now is the negative comments on the demand side, ... It indicates that Toll's high-end market has probably peaked and at best will go sideways.”
