The Numbers Don't Lie: Toll Brothers Earnings Preview

The video discusses the impact of a spike in mortgage rates on the housing market, particularly focusing on Toll Brothers, a luxury home builder. It examines how rising rates affect home purchases and builders, analyzes Toll Brothers' market position, and evaluates its stock performance. The video concludes with a discussion on future challenges and growth prospects amid economic uncertainties.

What was the effect of the US election on Treasury yields and mortgage rates?

• It accelerated their increase.

• It had no effect.

• It caused them to decrease.

• It stabilized them.

Why are Toll Brothers' customers less affected by interest rate changes?

• They prefer renting over buying.

• They are more financially secure.

• They invest in commercial properties.

• They are first-time home buyers.

What percentage of Toll Brothers' buyers pay in cash?

• 78%

• 10%

• 22%

• 50%

How did Toll Brothers' stock perform compared to other large cap builders?

• It was the best performer.

• It was one of the worst performers.

• It outperformed all of them.

• It had the same performance as others.

What is a potential challenge for Toll Brothers' future growth?

• Increasing competition

• Lack of new projects

• Rising mortgage rates

• Decreasing home prices