Mr. Charles Irsch

GLG News by Mr. Charles Irsch, Principal

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

No Suprise Here

January 29, 2008

Analysis of:TOUSA Files for Chapter 11 Bankruptcy | www.bigbuilderonline.com

This event has been months in the making, ever since restructuring experts were brought in last fall. The question is, are there more Top 25 builders headed down the same path? 

The Race to Zero

November 9, 2007

Analysis of:Tousa retains Kroll Zolfo Cooper to review restructuring options | www.reuters.com

- Bad idea from the start. - Now what does one do?

Expect More

November 8, 2006

Analysis of:Pulte fired 800 U.S. workers in 3rd-qtr | yahoo.reuters.com

Job reductions at builders have a multiplier effect on overall construction job losses, as lower levels of building activity impact the trade base.

Job reductions will continue until organizations find the appropriate staffing level to match building volumes.

Toll Being Acquired?

September 29, 2006

Analysis of:Toll’s Profits Drop as ‘Malaise’ Continues | www.globest.com

See commentary

But Margins and Volume are Different

August 7, 2006

Analysis of:Charlotte and Seattle Top List of U.S. Housing Market Hot Spots | rismedia.com

Four of the Top 5 Markets Cited are Easily Supplied Markets

Other Markets Suffer Affordability Issues

Along with Everyone Else...

August 3, 2006

Analysis of:Weyerhaeuser Plans to Pull Back | www.realestatejournal.com

This is in line with other homebuilders.

Markets cited are all weakening significantly YOY, as supply outstrips softening demand.

While Seattle and Houston markets are generally more balanced between supply and demand.

Buy ITB? Or Buy Best of Breed?

July 26, 2006

Analysis of:Bargain hunting in a stormy market | biz.yahoo.com

Fortune suggests a play on homebuilding stocks through the ITB ETF.

 

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