Four Reasons to 'Punt' Toll Brothers

"..., I surmise that companies waist-deep in the construction business -- from material suppliers to the home builders themselves -- could get a really nice goose in time. But at the same time, the near term seems like it’s going to be bumpy, and this economic recovery is so fragile that I’m admittedly afraid to belly up to some of the larger players in this space, specifically to those that cater to the higher end of the spectrum like Toll Brothers"