Lennar's Margin Pressures Persist

Shares of Lennar Corporation ( LEN ) have been a poor performer over the past year, losing about 20% of their value. The housing market has remained persistently sluggish, and the company’s margins have suffered as it has maintained overly aggressive delivery targets, in my view. TheOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or ha ...