A simple Googling of some of these homebuilders Fisher is touting brings mixed results with the majority of it negative. Saying there is no problem won’t make it go away. He’s either too far married into to his positions or is one heck of a palm reader imo. Toll Bros. took it on the chin the other day and their trends are headed lower. There are so many financial lenders setting aside more money to cover upcoming losses in a market they thought was invincible a year ago.