MHO
Residential Construction · Consumer Cyclical
Analyst
Raymond James
Equibles does not estimate personal net worth.
Buckhorn is recorded as Analyst at Raymond James. Buckhorn has spoken on 8 earnings calls across 6 companies, most recently for Rayonier Inc on August 6, 2026. Those appearances were for M/I Homes, Inc. (MHO), NexPoint Residential Trust, Inc. (NXRT), Rayonier Inc (RYN), Weyerhaeuser Co (WY), Lennar Corp (LEN) and 1 other company. The companies whose calls Buckhorn spoke on are classified in the Consumer Cyclical and Real Estate sectors.
“Quick question on the harvest volumes planned for the back half of the year. It just feels like you had a little bit of, you know, extra activity in the second quarter, maybe due to drier weather conditions.”
“I'm just wondering if you've got any thoughts on the Canadian wildfire situation this year and, you know, either in terms of the longer-term impact on fiber supply or if there's any near-term potential salvage inventory impact, or how do you think about what's happening with the wildfires in Canada impacting overall…”
“I was just wondering if we could just dive into your thoughts on maybe how the selling environment of the quarter kind of progressed.”
“I was just wondering if you could elaborate a little bit on maybe your conversations that you've been having in Washington, D.C. and the comment, you know, that you believe some meaningful federal action is closer than the market may be believing.”
“And then I think secondly, my other question was on CapEx and maybe potential CapEx spending for the upcoming year. Looks like the trend in both kind of the recurring and non-recurring maintenance CapEx numbers still trending above normal or above trend line historically.”
Raymond James
Analyst
Transcript header (unverified)
MHO
Residential Construction · Consumer Cyclical
RYN
REIT - Specialty · Real Estate
LEN
Residential Construction · Consumer Cyclical
PHM
Residential Construction · Consumer Cyclical