thats not necessarily truethat is what the market THINKS may...

thats not necessarily true
that is what the market THINKS may happen
you have to ask yourself, is TOLL a better value now than 2 months ago
clearly the answer is yes
then look at what valuations you want to use
the easiest to understand is a simple PE analysis, compare it to what it has been its previous 10 year PE low's
good luck