the community blamed jeff skilling. they blamed ken lay. and they sought vindication through the trial. >> skilling case goes to the supreme court on monday and we will be following it all the way, mark. >> all right. luxury home builder toll brothers trading higher in premarket after reporting a narrower first quarter loss than expected. shares of toll brothers pretty flat this year in comparison to the ishares dj u.s. home etf which is up 7%. here to go inside toll's numbers, buck horn, home builder and real estate analyst of raymond james. a new face to "squawk on the street". and an analyst at deutscha bank. what do the toll numbers look like to you? >> well, toll brothers numbers were very similar to the other builders in they were mixed in terms of reporting metrics. as you mentioned they have been under performing their peers because investors in betting on a housing recovery have been wanting to play the first-time builders as opposed to luxury builders. the results are similar to their peers but the borrow is set a lot lower. >> buc