Real Estate

UCP is finally delivering and D.R. Horton is a good value.
The top-10 builder just delivered outstanding results.
Now is not the time for interest-rate-sensitive sectors, such as REITs.
If CCI can overcome the chart resistance in the $86-$89 area we should see the start of a new leg higher.
The relative performance of homebuilders is more important and it is saying not to get excited.
These 3 stocks should benefit from increased activity in the domestic housing market.
Housing is recovering slowly, but surely.
They will face increased dividend and results pressure.
It may be time to look at single-family instruments again.
The firm relies on entertainment for its revenues.

Columnist Conversations

JD also pops big last minute on very heavy volumes
Sudden rise in BaBa in last fifteen minutes on no news.


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