Housing, Homebuilders and Contrarian Plays

These data points tell me investors are too pessimistic on this part of the market.

My Contrarian Plays In Housing

We have confirmation that things are pretty good for home builders and related 'nesting' stocks.

Retail Earnings Roundup: Millennial Power Is at the Heart of Getting It Right

TJ Maxx and Kohls had very different earnings narratives from Macy's and JC Penney. Different customer bases might explain why.

Footprint Friends: Kohl's Content to Cooperate, Not Compete with Amazon

A pilot program may spell a broader partnership for Amazon and Kohl's.

Intermediate Trade: KB Homes

Try this bullishly biased covered call tactic to scale into KBH.

Redfin Might Be the Canary in the Housing Coal Mine… or Not: Market Recon

The housing always has been regional, which makes it dicey to judge where it is headed from any one company.

Zillow's Big Drop: Running Too High, for Too Long

Zillow's big decline shows investors are finally paying attention to the company's changing business model, overvalued stock price and rising debt levels.

Warren Buffett Isn't Your Typical Billionaire: Video

How much do you actually know about Warren Buffett? Here's our look at the Oracle of Omaha: the man, the myth and the billionaire.

Jim Cramer: Zillow Looks Maxed Out, Twilio and Etsy Sure Don't

Zillow appears to be running out of room to grow as it morphs into a real estate broker, while Twilio and Etsy are bolting ahead.

Urban Outfitters: Dressed for Success and Higher Prices, Too

A fresh look at URBN is warranted.