|Day Low/High||22.89 / 23.33|
|52 Wk Low/High||14.73 / 23.15|
I do think consolidation across this very fragmented industry will pick up in the quarters ahead.
Achaogen, Taylor Morrison and Synchrony Financial are a part of my current shopping list.
Legislation should provide a powerful earnings boost for the industry and these names.
The market continues to be slightly positive in a day that has seen little movement in the major indices since the open. It seems housing is becoming a battleground sector among analysts lately. Barclays downgraded myriad homebuilders after recent r...
Smaller builders are of particular interest because they're acquisition candidates in a fragmented market.
The two sectors hold more promise than most in the back half of 2017.
It is hard to keep up with the flurry of first-quarter earnings reports hitting the wires this morning. Here are a few that caught my eye today. Biotech stalwarts Amgen and Celgene posted mixed results, while AbbVie seems to have beat both top- and ...
They have faster growth prospects and sell for slightly cheaper valuations, as well.
Home builders make up the second-largest allocation in my portfolio, behind biotech.
This is a great shopping list of undervalued stocks with the potential for big long-term returns.
With the election likely resulting in status quo, the housing market should continue to improve.
News announcements from these companies are supportive of continued strength.
News announcements from these companies is supportive of continued strength.
We're looking at a multi-year improvement in the overall housing market.
13F filing also reveals acquisitions in small banks and real estate.
These sectors offer value as the S&P 500 trades at 19x earnings.
It looks from the futures like we're in for a flattish opening to begin the trading week. I used my first missive today to talk about two sectors that I'm underweight on -- financials and utilities. Now, let's talk about two areas that I'm actually ...
The S&P 500 might be hitting a record, but tons of problems remain.
Their sole focus is the U.S. market and their earnings are rising.
There should be lots of pent-up demand, provided there's no recession and job growth stays steady.
LGI, Meritage and other housing stocks look good at current prices.
Build your own residential construction basket or set up a long/short pairing.