They're the kind of names, along with a big dollop of cash in my portfolio, I plan to wait out the 'trade wars'.
The freedom of choice coupled with a plentiful job market and frugality define this new beast.
Let's check them closely.
Let's check out the latest HD charts.
Watch the Russell 2000, housing activity, and mergers and acquisitions.
Key to a China trade deal will be that both sides come away from the G-20 meeting with the feeling that progress has been made, and that the schedule of tariffs has not been expanded.
Let's check out the charts of LEN ahead of Tuesday's earnings report.
There is a deep psychological element to consider that may be most important when considering the health of the economy.
We must hope this is a pause that refreshes, or we have to expect a rate cut sometime soon.
I do think consolidation across this very fragmented industry will pick up in the quarters ahead.