• LGI Homes Inc. (LGIH)
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• NVR Inc. (NVR)
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• Green Brick Partners Inc. (GRBK)
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Q: What would be your entry point for these three please? Also do you still hold NVR’s management and unique business model in high regard?

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Read Answer Asked by MG on May 30, 2025

• PulteGroup Inc. (PHM)
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• LGI Homes Inc. (LGIH)
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• NVR Inc. (NVR)
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• Dream Finders Homes Inc. Class A (DFH)
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• Green Brick Partners Inc. (GRBK)
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Q: I have seen comparisons drawn between DFH, as an 'early stage' version of NVR. With its recent branching out, to now include title insurance and mortgage broker services... would you see a big runway for growth for this company in the long term?

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Read Answer Asked by Anthony on November 26, 2024

• Green Brick Partners Inc. (GRBK)
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• Blue Bird Corporation (BLBD)
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Q: have a question regarding 2 stocks in the housing sector. GBRK and BLBD- both have done very well but is it reasonable to think that you could start a new position in one of these if there is a drawdown this month? The idea being to start a position and build from there.
Thanks, Lesley

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Read Answer Asked by Lesley on September 12, 2024