• D.R. Horton Inc. (DHI $136.82)
  • $136.82 Fwd P/E: 10.59X Cap: $42.02B
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• Lennar Corporation Class A (LEN $113.96)
  • $113.96 Fwd P/E: 11.36X Cap: $29.51B
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• Cavco Industries Inc. (CVCO $449.84)
  • $449.84 Fwd P/E: 21.62X Cap: $3.60B
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• KB Home (KBH $55.60)
  • $55.60 Fwd P/E: 6.87X Cap: $3.78B
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• Meritage Homes Corporation (MTH $73.77)
  • $73.77 Fwd P/E: 7.63X Cap: $5.29B
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Q: Fire in California, unfortunate as it is, will create a lot of business for home builders. Is there any you could recommend?
Appreciate your view on that, Peter

Upvote 1

Read Answer Asked by Peter on January 20, 2025

• Lennar Corporation Class A (LEN $113.96)
  • $113.96 Fwd P/E: 11.36X Cap: $29.51B
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• KB Home (KBH $55.60)
  • $55.60 Fwd P/E: 6.87X Cap: $3.78B
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• LGI Homes Inc. (LGIH $54.90)
  • $54.90 Fwd P/E: 7.28X Cap: $1.28B
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• M.D.C. Holdings Inc. (MDC)
  • Fwd P/E: 1.05X Cap: $4.70B
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• Meritage Homes Corporation (MTH $73.77)
  • $73.77 Fwd P/E: 7.63X Cap: $5.29B
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Q: Like a lot of stocks, the homebuilders seemed to reach a bottom on June 17 and then have steadily marched upward. Quite briskly, in fact, even in the face of increasing interest rates. To what do you ascribe their stock improvement, which outmatches almost any other sector I can see, up 25%-30% in a month.

Upvote 0

Read Answer Asked by John on July 25, 2022

• PulteGroup Inc. (PHM $114.27)
  • $114.27 Fwd P/E: 8.13X Cap: $22.90B
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• Aecon Group Inc. (ARE $20.51)
  • $20.51 Cap: $1.29B
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• Bird Construction Inc. (BDT $29.65)
  • $29.65 Fwd P/E: 16.32X Cap: $1.64B
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• KB Home (KBH $55.60)
  • $55.60 Fwd P/E: 6.87X Cap: $3.78B
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• Toll Brothers Inc. (TOL $120.78)
  • $120.78 Fwd P/E: 9.1X Cap: $12.01B
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Q: Good morning, 5i team!

KH Home, Toll Brothers & Pulte Home all get a buy ratings from Credit Suisse lately. Your thought on adding for1 of these 5 for a 3 to 5 years hold. Thank you!

Upvote 0

Read Answer Asked by Nhung on April 06, 2022