• First Solar Inc. (FSLR $162.44)
  • $162.44 Fwd P/E: 14.04X Cap: $17.42B
  • View FSLR Profile
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• Caterpillar Inc. (CAT $405.92)
  • $405.92 Fwd P/E: 19.92X Cap: $192.34B
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• D.R. Horton Inc. (DHI $136.82)
  • $136.82 Fwd P/E: 10.59X Cap: $42.02B
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• Ford Motor Company (F $11.78)
  • $11.78 Fwd P/E: 9.53X Cap: $46.84B
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• General Motors Company (GM $53.39)
  • $53.39 Fwd P/E: 7.42X Cap: $51.10B
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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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• NextEra Energy Inc. (NEE $74.40)
  • $74.40 Fwd P/E: 27.96X Cap: $153.16B
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• United Rentals Inc. (URI $814.28)
  • $814.28 Fwd P/E: 21.26X Cap: $52.92B
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• Linamar Corporation (LNR $66.51)
  • $66.51 Fwd P/E: 15.78X Cap: $3.97B
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• Magna International Inc. (MG $57.45)
  • $57.45 Fwd P/E: 10.62X Cap: $16.46B
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• Tesla Inc. (TSLA $313.51)
  • $313.51 Fwd P/E: 170.26X Cap: $1T
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Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Upvote 4

Read Answer Asked by Alex on February 11, 2025

• Lennar Corporation Class A (LEN $113.96)
  • $113.96 Fwd P/E: 11.36X Cap: $29.51B
  • View LEN Profile
  • View Questions on LEN
• PulteGroup Inc. (PHM $114.27)
  • $114.27 Fwd P/E: 8.13X Cap: $22.90B
  • View PHM Profile
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• Toll Brothers Inc. (TOL $120.78)
  • $120.78 Fwd P/E: 9.1X Cap: $12.01B
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• Invitation Homes Inc. (INVH $32.35)
  • $32.35 Fwd P/E: 41.51X Cap: $19.84B
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Q: hi folks

which US home builder has the best balance sheet and which would be your 1 or 2 recommenced choices at this time?

thanks

Upvote 1

Read Answer Asked by Robert on January 31, 2025

• D.R. Horton Inc. (DHI $136.82)
  • $136.82 Fwd P/E: 10.59X Cap: $42.02B
  • View DHI Profile
  • View Questions on DHI
• Lennar Corporation Class A (LEN $113.96)
  • $113.96 Fwd P/E: 11.36X Cap: $29.51B
  • View LEN Profile
  • View Questions on LEN
• Cavco Industries Inc. (CVCO $449.84)
  • $449.84 Fwd P/E: 21.62X Cap: $3.60B
  • View CVCO Profile
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• KB Home (KBH $55.60)
  • $55.60 Fwd P/E: 6.87X Cap: $3.78B
  • View KBH Profile
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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