Lennar Corporation Class B (LEN.B)

Lennar Corporation Class B (LEN.B $106.67)
- $106.67 P/E (TTM): 10.62X Cap: $28.49B
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Lennar Corporation Class B (LEN.B $106.67)
- $106.67 P/E (TTM): 10.62X Cap: $28.49B
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Q: If the US pundits are correct and we are moving in a "peak" interest rate world this would bode well for the various forms of accommodation construction. Projections seem to suggest supply will remain tight until mortgage rates ease, and I believe that is likely as we move into the latter half of 2024.

Given that, my first question to you is do you feel that now, or soon, is a reasonable time to look into companies who would benefit from an expanding US housing market? If so, I would be interested in your take on a "top 3" home builders to invest in and then a "top 3" within the home construction supply chain. I already own a couple of lumber producers and am interested in mid-stream suppliers.

Thanks very much; Merry Christmas to you all.

Read Answer Asked by Dave on December 21, 2023