Detailed Quote
Questions on this company?
Become a Member
Company Profile
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions
- Charles Schwab Corporation (The) (SCHW)
- Trex Company Inc. (TREX)
- Ultra Clean Holdings Inc. (UCTT)
- Airbnb Inc. (ABNB)
- Mitek Systems Inc. (MITK)
Q: I've got these laggards in a TFSA or RRSP, down between 15-36%! I want to dump a bunch (all?) as I feel I've given them enough time to perform and they haven't. Does 5i see catalysts in the next 12 months for any of these that i should keep some?
In which order would you drop them.
In which order would you drop them.
- D.R. Horton Inc. (DHI)
- Home Depot Inc. (The) (HD)
- Lowe's Companies Inc. (LOW)
- Floor & Decor Holdings Inc. (FND)
- Lennar Corporation Class B (LEN.B)
- Trex Company Inc. (TREX)
- NVR Inc. (NVR)
- Green Brick Partners Inc. (GRBK)
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.
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.
Q: I've heard from acquaintances in the industry that the price of lumber is going to remain high right across Canada, similar to Summer 2020. Is it the same in the US? Is Trex a good cyclical play for Spring 2021? Buy/Sell/Hold?
Thank you, Ian.
Thank you, Ian.
Insiders
Share Information
SEC Filings
News and Media