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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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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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)
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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Lennar Corporation Class A (LEN)
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KB Home (KBH)
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LGI Homes Inc. (LGIH)
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M.D.C. Holdings Inc. (MDC)
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Meritage Homes Corporation (MTH)
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.