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D.R. Horton Inc. (DHI $159.90)
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Home Depot Inc. (The) (HD $335.89)
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Lowe's Companies Inc. (LOW $244.45)
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Floor & Decor Holdings Inc. (FND $51.08)
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Lennar Corporation Class B (LEN.B $91.50)
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Trex Company Inc. (TREX $41.90)
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NVR Inc. (NVR $6,503.95)
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Green Brick Partners Inc. (GRBK $70.82)
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.
