Q: I am probably being premature from an investment perspective but is there a Canadian LEN? It’s screamingly obvious Canada needs more housing construction; however, how does one best take advantage short of buying construction supply and timber firms?
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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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Abbott Laboratories (ABT)
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Bank of America Corporation (BAC)
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Host Hotels & Resorts Inc. (HST)
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Lennar Corporation Class A (LEN)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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National Bank of Canada (NA)
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Celestica Inc. Subordinate Voting Shares (CLS)
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ATS Corporation (ATS)
Q: Retired investor looking to reduce bank holdings. Currently have ~1/2 positions in TD and BAC and full positions in NA and RY. I would appreciate your input. Could you rank, giving rationale, ATS, CLS, ABT, HST, LEN, for upside potential? Would you recommend starting 1/2 positions (or easing into) any of them at this time? Please take credits as you see fit. Thanks.
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Lennar Corporation Class A (LEN)
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Century Communities Inc. (CCS)
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Dream Finders Homes Inc. Class A (DFH)
Q: I heard from a recent analyst that there is a lack of single family homes in the USA ? In the last 3 months, DFH has been on the move. What do you think of this stock or any other that might be worth looking at ?
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Lennar Corporation Class A (LEN)
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ServiceNow Inc. (NOW)
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Crocs Inc. (CROX)
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Fox Factory Holding Corp. (FOXF)
Q: Hi 5i:
I've been away for a while and not keeping up with Questions, so this may already have been asked and answered. if so, please provide a link to the answer.
I'm hoping you could advise what sectors you think will reverse the current trend and begin to appreciate in value more quickly than others and, also, if you could identify three or so names you would expect to 'lead the charge' in each of those sectors.
If time and space permit, any commentary you might have regarding each identified sector and/or name would be appreciated. Thanks!
Peter
I've been away for a while and not keeping up with Questions, so this may already have been asked and answered. if so, please provide a link to the answer.
I'm hoping you could advise what sectors you think will reverse the current trend and begin to appreciate in value more quickly than others and, also, if you could identify three or so names you would expect to 'lead the charge' in each of those sectors.
If time and space permit, any commentary you might have regarding each identified sector and/or name would be appreciated. Thanks!
Peter
Q: Can you suggest some US and Canadian high-quality value stocks with attractive valuations and, finally, that meet the "mundane" test. Heard a commentator discuss this recently. I think the idea is that if a high quality business is flashy, etc, its valuation would reflect that (say Coke or Berkshire Hathaway?). Other "mundane" companies would not (yet) have that prominence premium.
I'm not sure if this is the same as "deep value". Your comments and suggestions would be appreciated.
I'm not sure if this is the same as "deep value". Your comments and suggestions would be appreciated.
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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.
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Lennar Corporation Class A (LEN)
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Canfor Corporation (CFP)
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Western Forest Products Inc. (WEF)
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iShares Russell 2000 Growth ETF (IWO)
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iShares Russell 2000 ETF (IWM)
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Toll Brothers Inc. (TOL)
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iShares Russell 2000 Value ETF (IWN)
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West Fraser Timber Co. Ltd. (WFG)
Q: I own a fully position in IWN - with what's been going on lately with sector rotation (Growth verses value) should i see half the position and buy IWO (growth) or sell the entire position in IWN and buy IWM (both growth and value) ?
Second question I own significant holdings in WEF (overweight) WFG (1/2 position) and lastly Canfor (Full Position) My question is is it time to exit hold or reduce as lumber prices cannot stay at the present level forever?? (your comment please) maybe even sell some WEF some and go with a big house builder or even Lowes (I already own Home depot ) your guidance is appreciated
Second question I own significant holdings in WEF (overweight) WFG (1/2 position) and lastly Canfor (Full Position) My question is is it time to exit hold or reduce as lumber prices cannot stay at the present level forever?? (your comment please) maybe even sell some WEF some and go with a big house builder or even Lowes (I already own Home depot ) your guidance is appreciated
Q: Hi 5i,
What is your opinion regarding Lennar's earnings released today (meet/beat?) and what can be expected going forward?
Would you continue to hold/add at current prices? Why /Why not?
Finally, calling for prediction, at what price do you think this stock would be considered fully valued?
Thx
Jim
What is your opinion regarding Lennar's earnings released today (meet/beat?) and what can be expected going forward?
Would you continue to hold/add at current prices? Why /Why not?
Finally, calling for prediction, at what price do you think this stock would be considered fully valued?
Thx
Jim
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JPMorgan Chase & Co. (JPM)
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Lennar Corporation Class A (LEN)
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Southwest Airlines Company (LUV)
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Sonic Automotive Inc. (SAH)
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MarineMax Inc. (FL) (HZO)
Q: Can you please recommend the best cyclical-value stocks to buy now? If possible, 5 Canadian and 5 US stocks.
Thank you!
Thank you!
Q: Hi 5i,
Recently took small position in LEN for expected shorter term hold 1- 2 year. What is your opinion of released earnings today? Would you continue to hold/buy/sell and why?
Thx
Jim
Recently took small position in LEN for expected shorter term hold 1- 2 year. What is your opinion of released earnings today? Would you continue to hold/buy/sell and why?
Thx
Jim
Q: I got LEN as part of the Calatlantic takeover which I did quite well on. But these homebuilder stocks are having trouble getting a bid - even when they beat their estimates. I understand what interest rate hikes do to the affordability of their products but those hikes have been gradual and very well communicated. I know US stocks aren't your bread and butter, but am I missing something? is it more about LEN you think?
Q: Do you have an opinion on Lennar? What about U.S. homebuilders in general?