• First Solar Inc. (FSLR)
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• Caterpillar Inc. (CAT)
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• D.R. Horton Inc. (DHI)
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• Lennar Corporation Class A (LEN)
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• NextEra Energy Inc. (NEE)
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• United Rentals Inc. (URI)
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• Tesla Inc. (TSLA)
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Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Upvote 4

Read Answer Asked by Alex on February 11, 2025

• D.R. Horton Inc. (DHI)
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• Lennar Corporation Class A (LEN)
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• Cavco Industries Inc. (CVCO)
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• KB Home (KBH)
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• Meritage Homes Corporation (MTH)
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Q: Fire in California, unfortunate as it is, will create a lot of business for home builders. Is there any you could recommend?
Appreciate your view on that, Peter

Upvote 1

Read Answer Asked by Peter on January 20, 2025

• D.R. Horton Inc. (DHI)
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• PulteGroup Inc. (PHM)
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Q: Do you have a preference between DHI and PHM?
Could you help explain why and do think it might be a good time
to accumulate the stock. thanks for the great service.

Upvote 2

Read Answer Asked by Ian on December 18, 2024