• Lennar Corporation Class A (LEN)
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• PulteGroup Inc. (PHM)
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• Toll Brothers Inc. (TOL)
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• Invitation Homes Inc. (INVH)
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Q: hi folks

which US home builder has the best balance sheet and which would be your 1 or 2 recommenced choices at this time?

thanks

Upvote 1

Read Answer Asked by Robert on January 31, 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

• Lennar Corporation Class A (LEN)
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• PulteGroup Inc. (PHM)
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• Century Communities Inc. (CCS)
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• Toll Brothers Inc. (TOL)
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Q: Hi - are you current fans of the US homebuilding stocks (and their macro environment) for next 12-18 months? If so, what stocks do you prefer to buy at current prices (and a brief "why")? Many thanks as always!

Upvote 4

Read Answer Asked by Doug on March 27, 2024