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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)
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
Appreciate your view on that, Peter
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Abercrombie & Fitch Company (ANF)
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Meritage Homes Corporation (MTH)
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Lennox International Inc. (LII)
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Powell Industries Inc. (POWL)
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TransMedics Group Inc. (TMDX)
Q: Hi team,
I am trying to pick a 2 or 3 small/mid-caps for strong growth for at least 5 years. What are your views on the stocks above ? Do they fit the bill ? What is the risk factor ? Any better suggestions ?
Gratefully,
Jacques IDS
I am trying to pick a 2 or 3 small/mid-caps for strong growth for at least 5 years. What are your views on the stocks above ? Do they fit the bill ? What is the risk factor ? Any better suggestions ?
Gratefully,
Jacques IDS
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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.