- D.R. Horton Inc. (DHI)
- Home Depot Inc. (The) (HD)
- Lowe's Companies Inc. (LOW)
- Floor & Decor Holdings Inc. (FND)
- Lennar Corporation Class B (LEN.B)
- Trex Company Inc. (TREX)
- NVR Inc. (NVR)
- Green Brick Partners Inc. (GRBK)
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.