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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.

Q: I have seen comparisons drawn between DFH, as an 'early stage' version of NVR. With its recent branching out, to now include title insurance and mortgage broker services... would you see a big runway for growth for this company in the long term?
Read Answer Asked by Anthony on November 26, 2024
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.
Read Answer Asked by Dave on December 21, 2023
Q: Please provide best “lower risk” investment ideas given the housing shortage in Canada and USA?
Read Answer Asked by Geoffrey on November 08, 2023
Q: I heard someone on TV, on BNN I think, say that there is currently a severe housing shortage in the U.S. Doing some research I found one analyst stating a shortage of 3.8M units. Whether or not this is considered "severe" for the U.S. I have no idea. In any case many companies in this discretionary sector are down substantially from their highs. Could you provide your thoughts on investing in a home builder at this time? Preferably for a 2 to 3 year hold. Would Toll Brothers have the top ranking or would another builder rate better? Many thanks.
Read Answer Asked by Harvey on April 05, 2022
Q: Please list in order (first to last) your top five US cyclical stocks. If APPL isn't one of them, please explain why not. Thank you.
Read Answer Asked by Maureen on March 01, 2022
Q: On December 13th, Keith asked you to recommend your top 10 US non tech growth equities. May you rank the 10 in order of compelling buys at today’s prices.
Thank you
Read Answer Asked by Karim on December 22, 2021
Q: What are your top 10 non-tech growth stocks in the US that you see currently see as attractive long term? Thanks!
Read Answer Asked by Keith on December 13, 2021
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